Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, demand has slightly improved in the spot market. Some buyers have started to seek quotes in response to their incoming orders, though transaction prices are still relatively low. As for NAND flash, demand has started to...
News
Major tech companies are preparing to announce a new wave of layoffs. According to CNBC, citing Bloomberg, Meta plans to reduce its workforce by 5%, focusing on employees classified as “lowest-performing.” Meta is not the only company taking such measures. Another report from CNBC, citing Bus...
News
As South Korean memory giant SK hynix claimed that its HBM development speed has surpassed NVIDIA’s request, U.S.-headquartered Micron is also working on the next-gen HBM product at full throttle. According to a report from ETNews, Micron is currently conducting final equipment tests for the HBM3E...
News
According to a report from ijiwei, citing Nikkei, sources indicate that China is intensifying export inspections on Apple and other U.S. tech companies, hindering these American companies' expansion efforts in Southeast Asia and India. The enhanced customs checks are reportedly related to dual-us...
News
Ahead of TSMC’s earnings call on January 16th, market rumors have been circulating that the foundry giant’s largest clients are slashing their CoWoS-S orders. According to Commercial Times, AMD and Broadcom are reportedly releasing the CoWoS-S capacity they previously booked due to slowing deman...