Monthly Archives: September 2023

[News] Facing CoWoS Shortage, TSMC’s Taichung Plant Joins Capacity Support

Posted on 2023-09-12 by TrendForce

According to a report by Taiwan’s Commercial Times, TSMC is facing a tight supply of advanced packaging capacity, with its Taichung factory ramping up equipment support at a rapid pace. Industry insiders have disclosed that TSMC’s annual production capacity for …

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After 5 Quarters of Decline, NAND Flash Contract Prices to Rebound in Q4

Posted on 2023-09-11 by TrendForce

In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers. According to TrendForce‘s research, other suppliers are also expected to follow suit …

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Huawei’s Smartphone Showcases China’s Semiconductor Self-Sufficiency: : Impact on Taiwan’s Supply Chain

Posted on 2023-09-11 by TrendForce

On August 29, 2023, Huawei quietly launched its new smartphone, the Huawei Mate 60 Pro, on its official website without the usual fanfare associated with new product releases. Unlike previous events or those held by other brands, Huawei chose to …

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[News] Recovery in Foundry Mature Node May Be Delayed Until Next Year

Posted on 2023-09-11 by TrendForce

According to the news from ChinaTimes, the semiconductor market is experiencing a slowdown, with Taiwan’s three major mature process wafer foundries UMC, VIS, and PSMC all reporting reduced revenues in August. VIS and UMC both posted lower revenues compared to …

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[News] TSMC Intensifies Silicon Photonics R&D, Rumored Collaboration with Broadcom and NVIDIA

Posted on 2023-09-11 by TrendForce

According to a report by Taiwan’s Economic Daily, AI is driving a massive demand for data transmission, and silicon photonics and Co-Packaged Optics (CPO) have become new focal points in the industry. TSMC is actively entering this field and is …

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