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- [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
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Monthly Archives: May 2024
[News] Arm might Spin off AI Chip Division after 2025
In 2023, NVIDIA secured a large number of AI chip orders through the sale of data center GPU, making it the most prominent company in the AI field for the year. In this context, many chip design companies have been …
Posted in Emerging Technologies, Semiconductors
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[Insights] Memory Spot Price Update: DRAM Price Momentum Held Back by Higher Inventory after China’s May Holiday
According to TrendForce’s latest memory spot price trend report, due to relatively high level of inventories, the uptrend of DRAM spot prices is not as sharp compared with that of contract prices. Meanwhile, regarding NAND Flash prices, the spot market …
Posted in DRAM, NAND Flash, Semiconductors
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[News] As U.S. Export Restrictions Tighten, Qualcomm Reportedly Affirms Huawei May no Longer Need its Chips
According to reports from Chinese media My Drivers and Gizchina, Qualcomm is said to have confirmed that Huawei will no longer require their processors. Amidst escalating tensions between the United States and China due to trade and technology restrictions, Qualcomm’s CFO …
[News] Punitive Tariffs on Chinese EVs by US Reportedly to Further Hinder BYD, Leapmotor and Others’ Global Expansion Plan, while EU Investigation Persists
The latest punitive tariffs imposed on Chinese-made electric vehicles (EVs) by the Biden administration are likely to discourage BYD, Leapmotor, and other local manufacturers from their global expansion plans, though the US is not their key target yet, according to …
[News] How Costly is the High-NA EUV? TSMC Reportedly Shocked, Considering Not Using the Equipment in its A16 Node
According to sources cited by a report from Economic Daily News, TSMC’s A16 advanced process node might not necessarily require ASML’s latest advanced chip manufacturing equipment, the High Numerical Aperture Extreme Ultraviolet Lithography (High-NA EUV), due to its expensive price. …