Semiconductors


2024-09-23

[News] Qualcomm’s Potential Takeover of Intel Might Have Minimal Impact on TSMC, But Not MediaTek

For Intel, last week was like a roller coaster. On Monday, the company settled down plans for restructuring after the board meeting. On Friday, however, according to reports by The Wall Street Journal and Bloomberg, it turns out that Qualcomm has reportedly reached out to Intel regarding a potential...

2024-09-20

[News] Intel’s Plant Delay Casts Doubt on German Economy, with Chances of Proceeding Estimated at No More than 50%

By announcing a two-year delay in its plan to build chip factories worth €30 billion (USD 33 billion) in Magdeburg, Intel seems to find a way to temporarily alleviate its financial burden. However, a report by German media outlet DW News warns that the chances of the US chipmaker eventually moving...

2024-09-20

[News] NAND Flash: Embracing a New Development Phase

In 2024, the storage market is experiencing dynamic changes, with many positive developments, including rising contract prices, significant revenue growth for manufacturers, and multiple breakthroughs in technology. Amid this, major storage companies are gearing up for new challenges, especially as ...

2024-09-19

[News] Morgan Stanley Predicts ‘DRAM Winter,’ But TrendForce Remains Less Pessimistic

According to a recent report from BusinessKorea, Morgan Stanley published its "Winter Looms" analysis, following last month’s "Prepare for the Peak," which warned of an AI bubble. The report continues to take a bearish view on Korean memory chipmakers, citing weak demand for general DRAM and an ov...

2024-09-19

[New] Seven Chinese Chip Design Companies You Need to Know—All Aiming to Replace Nvidia

As the U.S. and its allies continue to impose technology restrictions on China's semiconductor sector, Beijing has accelerated its efforts to develop homegrown alternatives. Chinese firms are aggressively pursuing advanced AI chip development, aiming to rival Nvidia, the global leader in AI semicond...

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