Semiconductors


2023-10-13

[News] Amkor’s Vietnam Plant Meets High-End Semiconductor Demand as Advanced Packaging Thrives

On October 11th, Amkor announced the official opening of its factory located in the Yen Phong 2C Industrial Park in Bac Ninh Province, Vietnam. The new facility, occupying 57 acres, is set to become Amkor's largest, with an investment of approximately $1.6 billion by 2035. The factory primarily focu...

2023-10-13

Q4 DRAM Contract Prices Estimated Quarterly Increase of 3-8% After 8 Quarters Drops Continously

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%. Whether this upward momentum can be sustained will hinge on the suppliers' steadfastness in maintainin...

2023-10-13

[News] TSMC’s Investor Meeting on the 19th with Market’s Attention on Five Key Topics

TSMC is set to conduct an investor meeting on the 19th, with Morgan Stanley, UBS, and Bank of America Securities releasing their latest reports ahead of the event. These reports highlight five main areas of interest: 1. Q4 Operational Outlook 2. Future Gross Margin Trends 3. Potential Adjustmen...

2023-10-13

[News] Explosive AI Server Demand Ignites Aggressive Expansion by Wiwynn and Quanta

Source to China Times, in response to increased visibility in AI server orders and optimistic future demand, two ODM-Direct based in Taiwan, Wiwynn, and Quanta, are accelerating the expansion of their server production lines in non-Chinese regions. Recently, there have been updates on their progres...

2023-10-12

[News] TSMC to Receive One More Year of Exemption Amid U.S. Chip Export Ban to China

As reported by The Wall Street Journal today, Taiwan Semiconductor Manufacturing Company (TSMC) is poised to secure an additional one-year exemption from the United States. TSMC's semiconductor facility in Nanjing, China, is expected to continue operations in the "foreseeable future" as long as sign...

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