Semiconductors


2023-08-23

Buyer Reluctance Leads to a DRAM Spot Price Drop; NAND Flash Sees Around a 5% Increase

DRAM Spot Market TrendForce has found that in the past week, the supply of used DDR4 chips (that were stripped from decommissioned server DRAM modules) has started to tighten. Therefore, products in the lower price range have also experienced small price hikes. However, the biggest issue still lies...

2023-08-23

Malaysia: Rising Global Hub for Semiconductor Backend Testing and Packaging in Supply Chain Shift

As reported by TechNews, a media partner of TrendForce, Southeast Asia and India, equipped with the advantages of demographic dividends, strategic geographic positioning, manufacturing capabilities, and rapidly growing economic markets, have undoubtedly emerged as the preferred destinations for the ...

2023-08-22

[News] Dell’s Large Orders Boost Wistron and Lite-On, AI Server Business to Grow Quarterly

Dell, a major server brand, placed a substantial order for AI servers just before NVIDIA's Q2 financial report. This move is reshaping Taiwan's supply chain dynamics, favoring companies like Wistron and Lite-On. Dell is aggressively entering the AI server market, ordering NVIDIA's top-tier H100 c...

2023-08-22

[News] Taiwan Server Supply Chain Wistron, GIGABYTE will be benefit from UK’s AI Chip Purchase

Following Saudi Arabia's $13 billion investment, the UK government is dedicating £100 million (about $130 million) to acquire thousands of NVIDIA AI chips, aiming to establish a strong global AI foothold. Potential beneficiaries include Wistron, GIGABYTE, Asia Vital Components, and Supermicro. P...

2023-08-22

TSMC’s CoWoS Dominance: Amkor, ASE, JCET’s Response

In response to the demands of high-performance computing, AI, 5G, and other applications, the shift towards chiplet and the incorporation of HBM memory has become inevitable for advanced chips. As a result, packaging has transitioned from 2D to 2.5D and 3D formats. With chip manufacturing advanci...

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