Semiconductors


2024-02-22

[News] First Quarter Market Outlook Affected by Off-Season Effects, Three Foundries Discuss Industry Conditions

Foundry is a crucial sector in the semiconductor industry and a focal point of attention for many professionals in the industry. Recently, three foundries have released their outlook for the first half of 2024, all indicating a cautious outlook for the first quarter. According to Taiwanese News o...

2024-02-22

[News] Hurdles in Acquiring NVIDIA’s High-End Products: Assessing the Progress of Eight Chinese AI Chip Companies in Self-Development

Under the formidable impetus of AI, global enterprises are vigorously strategizing for AI chip development, and China is no exception. Who are the prominent AI chip manufacturers in China presently? How do they compare with industry giants like NVIDIA, and what are their unique advantages? A report ...

2024-02-21

[News] Breaking Away from NVIDIA Dependency, Microsoft Reportedly Developing In-House AI Server High-Speed Network Card

Microsoft is reportedly developing a customized network card for AI servers, as per sources cited by global media The Information. This card is expected to enhance the performance of its in-house AI chip Azure Maia 100 while reducing dependency on NVIDIA as the primary supplier of high-performance ...

2024-02-21

[News] Samsung Semiconductor Halts Construction of Pyeongtaek Plant 5, Focuses on Expanding Plant 4 Line to Attract Customers

Despite challenges, Samsung Semiconductor remains optimistic about the market outlook for the second half of the year. According to a report from TechNews citing sources , to compete with TSMC and enhance efficiency to meet market demands, Samsung is reportedly adjusting the expansion schedule of i...

2024-02-21

[Insights] Memory Spot Prices Update: DRAM and NAND Flash Short-term Trends Stable

According to TrendForce's latest release on memory spot prices, with no signs of loosening in contract market prices for DRAM and NAND Flash, spot prices are expected to remain relatively stable in the short term. Details are as follows: DRAM Spot Market: In the spot market, buyers and sellers a...

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