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2024-04-24

[News] Amid Foundry Overcapacity, Competition for HBM Intensifies Rapidly

As AI semiconductor competition intensifies, the wafer foundry industry faces new challenges due to stagnant demand and excess capacity. The battle for dominance in the high-bandwidth memory (HBM) market is also escalating. According to Business Korea, Samsung has extended the operation time of i...

2024-04-24

[News] 12-Inch Wafer Capacity Construction Going Full Steam

Recently, according to sources from an official platform of Shanghai Construction No.4 (Group), Huahong Group has topped out the main building of FAB9 of the Huahong Manufacturing (Wuxi) project. This is reportedly the second phase project with a total construction area of about 530,000㎡, which i...

2024-04-24

[News] Apple’s AI Development Sparks Rumor – Large Language Models Without Cloud Dependency?

As the Apple Worldwide Developers Conference (WWDC) in June approaches, recent rumors about Apple's AI research have resurfaced. According to reports from MacRumors and Tom's Guide, Apple is reportedly developing a large language model (LLM) comparable to ChatGPT that can run directly on devices w...

2024-04-23

[Insights] April Panel Prices Update, TV Upward Trend Stabilized, Monitor Panel Increases Expanding

TrendForce has released the latest panel quotations for late April. The upward trend in TV is beginning to stabilize due to the increased supply capacity; monitor (MNT) panel prices continue to rise in April as the demand remains strong; for notebook (NB) panel, amid challenges in forming a consens...

2024-04-23

[News] Kioxia and Western Digital Restart Merger Plan, SK Hynix Reportedly Remains Opposition

According to industry sources cited in a report from Business Korea, Japanese NAND Flash supplier Kioxia is preparing to restart its merger plan with its partner Western Digital (WD). However, SK Hynix, a major shareholder and Korean memory giant, continues to firmly oppose the merger. The same r...

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