Semiconductors


2023-07-31

High-Tech PCB Manufacturers Poised to Gain from Remarkable Increase in AI Server PCB Revenue

Looking at the impact of AI server development on the PCB industry, mainstream AI servers, compared to general servers, incorporate 4 to 8 GPUs. Due to the need for high-frequency and high-speed data transmission, the number of PCB layers increases, and there's an upgrade in the adoption of CCL grad...

2023-07-27

TrendForce’s Take on Samsung’s 2Q Earnings Announcement

Samsung Electronics has disclosed its financial results for 2Q23, reporting quarterly revenue of 60.01 trillion Korean won. Although the DS division saw a rebound in revenue, the fall in smartphone shipments led to a 22% YoY decline. Samsung highlighted an upturn in its memory business in Q2 due ...

2023-07-27

China’s Auto Price War: Samsung MLCC Dominates Chinese Orders with Low Prices

China's Automotive Price War Rages On: Some automakers have been gradually reclaiming outsourced orders for the battery, motor, electronic control system since May and June, shifting towards in-house production. Recently, they have asked suppliers to requote for second-half orders, with Samsung, Mur...

2023-07-26

Memory Spot Price Update: Stagnant Demand, 512Gb TLC Wafer Sees Increase

DRAM Spot Market: Unlike the contract market, the spot market still shows daily drops mainly due to the influx of used chips that were stripped from decommissioned server DRAM modules. Since the demand situation has yet to turn around, spot prices on the whole continue to slide. There are no indi...

2023-07-20

TSMC 2023 Q2 Earnings Conference Full Transcript

TSMC held its Q2 earnings conference today (20th). TrendForce utilized AI tools to transcribe and made slight edits, presenting the full text of TSMC's operational status report delivered by Chairman Mark Liu, CEO C.C. Wei, and CFO Wendell Huang. ......

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