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2024-01-25

[News] Possible 30% Cut in Orders for New iPad Pro, Impacting TSMC, Foxconn, and Novatek

Apple's upcoming iPad Pro, featuring an OLED screen for the first time, is scheduled to be released in March or April. However, recent market reports suggest a potential 30% reduction in the estimated order volume, indicating Apple's cautious outlook on the new product. It's anticipated that suppli...

2024-01-25

[News] Over 350 China’s Semiconductor Industry Projects Thriving in 2023

In 2023, the downturn in terminal consumption has spread to various aspects of the semiconductor industry. While the industry generally adopted a cautious stance, some specific segments defied the trend and showed counter-cyclical growth. This attracted numerous companies to strategically position t...

2024-01-24

[News] TSMC’s 2023 Wafer Average Selling Price Rises by 22%, Driven by N3 Process Success

Fueled by the advancement in TSMC's N3 process technology, the average selling price (ASP) of TSMC's 12-inch wafers increased to USD 6,611 in the fourth quarter of 2023, registering a year-on-year growth of 22% despite the subdued semiconductor market. According to a report by TechNews, Berns...

2024-01-24

[Insights] Memory Spot Price Trends: Clear Surge in DRAM; NAND Flash Relatively Calm

According to TrendForce's latest report on memory spot price trends, the DRAM spot market is experiencing a clear upward trend driven by contract market demand. In contrast, the NAND Flash market appears relatively sluggish. Details are as follows: DRAM Spot Market: The significant rise in con...

2024-01-24

[News] OpenAI Reportedly Expected to Gather with Samsung and SK Group for Deepened Chip Collaboration

Sam Altman, the CEO of OpenAI, the developer of the ChatGPT, is reportedly expected to visit Korea on January 26th. Altman may hold meetings with top executives from Samsung Electronics and SK Group to strengthen their collaboration on High-Bandwidth Memory (HBM). According to sources cited by Th...

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