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Recent Posts
- [News] Samsung Faces Struggles Ahead as Foundry Investment Reportedly Slashed by Half for 2025
- [News] China’s Probe into U.S. Chip Subsidies May Target Texas Instruments
- [News] China’s Smartphone Market Enters the “National Subsidy” Era
- [News] China Races Ahead in AI: Updates on Huawei’s Advancements and Big Fund’s Semiconductor Moves
- [News] SK hynix Reportedly Set 1c DRAM Mass Production in Feb, While Samsung Delays by Six Months
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Monthly Archives: May 2024
[News] DRAM Price Surge Halts, Could HBM Demand Drive Price Increases?
The recovery in demand for PCs and smartphones will take time, leading to a halt in the upward trend of DRAM prices, remaining stable for two consecutive months. However, the rapid growth in demand for High Bandwidth Memory (HBM), essential …
[News] AMD Reportedly Seeks Major Subsidy with Four Conditions from Taiwan Ministry of Economic Affairs
As the era of AI advances, following NVIDIA’s application to the Ministry of Economic Affairs (MOEA) for the “A+ Industrial Innovative R&D Program,” which led to the establishment of the first R&D center in Asia and the creation of Taiwan’s …
[News] CoWoS Production Capacity Reportedly Falls Short of GPU Demand
The world’s four major CSPs (Cloud Service Providers) – Microsoft, Google, Amazon, and META – are continuously expanding their AI infrastructure, with their combined capital expenditures projected to reach USD 170 billion this year. According to the industry sources cited …
[News] Apple COO Rumored to Make Secret Visit to TSMC, Booking Advanced Capacity for AI In-house Chips
As Apple keeps advancing in AI as well as developing its own in-house processors, industry sources indicated that the tech giant’s Chief Operating Officer (COO) Jeff Williams recently made a visit to TSMC, and was personally received by TSMC’s President, …
[News] TSMC Targets to Increase Specialty Capacity by 50% by 2027, with N4e Reportedly its Latest Weapon
In addition to the aggressive overseas expansion plans recently, TSMC also demonstrates its ambition of increasing specialty capacity, targeting to be expanded by 50% by 2027, according to a report by AnandTech. A key driver of this demand will be …