TSMC mentioned at the 1Q25 earnings call that 30% of 2nm capacity will be established at its Arizona fab in the future...
"TrendForce's 2024 OSAT report highlights packaging's rising importance due to Moore's Law limits and chip complexity. Asian firms dominate, with Taiwan maintaining...
According to the global market intelligence firm TrendForce, as the limitations of Moore’s Law become more apparent, IC packaging and testing have become critical for the continued...
Moving into 2Q25, while buyers in the contract market are stocking up ahead of time due to tariff-related uncertainties...
Some of the buyers are still leaning towards the reserved end on the outlook of 2H25, despite gradual manifestation of efficacy from production cuts...
Despite concerns about a downward revision in AI-related demand, SK hynix is projected to experience higher demand for its products and achieve yield improvements...
Samsung is currently negotiating with CSPs over server DRAM prices, with its proposed 3% hike generally being rejected...
There is currently a tug of war happening between suppliers and PC clients in the market of PC OEM SSD contracts. Suppliers have been attempting to push for a price increase of...
Regarding Samsung’s partnerships and negotiations with clients of advanced nodes, Samsung Foundry had previously concluded negotiations with Qualcomm on the 8 series flagship chips through SF2...
"TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recogni...
On April 10, the US government announced a 90-day tariff implementation grace period. As a result, TrendForce believes that memory trading momentum in...
The US announced on April 10th that countries, except for China, can enjoy a 90-day tariff pause. This particular change instantly revitalized the market that was expecting a drop...
Last issue of the Bulletin mentioned how TSMC’s additional investment in the US has also actuated its deployment strategies in other regions of the world...
Regarding the server DRAM segment, when considering pricing for 2Q25, suppliers have suggested price hikes only within a broad framework...
Suppliers have successively unfolded negotiations for contract prices this quarter after entering 2Q25. Subsequent to SanDisk sending out notifications on...
