Monthly Archives: May 2024

[News] Samsung Union Launches First-ever Strike, Potentially Impacting Global Semiconductor Supply Chain

The global semiconductor supply chain may face disruption as the Samsung Electronics union announces its first-ever company strike on June 7. According to a report from BBC, approximately 28,000 union members, accounting for more than 20% of Samsung’s total workforce, …

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[News] SK Hynix Disclosed Details Regarding HBM4e, Reportedly Integrating Computing and Caching Functionalities

As the demand for AI chips keeps booming, memory giants have been aggressive in their HBM roadmaps. SK hynix, with its leading market position in HBM3e, has now revealed more details regarding HBM4e. According to reports by Wccftech and ET …

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[News] Coherent’s UK Fab Faces Sale, Indicating Apple’s VCSEL Supply Chain Changes

According to Daily Telegraph, Coherent’s fab located in Newton Aycliffe, County Durham, Northern England, is facing potential sale or closure as Apple ceased a supply agreement. Currently, the plant is under review, which might turn out to be sold. Coherent …

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[Insights] Memory Spot Price Update: Price Dropped Further; NAND Demand Momentum Expected to Pick Up in Q3

According to TrendForce’s latest memory spot price trend report, the weak demand is putting more and more pressure on sellers, causing spot prices of modules and chips continue to record a sharper fall than the week before. Meanwhile, regarding NAND …

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[News] South Korean Media Suggests AMD Could Become Samsung’s 3nm GAA Process Customer

According to a report on May 29th from The Korea Economic Daily, it has speculated that AMD is likely to become a customer of Samsung Electronics’ 3nm GAA process. Reportedly, during AMD CEO Lisa Su’s appearance at the 2024 ITF World, …

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