Semiconductors


2024-08-07

[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, global semic...

2024-08-07

[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 levels. As for NAND flash, the spot market saw n...

2024-08-07

[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 yet, one is expected ...

2024-08-07

[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 milestone, and will start production in 2025. The semiconductor giant s...

2024-08-07

[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) to USD 5.31 billion. The...

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