Articles


2023-10-13

[Insights] Swedish Telecom Telia Accelerates 5G Redcap Field Validation, Paving the Way for Commercial Deployment

Swedish telecom giant Telia, along with Nokia and MediaTek, successfully completed 5G Redcap field testing in Finland. During this endeavor, Telia utilized its Finnish base stations and concurrently deployed a 5G Standalone Network (SA) core on MediaTek's 5G Redcap testing platform. The test also...

2023-10-13

Q4 DRAM Contract Prices Estimated Quarterly Increase of 3-8% After 8 Quarters Drops Continously

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%. Whether this upward momentum can be sustained will hinge on the suppliers' steadfastness in maintainin...

2023-10-13

[News] TSMC’s Investor Meeting on the 19th with Market’s Attention on Five Key Topics

TSMC is set to conduct an investor meeting on the 19th, with Morgan Stanley, UBS, and Bank of America Securities releasing their latest reports ahead of the event. These reports highlight five main areas of interest: 1. Q4 Operational Outlook 2. Future Gross Margin Trends 3. Potential Adjustmen...

2023-10-13

[News] Explosive AI Server Demand Ignites Aggressive Expansion by Wiwynn and Quanta

Source to China Times, in response to increased visibility in AI server orders and optimistic future demand, two ODM-Direct based in Taiwan, Wiwynn, and Quanta, are accelerating the expansion of their server production lines in non-Chinese regions. Recently, there have been updates on their progres...

2023-10-13

Wafer prices Declining is Inevitable; Cells and Modules End are under pressure and Their Profits will be Lower

Polysilicon: Polysilicon prices have remained stable throughout the week. The mainstream concluded price for mono recharge polysilicon is RMB 83/KG, while mono dense polysilicon is priced at RMB 81/KG and N-type polysilicon is currently priced at RMB 93/KG. On the supply side, some of the prod...

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