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Recent Posts
- [News] Record-Breaking 1,991 CEOs Step Down in the U.S. in 2024
- [News] Silicon Motion Joins Micron’s Cautious Outlook, Predicts Weak DRAM and NAND Demand until 1H25
- [News] What Will Decide the Effectiveness of U.S. Export Controls on China?
- [News] China’s Lens Market Faces Price Wars, Supplier Reportedly Halts OPPO and Vivo Orders
- [News] Samsung Reportedly Poised for Major Overhaul of Advanced Packaging Supply Chain amid HBM Race
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Monthly Archives: August 2023
[News] Rumors of Apple Car Possibly Using Micro LED, Could Spark an Automotive Revolution if True
According to a report by TechNews, it’s widely known that Apple has been quietly working on a not-so-secretive project known as “Project Titan,” which is centered around the development of the Apple Car. As per Autoevolution, the Apple Car might …
Posted in Automotive Technologies, Display, Display Supply Chain, Emerging Technologies
Tagged Apple Car, Micro LED
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[News] Xiaomi EV Reportedly Finalizes Battery Supplier List, CALB and CATL Chosen
According to sources familiar with the matter within Xiaomi, as cited by Chinese media outlet Jiemian News, the Xiaomi electric vehicle that has been spotted multiple times on the roads has finalized its battery supplier list. Both selected suppliers are …
Posted in Automotive Technologies, Emerging Technologies, Energy, Lithium Battery and Energy Storage
Tagged CALB, CATL, EV, Xiaomi
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[News] TSMC Faces Capacity Shortage, Samsung May Provide Advanced Packaging and HBM Services to AMD
According to the Korea Economic Daily. Samsung Electronics’ HBM3 and packaging services have passed AMD’s quality tests. The upcoming Instinct MI300 series AI chips from AMD are planned to incorporate Samsung’s HBM3 and packaging services. These chips, which combine central …
Posted in IC Design, IC Manufacturing, Package&Test, Semiconductors
Tagged AI server, AMD, CoWoS, HBM, Micron, Nvidia, Samsung, SK Hynix, TSMC
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Server Supply Chain Becomes Fragmented, ODM’s Southeast Asia SMT Capacity Expected to Account for 23% in 2023, Says TrendForce
US-based CSPs have been establishing SMT production lines in Southeast Asia since late 2022 to mitigate geopolitical risks and supply chain disruptions. TrendForce reports that Taiwan-based server ODMs, including Quanta, Foxconn, Wistron (including Wiwynn), and Inventec, have set up production bases in …
Posted in Semiconductors, server
Tagged AI server, Foxconn, Inventec, server, Wistron, Wiwynn
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Buyer Reluctance Leads to a DRAM Spot Price Drop; NAND Flash Sees Around a 5% Increase
DRAM Spot Market TrendForce has found that in the past week, the supply of used DDR4 chips (that were stripped from decommissioned server DRAM modules) has started to tighten. Therefore, products in the lower price range have also experienced small …