Subject


Semiconductors


2024-10-22

[News] QLC SSD: The Game-Changer for NAND Flash?

In the era of AI and big data, new market demands are emerging in the storage industry, and QLC NAND SSDs, which play a critical role in AI training. This suggests that NAND flash may be on the verge of a new growth opportunity. QLC, or Quad-Level Cells, refers to NAND flash where each storage ce...

2024-10-21

[News] NVIDIA Reportedly in Talk with Samsung for Potential GPU Orders amid Rumored Tensions with TSMC

Would Samsung finally be able to secure major orders from tech giants, even one of the world’s top AI companies? According to a report by The Information, the most successful and lucrative partnership in AI business, which is formed by NVIDIA and its foundry partner TSMC, is showing signs of stra...

2024-10-21

[News] AI Fuels Optical Product Demand, Marvell Reportedly Set to Raise Prices Next Year

According to a report by the Economic Daily News, U.S. chip giant Marvell Technology has announced that it will raise prices across its entire product line starting January 1 next year, marking the first major price hike in the optical communications sector. Marvell's strong financial performance...

2024-10-21

[News] Xiaomi Rumored to Have Taped out its First 3nm Chipset, Which Might be Launched Next Year

Rumors have been circulating for a while that China’s tech giants are capable of manufacturing chips in advanced nodes even without the need for extreme ultraviolet (EUV) lithography machines by ASML, and that local foundry SMIC has reportedly produced 5nm chips for Huawei. Now there seems to be a...

2024-10-21

[News] TSMC Says 2nm More Sought after than 3nm; A16 Attractive for AI Server Clients

TSMC has passed the test of the market with flying colors as it reported record high profit in the third quarter at the earnings call. By confirming that the AI demand is “real,” TSMC Chairman C.C. Wei stated that the foundry giant is expected to enjoy healthy growth over the next five years. Bu...

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