Subject


Micron


2023-12-04

[News] Chinese panel makers cut production to shield TV panel prices, opening opportunities for Taiwanese firms

China's top panel makers, including BOE, TCL CSOT, HKC, and CEC-CHOT, are cutting production to support TV panel prices. Speculations indicate a capacity utilization drop below 60% in the first quarter, benefiting Taiwanese panel companies like Innolux and AUO. Despite these efforts, industry source...

2023-12-01

[News] Global Semiconductor Giants Eyeing India, Anticipating Three New Fabs Valued at USD 8-12 Billion

India could see at least three more semiconductor fabrication units coming up in the next few months with cumulative investments to the tune of USD 8-12 billion, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said on Tuesday. India is working hard to get big semiconduc...

2023-11-21

[News] Memory Giants Samsung & Micron Actively Embrace DDR5 and HBM as Favorable Choices

This year, increasing demand for ChatGPT, along with ongoing innovations in PC and server technologies, has driven a growing market preference for high-value DRAM chips such as HBM and DDR5. Memory giants are collectively and actively positioning themselves in the production of these products. DD...

2023-11-17

[Insights] Signals from the Latest Financial Reports of Top 5 Global Storage Giants

As the memory market faces oversupply and falling prices due to declining demand in 2023, there's a glimmer of hope when looking into their Q4 guidance. Memory prices are gradually rising, indicating a potential escape from the market's low point. The most recent financial reports from the world's ...

2023-11-14

[News] H200 Unveiled: NVIDIA Integrates HBM3e for Enhanced AI Performance

On November 13, NVIDIA unveiled the AI computing platform HGX H200, featuring the Hopper architecture, equipped with H200 Tensor Core GPU and high-end memory to handle the vast amounts of data generated by AI and high-performance computing. This marks an upgrade from the previous generation H100,...

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