TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%. Whether this upward momentum can be sustained will hinge on the suppliers' steadfastness in maintainin...

TSMC is set to conduct an investor meeting on the 19th, with Morgan Stanley, UBS, and Bank of America Securities releasing their latest reports ahead of the event. These reports highlight five main areas of interest: 1. Q4 Operational Outlook 2. Future Gross Margin Trends 3. Potential Adjustmen...

Source to China Times, in response to increased visibility in AI server orders and optimistic future demand, two ODM-Direct based in Taiwan, Wiwynn, and Quanta, are accelerating the expansion of their server production lines in non-Chinese regions. Recently, there have been updates on their progres...

Polysilicon: Polysilicon prices have remained stable throughout the week. The mainstream concluded price for mono recharge polysilicon is RMB 83/KG, while mono dense polysilicon is priced at RMB 81/KG and N-type polysilicon is currently priced at RMB 93/KG. On the supply side, some of the prod...

As reported by The Wall Street Journal today, Taiwan Semiconductor Manufacturing Company (TSMC) is poised to secure an additional one-year exemption from the United States. TSMC's semiconductor facility in Nanjing, China, is expected to continue operations in the "foreseeable future" as long as sign...