Having entered March, market participants have activated their negotiations for 2Q24 contract prices. Judging by the current progress, sellers, who are adamant towards a price hike...
The AI chip is undoubtedly the lifebuoy of the technology industry in 2023, creating new vitality in the industry downturn. In 2024, this wave will undoubtedly continue to sweep through the industry w...
Samsung Foundry, despite obtainment of seasonal stocking orders for smartphones in 4Q23, saw an approximate QoQ drop of 1.9% in revenue by slightly falling to...
As global internet data transmission volume continues to reach new highs, the performance bottleneck of light communication solutions becomes increasingly apparent. This report, on the one hand, explo...
The global silicon/semiconductor intellectual property (IP) market scale came to US$6.7 billion in 2023 at a YoY growth of 8.1%, with soft IP core (including firm IP core) and hard IP core respectivel...
Market participants have yet to reactivate their negotiations for 1Q24 contract prices as the Chinese New Year holiday had just concluded last week...
TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...
1. Key Developments in Generative AI Products, Services, and Regulatory Standards 2. Analysis of Major CSPs’ 4Q23 and Recent Financial Reports 3. Strategic Deployment of Generative AI by Major CS...
Various product categories have seen a price surge of 23-28% in 1Q24 due to suppliers’ intention in drastically lowering their losses...
1. Developments in IC Design – Taiwan and Worldwide 2. Smartphone Chipset (Mobile SoC) Market and Suppliers 3. Wi-Fi Chip Market and Suppliers 4. TRI’s View
Continuing from updates of previous bulletins, 3D wafers had largely subsided in increment during January, and saw a mere increase from US$3.3 to US$3.5 under signs of weakened dynamics...
3D wafer prices have slightly subsided after several months of strong increases, though finished products such as SSD have become the major source of increment for 1Q24...
1. Cloud AI Chips: Market Status 2. CSP In-House AI Chip Manufacturing: US 3. CSP In-House AI Chip Manufacturing: China 4. TRI’s View
In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...
