Articles


2023-12-20

[News] Samsung’s and SK Hynix’s Potential Expansion Plans Raise Concerns – Major Investments Anticipated Next Year

Amid a gradual recovery in the memory market, South Korean memory giants Samsung and SK Hynix are reportedly set to expand their equipment investments significantly next year. Samsung aims for a 25% increase in investment, while SK Hynix plans to more than double its investment compared to this y...

2023-12-20

[Insights] Due to Year-End Sluggish Demand, Spot Prices Hover for DRAM and NAND Flash

Affected by the year-end and relatively sluggish demand, spot prices of DRAM and NAND Flash have shown a hovering trend this week. Details are as follows: DRAM Spot Market: With the year ending, some DRAM suppliers have released more their existing stocks into the spot market in order to lower...

2023-12-20

[News] The Battle on Advanced Processes Intensifies as ASML Plans to Produce Ten Equipment Capable of 2nm Chip Production Next Year

As TSMC, Samsung, and Intel compete fiercely in the race for 2nm advanced processes, a new wave of the "battle for crucial equipment" is simultaneously unfolding. According to South Korean reports, ASML, the leader in semiconductor advanced lithography equipment, plans to manufacture ten equipmen...

2023-12-20

[News] Unexpected Retirement Announcement ‘Mark’ed! Challenges Ahead for TSMC After Mark Liu Steps Down as Chairman

TSMC announced yesterday that Chairman Mark Liu will retire after the shareholders' meeting in June 2024, and it is possible that CEO C.C. Wei will succeed him as chairman, according to TechNews. While the news shocked the industry, insiders see it as somewhat expected. As early as March this yea...

2023-12-20

[News] Apple Supplier Qorvo Sells Chinese Test and Packaging Plant to Luxshare

The global provider of connectivity and power solutions Qorvo announced that it has reached a definitive agreement with Luxshare Precision for the acquisition of Qorvo's assembly and test facilities in Beijing and Dezhou, China. According to Qorvo's official news, the companies anticipate complet...

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