Insights
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...
News
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...
News
According to a report from Taiwan's Economic Daily, the construction of TSMC's 2-nanometer fab in the Central Taiwan Science Park (CSTP) is confirmed to be delayed until next year due to land acquisition and construction timelines. The Taiwan Central Science Park Administration indicated that thi...
News
According to a report by Taiwan's Economic Daily, Foxconn Group has achieved another triumph in its AI endeavors. The company has secured orders for over 50% of NVIDIA's HGX GPU base boards, marking the first instance of such an achievement. Adding to this success, Foxconn had previously acquired a...
News
According to the news from Mydrivers.com, TSMC announced its ambitious plans for constructing cutting-edge 4nm and 3nm chip fabs in the United States. The move is expected to generate tens of thousands of job opportunities in the US job market. However, TSMC's timeline for commencing production at i...