Semiconductors


2023-12-21

[News] Intel CEO Indicated Intel’s 18A Slightly Ahead of TSMC’s N2

Intel CEO Pat Gelsinger has discussed around Intel's process status, comparisons with TSMC in a recent interview. According to Barron’s report, Gelsinger mentioned in the interview that Intel's 18A process and TSMC's N2 process seem comparable, with no significant advantage for either of them. ...

2023-12-21

[News] TSMC’s Arizona Plant Rumored for Q1 2024 Trial Production, Securing Orders from Three U.S. Clients

According to a report by TechNews, TSMC's Arizona-based Fab21, currently in the intensive equipment installation phase, has initiated the construction of a small-scale trial production line. With a small amount of equipment expected from multiple supply chain by the end of 2023, industry sources sug...

2023-12-20

[News] Samsung’s and SK Hynix’s Potential Expansion Plans Raise Concerns – Major Investments Anticipated Next Year

Amid a gradual recovery in the memory market, South Korean memory giants Samsung and SK Hynix are reportedly set to expand their equipment investments significantly next year. Samsung aims for a 25% increase in investment, while SK Hynix plans to more than double its investment compared to this y...

2023-12-20

[Insights] Due to Year-End Sluggish Demand, Spot Prices Hover for DRAM and NAND Flash

Affected by the year-end and relatively sluggish demand, spot prices of DRAM and NAND Flash have shown a hovering trend this week. Details are as follows: DRAM Spot Market: With the year ending, some DRAM suppliers have released more their existing stocks into the spot market in order to lower...

2023-12-20

[News] The Battle on Advanced Processes Intensifies as ASML Plans to Produce Ten Equipment Capable of 2nm Chip Production Next Year

As TSMC, Samsung, and Intel compete fiercely in the race for 2nm advanced processes, a new wave of the "battle for crucial equipment" is simultaneously unfolding. According to South Korean reports, ASML, the leader in semiconductor advanced lithography equipment, plans to manufacture ten equipmen...

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