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Author Archives: TrendForce
[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 …
[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 …
Posted in DRAM, Semiconductors
Tagged HBM3, HBM3e, memory, Nvidia, Samsung Electronics
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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, …
[News] Intel’s 18A to Start Production in 2025, Featuring Processors for AI PCs and Servers
While surrounded by concerns raised by the USD 1.6 billion net loss in Q2 and the large-scale layoff plan, Intel has finally shared some good news. It announced on August 6th that its next-gen 18A process has achieved a major …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged 18A, 2nm, Intel, TSMC
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[News] Supermicro’s Financial Results Reveal Profit Shortfall and Response to NVIDIA Delay Concerns
Super Micro Computer, Inc. (Supermicro), a provider of servers and storage solutions, released its financial results for the fourth quarter of the fiscal year 2024 (ending June 30, 2024) on August 6. The revenue increased by 143.6% year-over-year (37.9% quarter-over-quarter) …