Monthly Archives: August 2024

[News] China’s July Export Growth Slows, Posing Challenges to Annual GDP Target

The General Administration of Customs of the People’s Republic of China released the import and export data for July on August 7. The total export value in July, measured in USD, was $300.5 billion, representing a 7.0% year-on-year growth. However, this …

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[News] SIA Reports China’s June Semiconductor Sales Increase by Over 20% YoY

Driven by AI demand, the Semiconductor Industry Association (SIA) announced on August 5 that global semiconductor sales for the second quarter of this year increased by 18.3% year-over-year and 6.5% quarter-over-quarter, reaching USD 149.9 billion. SIA data shows that in June 2024, …

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[Insights] Memory Spot Price Update: DRAM Spot Trading Remains Limited as DDR4 Spot Prices Continue to Fall

According to TrendForce’s latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum. DDR5 products are relatively stable, while the spot prices of DDR4 products continue to fall gradually due to high inventory …

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[News] Market Rumors Suggest Samsung’s HBM3e Passed NVIDIA Test, Though Samsung Denies

According to a report from Reuters citing industry sources, Samsung Electronics’ fifth-generation high-bandwidth memory (HBM3e) have passed tests by NVIDIA and could be used in NVIDIA’s AI processors. The report further indicates that while no supply contract has been signed …

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[News] Reserve Bank of Australia Holds Cash Rates Steady, as Inflation Reduction Remains Top Priority

The Reserve Bank of Australia (RBA) announced on August 6 that the cash rate target would remain unchanged at 4.35%, marking six consecutive months without adjustment. RBA Governor Michele Bullock stated that although inflation has eased from its 2022 peak, …

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