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Polysilicon Transaction Overview: The recent round of deals has mostly been completed. After polysilicon manufacturers firmly maintained their prices, transaction volumes shrank. The ingot manufacturers, facing difficulties in passing costs downstream, are resistant to price hikes on the raw mate...
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Japanese government-backed foundry Rapidus aims to begin mass production of 2nm chips by 2027. According to a MoneyDJ report, existing shareholders like Sony and NAND Flash giant Kioxia are reportedly considering additional investments to support the company's funding needs. The Japan Times cited...
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In August, 2023, PSMC announced its partnership with Japan's SBI to construct a chipmaking plant in Japan. However, the plan has been halted last Friday, with reports indicating that PSMC’s deteriorating financial performance may be the reason. However, the Taiwan chipmaker refuted the speculati...
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Taiwanese semiconductor foundries are facing price pressure in mature process as demand remains sluggish, according to a report from the Economic Daily News. Sources indicate that local foundries are offering discounts on mature process orders in Q4, marking a shift from the relatively stable pricin...
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The industry holds high expectations for photonic chips, which play a crucial role in data centers, especially in high-bandwidth and energy-efficient data transmission. With the growing demand for efficient data processing driven by the rise of artificial intelligence, cloud computing, and IoT devic...