Semiconductors


2023-08-31

[News] Goldman Sachs: TSMC to Win Big with Intel’s Increased Outsourcing

According to a report by Taiwan's Commercial Times, Goldman Sachs Securities has noted that Intel has been consistently grappling with process upgrade delays since the 10-nanometer fabrication process. Recently, the company has decided to establish a foundry-like relationship between its manufacturi...

2023-08-31

Understanding Chiplets, SoC, and SiP: Why TSMC, Intel, Samsung Invest?

Semiconductor process technology is nearing the boundaries of known physics. In order to continually enhance processor performance, the integration of small chips (chiplets) and heterogeneous Integration has become a prevailing trend. It is also regarded as a primary solution for extending Moore's L...

2023-08-30

[News] Huawei Mate 60’s Kirin 9000s: SMIC Production, Old Tech or US Restriction Break?

According to a report by Taiwan's TechNews, the Huawei Kirin 9000S mobile processor, dubbed by Chinese media as "4G technology with 5G speed," was incorporated into the Huawei Mate 60 Pro smartphone on the 29th. The phone was made available for purchase directly without a launch event or prior promo...

2023-08-30

DRAM Average Prices have not yet recovered, and Wafer Price Increases Continue in Late August

DRAM Spot Market Spot prices of DRAM products have risen slightly lately due to Samsung’s earlier attempt to raise prices of 3D NAND Flash wafers as well as the temporary halt in the flow of rebelled used chips into the market. DDR4 products have experienced a more noticeable price increase compa...

2023-08-30

[News] Intel’s Processor Upgrades: Impact on TSMC’s Revenue Awaited

According to Taiwan's TechNews report, Intel has revealed the architecture and supply schedule of the new generation data center Xeon processors, Sierra Forest and Granite Rapids. They are also set to unveil the consumer processor codenamed Meteor Lake in mid-September. However, with the semiconduct...

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