Insights
DRAM Spot Market: DRAM spot prices continue to fall as channel demand has been tepid. Furthermore, the decline has become sharper recently for both DDR4 and DDR5 products. At the same time, spot traders who previously accumulated stockpiles are now eager to sell because the overall demand outlook...
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Despite Western chip equipment export bans, China reportedly has imported 32 lithography systems from the Netherlands in Jan-Feb 2024, marking a 256.1% YoY growth. According to China Customs data, Jan-Feb 2024 imports from the Netherlands totaled USD 1.057 billion, up 256.1% YoY, but down 44.8% ...
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In an interview with Chinese media Sina, Lisa Su, CEO of AMD, emphasized that AI is the most revolutionary technology in the past 50 years. She believes that AI-powered PCs will play a crucial role in driving the growth of the PC market this year. Su led AMD's AI PC Innovation Summit in Beijing l...
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As generative AI applications fuel the era of high computing power, Foxconn's connector subsidiary FIT announced on March 25th a cross-industry collaboration with MediaTek. Together, they will develop next-generation high-speed connectivity solutions, specifically Co-Packaged Optics (CPO), aiming to...
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On March 25, the Semiconductor Equipment Association of Japan (SEAJ) disclosed its latest statistics. The data revealed that in February 2024, the sales of Japanese semiconductor equipment (3-month moving average, including exports) reached JPY 317.418 billion, representing a growth of 7.8% comp...