Monthly Archives: September 2023

Can China’s Indigenous AI Chips Compete with NVIDIA?

In its FY2Q24 earnings report for 2023, NVIDIA disclosed that the U.S. government had imposed controls on its AI chips destined for the Middle East. However, on August 31, 2023, the U.S. Department of Commerce stated that they had “not …

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[News] CoWoS Production Shortage, TSMC Expects Capacity Will Catch Up in 1.5 Years

According to Taiwan’s Economic Daily, TSMC Chairman Mark Liu stated on 9/6 that semiconductor technology development “has reached the exit of the tunnel, and there are more possibilities beyond the tunnel; we are no longer bound by the tunnel.” Regarding …

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[News] No Improvement in Demand, TV Panel Faces Price Pressure Starting in October

TrendForce released panel price forecasts for early September, with Eric Chiou, Senior Research Vice President at TrendForce, noting that TV panel prices have been on the rise since February. However, despite the price uptrend, end-demand remains subdued. Coupled with the …

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Huawei’s Mate 60 Pro Impresses Market, SoC Competition Key Against Qualcomm/MediaTek

Huawei’s official website unexpectedly unveiled its latest flagship smartphone, the Mate 60 Pro, on August 29, 2023, followed by the release of the Mate 60 the next day. The Mate 60 Pro’s performance, powered by the Kirin 9000S SoC, has …

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The Spot Price for Both DRAM and NAND Flash Had No Signs of An Upturn in Early September

DRAM Spot Market Compared with last week, transaction prices in the spot market have generally stopped falling, but there is no sustained upward momentum. Although suppliers and other spot sellers have been firm on prices and are unwilling to make …

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