Articles


2023-09-07

[News] CoWoS Production Shortage, TSMC Expects Capacity Will Catch Up in 1.5 Years

According to Taiwan's Economic Daily, TSMC Chairman Mark Liu stated on 9/6 that semiconductor technology development "has reached the exit of the tunnel, and there are more possibilities beyond the tunnel; we are no longer bound by the tunnel." Regarding TSMC's progress in establishing a factory ...

2023-09-07

[News] No Improvement in Demand, TV Panel Faces Price Pressure Starting in October

TrendForce released panel price forecasts for early September, with Eric Chiou, Senior Research Vice President at TrendForce, noting that TV panel prices have been on the rise since February. However, despite the price uptrend, end-demand remains subdued. Coupled with the overall unfavorable economi...

2023-09-06

Huawei’s Mate 60 Pro Impresses Market, SoC Competition Key Against Qualcomm/MediaTek

Huawei's official website unexpectedly unveiled its latest flagship smartphone, the Mate 60 Pro, on August 29, 2023, followed by the release of the Mate 60 the next day. The Mate 60 Pro's performance, powered by the Kirin 9000S SoC, has garnered significant attention in the market. TrendForce's I...

2023-09-06

The Spot Price for Both DRAM and NAND Flash Had No Signs of An Upturn in Early September

DRAM Spot Market Compared with last week, transaction prices in the spot market have generally stopped falling, but there is no sustained upward momentum. Although suppliers and other spot sellers have been firm on prices and are unwilling to make further concessions, the overall transaction volume...

2023-09-06

[News] ASE Penang Factory Expansion Targets Revenue Doubling

According to a report by Taiwan's Central News Agency, Tien Wu, CEO of the semiconductor packaging and testing giant ASE Group, believes that the semiconductor industry is experiencing ongoing inventory adjustments, with uncertainties remaining in the global economy. However, he maintains a positive...

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