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Monthly Archives: March 2024
[News] Chinese Packaging Giant JCET Group Invests CNY 4.5 Billion to Enter Storage Market
On March 4th, Chinese assembly and testing company, JCET Group (JCET), announced its intention to acquire 80% equity of SanDisk Semiconductor Shanghai Co., Ltd. (SDSS), a subsidiary of Western Digital Corporation (WDC), for USD 624 million in cash. This strategic …
[News] AMD Reportedly Faces Obstacles in Selling Custom AI Chips to China
AMD has encountered resistance from the United States when attempting to sell a custom-designed AI chip to the Chinese market, according to Bloomberg citing sources. The same source further revealed that AMD sought approval from the U.S. Department of Commerce to …
[News] Foxconn Capitalizes on AI Opportunities? Reportedly Looking at Apple’s AI Server Market, B200 Also Poised to Succeed
As per a report from TechNews, Apple’s pivot into AI, abandoning its “Project Titan” for electric cars, signals a shift towards Generative AI. The report further cites sources indicate that Foxconn may provide AI servers to Apple and is currently …
[News] HBM Manufacturers Encounter Challenges in NVIDIA Quality Tests, Raising Concerns over Yield and Production
The surge in demand for NVIDIA’s AI processors has made High Bandwidth Memory (HBM) a key product that memory giants are eager to develop. However, according to South Korean media DealSite cited by Wccftech on March 4th, the complex architecture of …
[Insights] Memory Spot Price Update: Weak Demand Limits NAND Price Increase
DRAM Spot Market: In the spot market, the demand momentum has not been strong enough to push up prices further since the end of the Lunar New Year holiday. Hence, the overall transaction volume remains low. Demand is tepid for …