In 2Q24, the NAND Flash market experienced mixed conditions. On one hand, there was an increase in inventory for PCs and smartphones. As a result, the related annual orders fell short of expectations....
Contract prices for enterprise SSD are expected to subside largely in increment during 4Q24, despite having risen by about 15% in 3Q24...
The advent of Generative AI has ushered in a wave of AI-driven innovations, and introduced new opportunities to smartphones. Major brands are incorporating AI-related features into their flagship mode...
Buyers are now accepting the price hikes of enterprise SSD as it continues to benefit from the strong establishment demand for AI serves throughout 3Q24...
AI is becoming increasingly widespread, driving the rapid global expansion of data centers. This growth has led to an elephant flow in the network traffic of data centers, making Ethernet upgrades and...
Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging start...
Despite successive finalization of 3Q24 contact prices for various end products, PC and smartphone clients have yet to improve in demand...
Brands’ successive announcements of multiple AI PCs and AI smartphones recently have yet to improve the demand of the consumer market...
Benefiting from deep learning and AIGC technologies, humanoid robots have undergone a remarkable transformation after decades of development. With leading companies successively announcing mass produc...
The workers’ union of Samsung has started a labor strike since mid-July. As reported, the strike is primarily affecting its 8-inch fabs that have now dropped to a capacity utilization of 30%...
Despite July coming to an end, market participants of NAND Flash have yet to finalize their agreement on the preliminary quotations for 3Q24 contract prices due to ongoing differences of options...
Suppliers have initiated the second variation of negotiations for 3Q24 contract prices with tier 1 PC and smartphone clients, where a mere increment of 5-10% is seen as a result of suppliers’ decelera...
The increase of smart home appliances and additional projects supported by Matter, as well as the emergence of generative AI, have prompted the improvement of human-computer interaction to be the key...
TSMC generated US$20.82 billion (calculation based on US$1=NT$32.35) of revenue in 2Q24 at a QoQ growth of 10.5% attributed to how the ramped up shipment of 3nm, together with the continuance of AI-re...
