Semiconductors


2023-11-24

[Insights] MediaTek Collaborates with Meta to Develop Next-Generation Smart Glasses Chip

MediaTek announced a collaboration with Meta to develop its next-generation smart glasses chip. Since Meta has previously used Qualcomm chips for its two generations of smart glasses products, it is speculated that Meta's expansion of chip suppliers is aimed at maintaining supply chain flexibility a...

2023-11-24

[News] Beyond Price Hikes, What Lies Ahead for the Memory Market?

Stepping into the fourth quarter of 2023, the memory market is witnessing a comprehensive uptick in DRAM and NAND Flash prices. This surge, attributed to the gradual impact of companies’ production cuts and sustained robust demand in specific application markets, is poised to continue into the fir...

2023-11-23

[News] Samsung Reportedly Secures AMD and Tesla Orders for 4/5 nm Chips

According to TechNews' report, during a recent financial conference, Samsung revealed its plans to diversify its sales structure by expanding its clientele in the fields of artificial intelligence semiconductors and automotive, moving away from its previous heavy reliance on the mobile sector. As...

2023-11-23

[News] Chinese NAND Flash Firms Narrow Technology Gap with Korean Competitors to Two Years with Substantial Government Support

In recent years, the dynamics of the memory market have undergone significant changes, with South Korean memory giants Samsung and SK Hynix facing intense competition from Chinese firms. They are experiencing heightened competitive pressures, and the technological gap is steadily narrowing. As pe...

2023-11-23

[News] NVIDIA Confirms Development of “Compliance Chips” for the Chinese Market

According to IJIWEI's report, NVIDIA recently confirmed that it is actively working on new "compliant chips" tailored for the Chinese market. However, these products are not expected to make a substantial contribution to fourth-quarter revenue. On November 21, during NVIDIA's earnings briefing fo...

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