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Recent Posts
- [News] European Chip Giants Doubling Down on “Made in China”: Key Investments from STM, NXP and More
- [Insights] Memory Spot Price Update: DRAM Demand Slows Amid Year-End Inventory Checks, as Server RDIMMs Hold Strong
- [News] Intel Reportedly to Unveil New Arrow Lake Configurations at CES 2025; 18A Update Also Expected
- [News] Apple Rumored to Launch Entry-Level iPad 11 in Early 2025 with AI Support Speculation
- [News] China Reports 31 Semiconductor M&A Deals in 2024, Led by Analog Chips and Materials
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Meta
Monthly Archives: March 2024
[News] Apple Reportedly Plans to Team Up with Baidu, Sparking AI Server Deployment Trend
Apple is reportedly intensifying its AI efforts, with plans to collaborate with Baidu on the Chinese version of its iPhone 16 series this year, as per a report from Economic Daily News. The devices will feature Baidu’s developed Generative AI …
[News] Three Major Giants Vying for TSMC’s 3-Nanometer Production Capacity
Benefited from frequent orders from its top three clients, Apple, Intel, and AMD, strong momentum has reportedly been driven for TSMC’s 3-nanometer orders, as per a report from Economic Daily News. Anticipated to see sequential growth throughout the year, these …
[News] Rumors Regarding Price Reductions in Mature Process for Foundries Emerge, Signaling a Further Decrease in Prices in Q2
Weak demand in mature process has triggered another wave of foundries’ price reductions. According to a report from Economic Daily News citing industry sources, some foundries have been continuously adjusting their quotes for mature process downward by single-digit percentages (4% to 6%) this …
[News] SK Hynix Reportedly Invests Around USD 90 Billion to Commence Fab Expansion
Reportedly, South Korean memory giant SK Hynix has capitalized on the surging demand in the artificial intelligence (AI) and high-performance computing (HPC) markets. As per a report by ComputerBase, with its HBM and DDR5 products, SK Hynix has swiftly emerged from …
[News] Escalating US China Tech War! China Reportedly Tightens Grip on Intel and AMD, Impacting TSMC
The US-China tech war continues to escalate, as reported by the Financial Times (FT). Beijing has reportedly instructed official institutions in China to refrain from using PCs and servers equipped with microprocessors from Intel and AMD, as well as to reduce …