Semiconductors


2023-08-17

Weak Demand Pressures TSMC, Samsung, Dongbu HiTek 8-inch Foundry Prices

In recent market speculations, TSMC is rumored to have reduced its 8-inch wafer manufacturing quotes by as much as 30%, with subsequent reports suggesting that South Korean wafer foundries are following suit in lowering 8-inch wafer production prices. According to TrendForce's channel check, TSMC...

2023-08-17

[News] TSMC’s N3 and N4P Processes to Power Apple, Qualcomm, and MediaTek Chips

According to a report by Taiwan's Commercial Times, global smartphone brands are set to introduce a series of flagship-level new products. Following the introduction of Apple's A17 chip using TSMC's 3-nanometer process, Qualcomm's next-generation processor Snapdragon 8 Gen 3 and MediaTek's Dimensity...

2023-08-16

Intel Cancels Tower Semiconductor Deal: TrendForce Analyzes Impact on Competitive Foundry Landscap

Intel Corporation today announced that it has mutually agreed with Tower Semiconductor to terminate its previously disclosed agreement  to acquire Tower due to the inability to obtain in a timely manner the regulatory approvals required under the merger agreement, dated Feb. 15, 2022. In accordance...

2023-08-16

Memory Spot Prices Update: DRAM Decline Persists, NAND Flash Stabilized for Weeks

DRAM Spot Market: The spot market has shown no demand turnaround this week, so prices there are stagnant. Unlike the situation in the contract market, suppliers are not collectively attempting to moderate the price decline in the spot market due to the lack of a notable rebound in the sales of co...

2023-08-16

[News] CoWoS Production Surges at TSMC, UMC, Amkor, and ASE Hasten to Catch Up

According to a report by Taiwan's Commercial Times, JPMorgan's latest analysis reveals that AI demand will remain robust in the second half of the year. Encouragingly, TSMC's CoWoS capacity expansion progress is set to exceed expectations, with production capacity projected to reach 28,000 to 30,000...

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