Semiconductors


2024-06-27

[News] Outpacing Samsung or the End of Race? Kioxia Aims 1000-layer NAND by 2027

After ending production cuts amidst a recovery in the memory industry, Kioxia disclosed its plans on the 3D NAND roadmap last week. According to reports from PC Watch and Blocks & Files, Kioxia stated that achieving a 1,000-layer level by 2027 would be possible. According to the reports, the ...

2024-06-27

[News] GDDR7 Emerging as a New Driver for Memory Industry

AI applications is driving the memory market forward, with HBM (High Bandwidth Memory) undoubtedly being a sought-after product of the industry, attracting increased capital expenditure and production expansion from memory manufacturers. At the meantime, a new force in the memory market has quietly ...

2024-06-26

[News] South Korea to Boost Semiconductor with a 26 Trillion Won Subsidy Program Starting in July

According to reports from the Chosun Daily, starting from July, the South Korean government will begin offering incentives and subsidies to semiconductor companies, launching a 26 trillion won (USD 19 billion) funding program to support the industry. While China and the United States are introduc...

2024-06-26

[News] TSMC’s Kumamoto Fab 2 Reportedly Begins Land Preparation

According to a report from Japanese news outlet Kyodo News, TSMC's Fab in Kikuyo, Kumamoto Prefecture, Japan (Kumamoto Fab 1) is expected to start mass production in Q4 this year. The planned second Fab (Kumamoto Fab 2) will also be located in Kikuyo. Reportedly, TSMC's Kumamoto Fab 2 has already b...

2024-06-26

[Insights] Memory Spot Price Update: DRAM Remains Weak Despite Samsung’s Capacity Shift to HBM

According to TrendForce's latest memory spot price trend report, the spot price of DRAM remains weak, as Samsung’s reallocation of its D1A process to the manufacturing of HBM products did little help. As for NAND flash, overall transactions are also sitting on the enervated end due to weakening m...

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