Monthly Archives: January 2024

[News] Chinese Supply Chain Reports Vision Pro to Launch on January 27

During last year’s WWDC conference, Apple unveiled its first-ever head-mounted display product, the Vision Pro. At that time, the official statement mentioned a scheduled market release in early 2024, prompting speculation about the precise launch date of Vision Pro. According …

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[News] Rumors Suggest TSMC’s Third Plant in Japan Likely to Be Located in Yokohama or Osaka

In 2024, TSMC’s global expansion continues at full throttle, with industry reports suggesting a significant breakthrough in the establishment of a 3-nanometer advanced process manufacturing facility in Japan. Osaka is considered the most likely location for TSMC’s third plant in …

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[News] AMD Eyes CoWoS-like Supply for AI Chips with TSMC Full Capacity

TSMC operates at full capacity, AMD aims for AI chips reportedly seeks CoWoS-like supply chain. In 2023, NVIDIA led the global AI chip development, and in 2024, the global demand for AI chips is expected to continue to surge due …

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[News] Samsung and Micron Rumored to Increase DRAM Prices by 15% to 20% in the First Quarter

Global memory giants continue to reduce production, coupled with the situation where market demand is increasing due to the rise in artificial intelligence and high-performance computing applications, as well as inventory replenishment from the smartphone market. This combination is driving …

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[News] ASML Reports Partial Revocation of Export Licenses for DUV Equipment

Dutch semiconductor equipment leader ASML Holding N.V. has announced that export licenses for certain equipment have been partially revoked by the Dutch government. In a press release issued on January 1st, 2024, ASML stated, “A license for the shipment of …

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