Monthly Archives: September 2023

Continuous Production Cuts by Memory Manufacturers: When Will Supply and Demand Find Balance?

Posted on 2023-09-19 by TrendForce

Due to factors such as high inflation, sluggish demand in the consumer electronics sector, and other influences, the memory market has experienced a downturn. Major manufacturers like Kioxia and Micron began reducing capacity in the fourth quarter of the previous …

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[News] Vietnam’s Semiconductor Strategic Positioning by the US and South Korea

Posted on 2023-09-19 by TrendForce

Report to Liberty Times Net, In a joint statement on the comprehensive strategic partnership between the United States and Vietnam, the two countries highlighted Vietnam’s significant potential to become a key player in the semiconductor industry. The United States expressed its …

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[News] TSMC’s Second Capital Increase of $4.5 Billion in U.S. Facility

Posted on 2023-09-19 by TrendForce

According to a report by Taiwan’s Liberty Times, Taiwan’s Ministry of Economic Affairs Investment Commission (MOEAIC) has given its approval for Taiwan Semiconductor Manufacturing Company (TSMC) to increase its investment in its Arizona subsidiary by an additional $4.5 billion, following …

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[News] Baoshan Fab Slowdown May Delay TSMC’s 2nm Mass Production to 2026

Posted on 2023-09-19 by TrendForce

According to Taiwan’s Media TechNews, Taiwan Semiconductor Manufacturing Company (TSMC) is actively building its 2-nanometer (2nm) fab, with significant investments in the northern, central, and southern regions of Taiwan. These investments include the Baoshan fab in Hsinchu, the Central Taiwan …

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Global Lithium Production Forecast to Reach 1.21 Million Tons LCE in 2023, US Lithium Producer ALB Leads with a 17% Market Share

Posted on 2023-09-18 by TrendForce

Australian mining company, Liontown Resources Ltd., has just announced it’s agreed to a buyout proposal of AUD 6.6 billion (USD 4.3 billion) by US lithium producer Albemarle Corp (ALB). TrendForce’s latest “2023 Global Li-Ion Battery Industry Chain Market Supply and Demand …

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