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2023-12-12

[News] Samsung’s Discount Strategy Challenges TSMC as the Battle for 2nm Orders Heats Up

Both TSMC and Samsung plan to start production on the 2nm process in 2025, triggering an early battle for related orders. According to sources reported by the Financial Times (FT), Qualcomm intends to shift production of its next-generation high-end mobile chips from TSMC to Samsung's 2nm process. S...

2023-12-12

[News] Three Factors Hints Advanced Packaging Capacity Shortage May End Early

The shortage of advanced packaging production capacity is anticipated to end earlier than expected. Industry suggests that Samsung’s inclusion in providing HBM3 production capacity has led to an increased supply of memory essential for advanced packaging. Coupled with TSMC's strategy of enhancing ...

2023-12-12

[News] After Memory Price Hike, Shortages Emerge in Some Products?

According to Economic Daily News' report, after a prolonged period of economy downturn, the market has gradually become optimistic about memories. The effective production reduction by the top five memory manufacturers has led to an increase in memory prices. This, in turn, has prompted downstre...

2023-12-11

[News] NAND Flash Wafer Surges 25% in November – Continued Price Increases Depend on Manufacturers’ Expansion

According to TechNews' report, in the midst of production cutbacks by Samsung, SK Hynix, and Micron, NAND Flash wafer prices are surging. As the traditional peak season for end-user stockpiling comes to an end, memory module manufacturers wish to position themselves favorably during a dip in dema...

2023-12-11

[News] Intel’s Possibility? Nvidia Hints at Considering a Third Foundry Partner

Nvidia CFO, Colette Kress, recently hinted again that the next-gen chips might be outsourced to Intel Corp. During the call with semiconductor analyst Tim Arcuri at the UBS Global Technology Conference on November 28th, she was asked whether Intel would be considered as a foundry partner for the nex...

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