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Recent Posts
- [News] SK hynix Rumored to Deliver Major HBM Order to Broadcom in 2025
- [News] TSMC Rumored to Begin FOPLP Production with Smaller Substrates, with Mini Lines Prepared by 2026
- [News] Kioxia Urges Bain and Toshiba to Sell Shares, Aims to Double AI NAND Market Share in Three Years
- [News] NVIDIA Reportedly Asks Super Micro to Investigate AI Chips Acquired by China Following U.S. Demand
- [News] Intel Reportedly Narrows down Bidders for Altera, with Formal Offers Due by January’s End
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Monthly Archives: January 2024
[News] Despite U.S. Semiconductor Export Restrictions, ASML Reports Doubling of Revenue Share from China in 2023
Despite the U.S. export control measures on semiconductor equipment, including those from the Netherlands-based ASML, a major player in advanced manufacturing tools, recent financial reports have contrastingly indicate a doubling of the revenue share from the Chinese market? On January …
[News] Strong Performance in HBM Ends SK Hynix’s Four Consecutive Quarters of Losses
South Korean memory giant SK Hynix has released its financial results for the fourth quarter of 2023 and the full year 2023, ending on December 31, 2023. In the fourth quarter, the revenue reached KRW 11.306 trillion, operating profit amounted …
[News] Possible 30% Cut in Orders for New iPad Pro, Impacting TSMC, Foxconn, and Novatek
Apple’s upcoming iPad Pro, featuring an OLED screen for the first time, is scheduled to be released in March or April. However, recent market reports suggest a potential 30% reduction in the estimated order volume, indicating Apple’s cautious outlook on …
Posted in Consumer Electronics, Tablets
Tagged Foxconn, iPad Pro, LGD, Novatek, OLED, TSMC
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[News] Over 350 China’s Semiconductor Industry Projects Thriving in 2023
In 2023, the downturn in terminal consumption has spread to various aspects of the semiconductor industry. While the industry generally adopted a cautious stance, some specific segments defied the trend and showed counter-cyclical growth. This attracted numerous companies to strategically …
[News] TSMC’s 2023 Wafer Average Selling Price Rises by 22%, Driven by N3 Process Success
Fueled by the advancement in TSMC’s N3 process technology, the average selling price (ASP) of TSMC’s 12-inch wafers increased to USD 6,611 in the fourth quarter of 2023, registering a year-on-year growth of 22% despite the subdued semiconductor market. According …