Semiconductors


2023-11-15

[Insights] Weekly Price Update: DRAM Slightly Increased, NAND Remained Stable

DRAM spot prices increased slightly this week due to supplier quotes and anticipation of 4Q23 contract hikes, stabilizing with ongoing production cuts. In NAND Flash, active pre-sales peak inquiry didn't significantly impact transactions. Future trends depend on promotions; 512Gb TLC wafer spots exp...

2023-11-15

[News] Global Memory Market Signals Recovery, as Taiwan’s Semiconductor Industry Foresees Robust Growth in Q4

The latest official data from South Korea, the world's largest memory production country, indicates a turnaround in October's memory exports, marking the first growth in nearly 16 months. Meanwhile, the latest report from the Taiwan Semiconductor Industry Association (TSIA) anticipates a quarter-on-...

2023-11-15

China Strives to Break Through U.S. Restrictions in Mature Processes, Aiming for Over 30% Global Share by 2027

Despite the U.S. sanction on the semiconductor industry in China, China is still positively looking for further development. Following our discussion on the shifts of Chinese wafer fabs in the previous article (China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature P...

2023-11-14

[News] H200 Unveiled: NVIDIA Integrates HBM3e for Enhanced AI Performance

On November 13, NVIDIA unveiled the AI computing platform HGX H200, featuring the Hopper architecture, equipped with H200 Tensor Core GPU and high-end memory to handle the vast amounts of data generated by AI and high-performance computing. This marks an upgrade from the previous generation H100,...

2023-11-14

[News] DDR3 Memory Market Rebounds: Winbond, Etron, and ESMT Gain Momentum with Growing Orders

According to Economic Daily News' report, the DDR3 market is experiencing a surge in prices, with an almost 10% short-term increase. Contract prices for this quarter are expected to rise by 10% to 15%, with a continued optimistic outlook for the first quarter of next year. Market analysts point ...

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