Supermicro, a major beneficiary of the AI boom, saw its stock plunge after Ernst & Young resigned as its auditor, raising market concerns. According to a report from Liberty Times, citing Chinese media outlet Cailian Press, NVIDIA, which has close ties to Supermicro, is shifting orders that wer...

The U.S. services PMI expanded for the fourth consecutive month in October, rising from 54.9 in September to 56.0—its highest level since July 2022, according to data released by the Institute for Supply Management (ISM) on November 5.   Business Activity & New orders In the subindic...

According to TrendForce's latest memory spot price trend report, regarding DRAM, the decline in DDR5’s spot prices has been relatively modest, while DDR4 and DDR3 products experience more significant pressure. As for NAND flash, spot prices could continue to fall also due to the possible expansion...

According to a report from Commercial Times, citing industry sources, TSMC has become the focus of active collaboration efforts from various parties. The governor of Texas, Greg Abbott, plans to visit TSMC after the U.S. elections to persuade the company to transfer its Arizona plant investment plan...

SpaceX is reportedly urging Taiwanese suppliers to relocate production lines overseas due to geopolitical concerns. Citing Taiwan's Ministry of Economic Affairs, CNA reported that 46 Taiwanese companies have already joined the global space supply chain this year. Taiwan has demonstrated competitive,...