Monthly Archives: September 2024

[News] Taiwan’s PSMC Denies Rumors that Financial Troubles Caused the End of Partnership with Japan’s SBI

In August, 2023, PSMC announced its partnership with Japan’s SBI to construct a chipmaking plant in Japan. However, the plan has been halted last Friday, with reports indicating that PSMC’s deteriorating financial performance may be the reason. However, the Taiwan chipmaker refuted …

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[News] Key Focus This Week: Monitoring for Signs of Deterioration in the U.S. Labor Market

Last week, the People’s Bank of China introduced significant easing measures targeting interest rates, the real estate market, and the stock market, leading to a nearly 16% rebound in the CSI 300 Index from its low. Meanwhile, although the S&P …

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[News] China Reportedly Advises Local Companies to Avoid NVIDIA’s H20, Benefiting Huawei and Cambricon

Rumors have been circulating that NVIDIA has stopped taking orders for its H20 chips customized for China since August. Now, according to the latest report by Bloomberg, regulators in China have been advising companies against buying H20, as part of …

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[News] Weak Demand Drags Down Semiconductor Mature Process Pricing, May Decline for Two Quarters

Taiwanese semiconductor foundries are facing price pressure in mature process as demand remains sluggish, according to a report from the Economic Daily News. Sources indicate that local foundries are offering discounts on mature process orders in Q4, marking a shift …

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[News] Polysilicon Imports Rebound in August, with Slight Decline Expected in September

According to the latest customs data, China’s polysilicon import volume in August 2024 were 4,532 tons, a month-on-month increase of 55.13%. Among them, the import volume from Germany was 3829.3 tons, accounting for 84.50% of the total import volume. Compared …

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