Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

Driven by downstream applications such as new energy, 5G, and photovoltaics, the third-generation semiconductor industry, represented by silicon carbide (SiC) and gallium nitride (GaN), is rapidly developing. Major semiconductor manufacturers are actively expanding their presence in this sector. At ...

According to a report from Business Korea, Samsung Electronics has started the construction of a test line to enhance the yield of its 7th generation DRAM at the 10nm level. The report notes that as Samsung has been losing its leadership in the DRAM sector, including HBM, this move might be an at...

According to UDN News, citing The New York Times, sources suggest that the Biden administration may initiate a trade investigation targeting China’s legacy chip production in the coming weeks. The New York Times report indicates that a Washington-based trade association recently sent out member...

As TSMC’s Arizona fab aims to start mass production in early 2025, whether United Microelectronics Corporation (UMC), another foundry giant in Taiwan, will follow suit attracts widespread attention. However, according to the latest report from the Central News Agency, the company has no plans to ...