Suppliers have been successively revealing their target prices for 3Q24 at a preliminary QoQ growth of 10-15% since entering the quarter...
Consumer demand has yet to strengthen having entered 3Q24, where the extensively accumulated rebound of NAND Flash prices since rock bottom...
1. New Era for Japanese Semiconductor Industry: Innovations and Development Trends under Governmental Interventions 2. TRI's View
Recent rumors from the market are saying that Samsung’s in-house Exynos 2500 remains low and unstable in yield, and the new S25 slated for release in 2025 could either fully adopt Qualcomm’s products....
Market participants are starting to negotiate for their 3Q24 contract prices, having now entered July, where the supply end is showing a strong desire on pursing higher profits by carrying on with the...
The global automotive industry is accelerating innovation with a focus on EVs and autonomous driving technology, alongside software-defined vehicles. This vision of safety, efficiency, and sustainabil...
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24 on chip packaging us...
Module houses, due to the sluggish retail market, have been actively negotiating with tier 1 PC and smartphone clients to seek mitigation from their increasing pressure of inventory...
TSMC’s capacity for 3nm is now under an exceedingly short supply in 2H24 after the full incorporation by the iPhone 16 series and new PC platforms such as Intel’s Arrow Lake/Lunar Lake...
1. Global Trends in Mobile Base Station Development 2. AI Applications: Mobile Base Stations 3. TRI’s View
Market participants are about to unfold their negotiations for 3Q24 contract prices, having arrived at the end of 2Q24, and the overall procedure is expected to be even more complicated and prolonged...
Optical module is an indispensable component for achieving optical communication. However, corresponding issues are becoming increasingly apparent alongside the continuously climbing usage and growing...
With negotiations for 3Q24 contract prices about to begin, momentum of demand for enterprise SSD actuated by the AI trend remains relatively robust...
