Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM spot prices, improvements are unlikely in the near term as reballed chip supply remains plentiful and DDR5 price pressure emerges. As for NAND flash, several suppliers have also lowered their official prices amidst ongoi...
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Following TSMC's recent acquisition of Innolux's Tainan plant for NTD 17 billion, another Taiwanese panel maker, AUO, announced on August 27 that it will sell three idled manufacturing facilities in Tainan, Southern Taiwan as well, as memory giant Micron emerged as the buyer. Part of buildi...
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Recently, the Zhongguancun Science City Technology Growth Phase II Fund and the Vertex Ventures China Technology Innovation Phase II RMB Fund were successively launched, with a combined investment of over CNY 8.5 billion targeting integrated circuit (IC) and semiconductor sectors. Zhongguancun ...
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China's export controls on crucial semiconductor materials are reportedly hitting the supply chain, with concerns rising over potential shortages of advanced chips and military optical hardware. According to the U.S. Geological Survey, China produces 98% of the world's gallium and 60% of its germ...
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In mid-August, Samsung is said to be accelerating its progress on next-gen HBM, targeting to tape-out HBM4 by the end of this year. Now it seems SK hynix has maintained its competitive edge, as the company aims to tape out HBM4 in October, which will be used to power NVIDIA's Rubin AI chips, accordi...