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2024-01-03

[News] AMD Eyes CoWoS-like Supply for AI Chips with TSMC Full Capacity

TSMC operates at full capacity, AMD aims for AI chips reportedly seeks CoWoS-like supply chain. In 2023, NVIDIA led the global AI chip development, and in 2024, the global demand for AI chips is expected to continue to surge due to the expansion of end-user applications such as PCs and mobile pho...

2024-01-03

[News] Samsung and Micron Rumored to Increase DRAM Prices by 15% to 20% in the First Quarter

Global memory giants continue to reduce production, coupled with the situation where market demand is increasing due to the rise in artificial intelligence and high-performance computing applications, as well as inventory replenishment from the smartphone market. This combination is driving a contin...

2024-01-03

[News] ASML Reports Partial Revocation of Export Licenses for DUV Equipment

Dutch semiconductor equipment leader ASML Holding N.V. has announced that export licenses for certain equipment have been partially revoked by the Dutch government. In a press release issued on January 1st, 2024, ASML stated, “A license for the shipment of NXT:2050i and NXT:2100i lithography syst...

2024-01-02

[News] Japanese Semiconductor Equipment Manufacturer Raises Salaries by 40% to Attract Talent

Japanese semiconductor equipment manufacturer Tokyo Electron Limited (TEL) is reportedly set to increase the starting monthly salary for new hires by approximately 40%, breaking the JPY 300,000 barrier for the first time (approximately USD 2,121). This move is expected to align the salary level with...

2024-01-02

[News] Leak Reveals LGD as the Largest Supplier of Apple’s OLED iPad Pro Screen

Recent revelations from South Korean source yeux1122 indicate that LG Display (LGD) holds a higher share than Samsung Display in the supply of OLED screens for Apple's new iPad Pro. The leak suggests that LGD is planning to commence mass production of OLED screens for Apple's iPad Pro in February...

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