Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM spot prices, since inventory levels are not excessively high, the selling pressure remains manageable. DDR4 products, though, have been suffering from the downward pressure more than DDR5. As for NAND flash, the spot mar...
News
Amid the escalating tech war between China and the US, along with rising geopolitical tensions, China has accelerated its import of chip manufacturing equipment since the middle of last year to counter potential US chip sanctions, with Dutch company ASML and Japanese company Tokyo Electron (TEL) be...
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Among memory giants which are accelerating their development of next-gen HBM amid the AI boom, SK hynix, NVIDIA’s major HBM supplier, is at the forefront as it dominates the market. According to Kangwook Lee, Senior Vice President and Vice President of Packaging, though it might be the case that c...
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TSMC, along with research teams like imec, continues to push the boundaries in pursuit of optimal solutions for achieving high bandwidth and low power consumption on the same chip area. As per a report from Commercial Times, Imec has even mapped out a blueprint for the Angstrom era, with the pote...
Insights
Summary: Manufacturing PMI slight uptick New orders and production sub-indices continue to decline Uneven demand recovery across sectors The U.S. manufacturing PMI showed a slight uptick in August, according to data released by the Institute for S...