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Monthly Archives: April 2024
[News] TSMC Reportedly Accelerates 2nm Progress, with Kaohsiung Plant Rumored to Commence First Tool-in by Year-end
TSMC, the leading semiconductor foundry, recently announced plans to establish a 2nm production line in the US, while attention remains on expansion progress in Taiwan. According to a report from MoneyDJ, it has indicated that the 2nm fab in Hsinchu’s …
[News] Qualcomm Commits to USD 700 Million Investment in Taiwan Over 5 Years in Settlement with Fair Trade Commission
Qualcomm was fined NTD 23.4 billion by Taiwan’s Fair Trade Commission in 2017 for antitrust violations. Both parties reached a settlement the following year, which sparked some official discontent. However, a report from Korean media outlet The Elec has pointed out that this move …
[News] Memory Giants Reportedly Increasing Prices, But Is the Market Outlook Truly Positive?
Recently, major memory manufacturers such as Micron, Samsung, and Western Digital have all announced price hikes. Industry sources indicate that since 1Q24, memory manufacturers stay steadfastly in controlling supply and raising prices. Coupled with the impact of the recent earthquake …
[News] EU Reportedly to Counterdump Semiconductor and Electric Vehicles from China
In 2024, trade tensions between China and the EU have intensified. On April 10th, the European Commission updated its report on distortive economic practices in China, expanding to include new industries such as telecommunications equipment, semiconductors, railways, renewable energy, and …
[News] Micron Expects 4-6% Quarterly DRAM Supply Impact Post Taiwan Earthquake
Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange …