Semiconductors


2024-03-26

[News] Japanese Semiconductor Equipment Sales Smashed the JPY 300 Billion Threshold in February

On March 25, the Semiconductor Equipment Association of Japan (SEAJ) disclosed its latest statistics. The data revealed that in February 2024, the sales of Japanese semiconductor equipment (3-month moving average, including exports) reached JPY 317.418 billion, representing a growth of 7.8% comp...

2024-03-26

[News] Intel, Qualcomm, Google Reportedly Form Alliance, Posing Challenges to NVIDIA’s Dominance in AI?

Intel, Qualcomm, Google, and other tech giants are reportedly joining forces with over a hundred startups to challenge NVIDIA's dominance in the market, as per a report from Reuters. Reportedly, their goal is to collectively penetrate the artificial intelligence (AI) software domain, guiding develop...

2024-03-26

[News] Apple Reportedly Plans to Team Up with Baidu, Sparking AI Server Deployment Trend

Apple is reportedly intensifying its AI efforts, with plans to collaborate with Baidu on the Chinese version of its iPhone 16 series this year, as per a report from Economic Daily News. The devices will feature Baidu's developed Generative AI technology, thus sparking a new wave of AI server deploym...

2024-03-26

[News] Three Major Giants Vying for TSMC’s 3-Nanometer Production Capacity

Benefited from frequent orders from its top three clients, Apple, Intel, and AMD, strong momentum has reportedly been driven for TSMC's 3-nanometer orders, as per a report from Economic Daily News. Anticipated to see sequential growth throughout the year, these orders are expected to remain robust u...

2024-03-26

[News] Rumors Regarding Price Reductions in Mature Process for Foundries Emerge, Signaling a Further Decrease in Prices in Q2

Weak demand in mature process has triggered another wave of foundries' price reductions. According to a report from Economic Daily News citing industry sources, some foundries have been continuously adjusting their quotes for mature process downward by single-digit percentages (4% to 6%) this qua...

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