Semiconductors


2023-11-03

[Insights] Polysilicon-Wafer Deal Deadlock, Cell & Module Prices Falling

In TrendForce's latest solar energy pricing, it is revealed that upstream polysilicon and wafer transactions have reached a standstill, while downstream cell and module prices continue to decline. Polysilicon Polysilicon prices continue to decline throughout the week. The mainstream conclud...

2023-11-03

TrendForce Foresees China’s Mature Wafer Processes to Expand to 33% by 2027, Japan Secures Advanced Processes

The research institution TrendForce held its AnnualForecast 2024 Seminar on November 3, where they delved into discussions about global wafer foundry trends, the applications of AI, the dynamics of AI servers, and the demand for High Bandwidth Memory (HBM). Joanne Chiao, analyst from TrendForce, ...

2023-11-03

[News] Taiwan’s $30 Billion “Chip-Driven Industrial Innovation Program” Annually Set to Garner Global Interest and Collaboration

According to UDN's report, the Taiwanese government has introduced the "Taiwan Chip-Driven Industrial Innovation Program," an investment of NT$300 billion with an annual average of NT$30 billion.  On October 2, Executive Yuan Commissioner Tsung Tsong Wu and Chairperson of the National Science Counc...

2023-11-03

[News] Intense Competition in Advancing Processes at the 2nm by Samsung, Intel, and TSMC

According to TechNews' report, Gitae Jeong, Vice President of Samsung Electronics, recently revealed in an interview that the company is set to introduce the SF1.4 (1.4nm) process, expected to enter mass production in 2027. This announcement intensifies the competition in advanced semiconductor m...

2023-11-02

[News] Qualcomm Reveal Strong Q4 Results, TrendForce Stays Neutral with 3% Global Smartphone Growth Forecast

In the fourth quarter, Qualcomm reported a year-on-year revenue decline of 24%, amounting to $8.67 billion for the period ending on September 24. Nevertheless, this figure exceeded the market's projected $8.51 billion. Akash Palkhiwala, CFO of Qualcomm, stated that the smartphone market is showing s...

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