Semiconductors


2023-10-12

[News] TSMC’s 2nm Fab in Kaohsiung Prepares for N2P Mass Production

In the ongoing global race for advanced semiconductor technology, TSMC, the leader in semiconductor manufacturing services, continues its strides towards 2nm project. The Hsinchu’s Baoshan plant is set to commence equipment installation in Q2 2024, with mass production scheduled for Q4 2025, start...

2023-10-12

[News] Nanya Tech Expects Continued Conservative Spending to Balance DRAM Supply-Demand in 2024

On October 11, Nanya Technology held an investor conference where CEO Li Pei-Ying noted that DDR5 prices have risen. Nanya Technology's primary products, DDR3 and DDR4, have halted their decline, with recent negotiations indicating potential price increases and an expected improvement in ASP (averag...

2023-10-12

[News] TSMC’s 2nd Plant in Japan May Receive Up to 900 Billion JPY Subsidy

TSMC is in the process of constructing a semiconductor factory in Kikuyo-cho, Kumamoto Prefecture, Kyushu, Japan (referred to as Plant 1). Production is expected to commence in December 2024. Besides this facility, TSMC has shown interest in establishing a second plant in Japan (referred to as Plant...

2023-10-12

[News] Advanced Packaging in High Demand, TSMC and OAST Increasing Equipment Orders

As AI demand continues to surge, TSMC (Taiwan Semiconductor Manufacturing Company) has initiated an extensive expansion plan for its CoWoS (Chip-on-Wafer-on-Substrate) production. Within the industry, reports suggest that TSMC, a leading semiconductor foundry, placed a significant wave of orders wit...

2023-10-12

Continuous Rise in HBM Demand, Memory Giants Expecting HBM4 Delivery in 2025

Amidst the AI boom, HBM technology steps into the spotlight as market demand continues to surge. Global market research firm TrendForce anticipates a 58% year-on-year increase in HBM demand in 2023, with a potential additional growth of approximately 30% in 2024. Compared to traditional DRAM, HBM...

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