Monthly Archives: March 2024

[News] Taiwanese Supply Chain Players Showcase Next-Gen AI Server Solutions at NVIDIA’s GTC

Following NVIDIA’s launch of the new computing platform GB200, as per a report from Commerical Times, Taiwanese supply chain players including Quanta, Pegatron, Wiwynn, Wistron, Gigabyte, and Foxconn’s subsidiary Ingrasys have showcased their solutions and related cooling technologies based on …

Posted in Semiconductors | Tagged , , , , , , | Leave a comment

[Insights] Memory Spot Prices: NAND Flash Prices Edge Over DRAM Momentum

DRAM Spot Market: The spot market has not changed noticeably from the previous week and still lacks significant demand momentum. Therefore, spot prices of DDR4 and DDR5 chips have maintained a mostly flat to slightly downward trend. Module houses also …

Posted in DRAM, NAND Flash, Semiconductors | Tagged | Leave a comment

[News] TSMC Supply Chain Delays US Fab Setup in Line with Chip Giant’s Pace

As TSMC and Intel slow down their plans for building fabs in the United States, the supply chain, according to a report from Nikkei Asia, is also said to delay in following suit, with semiconductor material suppliers like Topco Scientific, …

Posted in Semiconductors | Tagged , , , | Leave a comment

TrendForce: LED Market Value to Grow to USD 13.003 Billion in 2024

According to TrendForce’s latest report “Gold+ Member: Global LED Market Demand and Supply Database and LED Industry Quarterly Update”, the market value of LEDs shrunk to USD 12.608 billion in 2023 due to multiple negative factors such as sluggish end-market …

Posted in Optical Semiconductors, Research & Intelligence | Leave a comment

[News] From Technical Prowess to Integration Capability, TSMC and Intel Target Advanced Packaging to Seize Ecosystem Opportunities

Driven by the AI chip wave, “advanced packaging” emerges as the hottest technology in the semiconductor industry. Its significance extends beyond computational power demands, as the escalating cost of semiconductor processes and the limits of Moore’s Law make the “integration …

Posted in Semiconductors | Tagged , , , , | Leave a comment