Semiconductors


2023-10-17

2024 Tech Trends Projection Revealed, TrendForce: AI Continues as the Main Focus

With the approach to the end of 2023, TrendForce revealed the tech trends in every sector, apparently, AI continues as the main focus to decide the direction of how the tech supply chain will be in the next few years, here are the seeings: CSPs increase AI investment, driving a 38% growth in AI s...

2023-10-17

[News] TSMC Decides Not to Enter Longtan Park, Continues Land Assessment

Technews reported, Taiwan Semiconductor Manufacturing Company (TSMC) announced on the 17th that, following an internal assessment, it has decided not to consider entering the third phase of the Longtan Park under the current conditions. However, TSMC will maintain its expansion pace and continue to ...

2023-10-17

[News] Rumored U.S. Tightens Export Ban on Chips to China, Affecting Chinese Chip Design Firms

Reports indicate that the United States is poised to unveil an updated set of restrictions on chip exports to China this week. Beyond the previously reported tightening measures on AI chips and equipment exports, these new regulations are expected to restrict the supply to chip design companies. The...

2023-10-17

[News] TSMC Expected to Lower Capital Expenditure, Potentially Falling Below $30 Billion for the Year

As TSMC's earnings call approaches, the market is abuzz with rumors that the company may revise down its capital expenditure target for this year. This potential adjustment is believed to be driven by delays in Intel's 3-nanometer outsourcing and the deferral of the production schedule for TSMC's 4-...

2023-10-17

[News] Updates: Kioxia and Western Digital’s NAND Flash Progress towards Merger

As reported by multiple Japanese media, including Kyodo News, Nikkei, and Asahi Shimbun on the 13th and 14th of this month, negotiations for the merger between NAND flash memory giants Kioxia and Western Digital have reportedly reached the final stages. There is a high likelihood that a merger agree...

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