Monthly Archives: October 2023

[News] TSMC’s Capacity and Orders Surge, Is the Semiconductor Industry Bouncing Back?  

As reported by Taiwanese media, there’s a gradual uptick in TSMC’s capacity utilization lately, accompanied by a noticeable surge in orders from TSMC’s clients. Some segments of the market are showing signs of rekindled demand, hinting at a possible upswing …

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[News] Fisker Responds to EV Market Challenges with Pricing Adjustments

Fisker, a prominent partner of Foxconn in the EV sector, is taking steps to expedite production and deliveries of its first all-electric SUV, the “Fisker Ocean.” However, faced with slowing EV demand and the market leader Tesla initiating a price …

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[News] AMD Closes In on NVIDIA, Securing Major Deals with Oracle and IBM

As Jiwei reported, AMD, although trailing NVIDIA in AI, has recently clinched significant deals, earning the trust of two major clients, Oracle and IBM. Oracle plans to integrate AMD’s Instinct MI300X AI chips into their cloud services, complemented by HPC …

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[Insights] Optimism Arises in Smartphone Market as High-End Lens Demand Surges

Major optical manufacturer, Largan Precision, held its online Q3 earnings conference on October 12, 2023. During the session, Chairman Lin En-ping’s responses to inquiries from analysts conveyed that the previously sluggish smartphone market might finally witness an upturn in Q4, …

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[News] VIS Set to Establish 12-Inch Semiconductor Plant, Transforming Singapore’s Semiconductor Hub

As reported by Nikkei Asia on October 23rd, three inside sources have indicated that Vanguard International Semiconductor(VIS), a prominent semiconductor foundry, is gearing up to construct its first 12-inch wafer plant in Singapore, aiming to meet the surging demand for …

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