Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...
In 2022, the Russo-Ukrainian conflict triggered a global energy crisis, which prompted countries worldwide to recalibrate their energy development strategies and accelerate the deployment of renewable...
The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...
Bidirectional charging is a crucial trend in the evolution of EVs, with three primary application types: Vehicle-to-Grid (V2G), Vehicle-to-Home (V2H), and Vehicle-to-Load (V2L). While V2G optimizes gr...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
The IEEE 802.11 working group announced the final specifications for 802.11be (Wi-Fi 7), preparing for its commercial applications to commence that year. The transition of Wi-Fi from shared frequencie...
Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...
Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...
Suppliers have yet to improve in pressure of price reduction from production cuts during 1H23 due to the dropping server shipment that started from 4Q22...
Brief summary on 1Q23 NAND Flash market: both server and data center clients are still sluggish in procurement as the demand end persists in inventory reduction...
Coordination on contract prices for client SSD has seen progress this week, where several suppliers have compromised on their prices on QLC Value SSD...
Sluggish end consumer demand, as well as continuous inventory revisions among clients, had dragged down TSMC’s overall wafer shipment by a QoQ of roughly 7% in 4Q22...
Various end products have dropped 15% in quarterly prices on average as the excess supply market status remains unimproved...
