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Monthly Archives: August 2024
[News] NVIDIA’s Dominance Under Threat? Challengers Are Launching New Products to Compete
NVIDIA’s market leadership has garnered significant attention from other industry players. According to a report from Financial Times, several smaller companies, including Cerebras, d-Matrix, and Grog, have raised hundreds of millions of dollars and are launching new products, hoping to …
Posted in Semiconductors
Tagged AI, Cerebras, CUDA, d-Matrix, Grog, Nvidia, Softbank, TSMC
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[News] Japan’s Chip Equipment Sales Hit Record High This Year, with 23.6% YoY Growth in July
According to data released by the Semiconductor Equipment Association of Japan (SEAJ) on August 27th, Japan’s semiconductor manufacturing equipment sales continue to soar, with July sales up by about 20%, marking four consecutive months of double-digit growth. Sales from January …
Posted in Semiconductors, Telecommunications, Wafer Foundries
Tagged Japan, SEAJ, semiconductor, TEL
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[News] Lip-Bu Tan Resigns from Intel Board Amid Reported Disagreements
As per sources cited in a report from Reuters, it’s revealed that former Intel board member Lip-Bu Tan stepped down after just two years due to disagreements with CEO Pat Gelsinger and other board members. Two years ago, former Cadence …
[Insights] Memory Spot Price Update: South Korean Supplier Increased DDR5 Supply, Generating Downward Price Pressure for DRAM
According to TrendForce’s latest memory spot price trend report, regarding DRAM spot prices, improvements are unlikely in the near term as reballed chip supply remains plentiful and DDR5 price pressure emerges. As for NAND flash, several suppliers have also lowered …
[News] Japan’s SPPI Stays Strong in July, while Market Expects Further BOJ Rate Hike This Year
The Japan Services Producer Price Index (SPPI) growth rate keeps above 2% in July, as reported on August 27. According to the Bank of Japan, the SPPI increased by 2.8% year-on-year in July, slightly lower than the 3.1% recorded in …