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Wednesday 5 June 2024
Semiconductor foundry utilization rates seen higher than 80% in 2H24, thanks to AI boom
Driven by the Artificial Intelligence (AI) fervor, semiconductor foundry utilization rates are recovering worldwide. Industry sources in South Korea say that the average global semiconductor...
Wednesday 5 June 2024
DDR5 prices have room for further 10-20% rise
Major chipmakers have already allocated production capacity for DDR5 chips in 2024, suggesting that prices are unlikely to decrease. DDR5 prices have room for another 10-20% increase...
Wednesday 5 June 2024
Memory market duality: Spot prices fall amid sluggish terminal sales, contract prices rise on AI demand
Spot market prices for memory products weakened in May due to subdued end-market demand, while contract market prices remained on an upward trend, driven by robust demand for AI and...
Wednesday 5 June 2024
Which city will host Nvidia's massive R&D center?
At Computex 2024, Nvidia CEO Jensen Huang unveiled ambitious plans to bolster the company's presence in Taiwan, pledging continued investments over the next few years. Nvidia aims...
Monday 3 June 2024
SK Hynix races ahead in HBM with next-gen innovation
SK Hynix is swiftly advancing in the High-Bandwidth Memory (HBM) arena, aiming to develop next-generation HBM that incorporates computing, communication, and other advanced functions...
Monday 3 June 2024
Micron's latest HBM performance catches the eyes of South Korean competitors
Although the current High-Bandwidth Memory (HBM) market is still dominated by SK Hynix and Samsung Electronics, Micron has recently caught up rapidly. Following its earlier announcement...
Monday 3 June 2024
Samsung grapples with strikes and rivalry as SK Hynix ramps up investments
Samsung Electronics' semiconductor division is under pressure, facing fierce competition from industry rivals and internal...
Monday 3 June 2024
Indian delegation harnesses Taiwanese expertise for semiconductor ecosystem development
The Government of Gujarat, India, has dispatched a delegation to Taiwan for the India-Taiwan Semiconductor Summit, while also seizing the opportunity to glean knowledge from Taiwanese...
Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Friday 31 May 2024
STMicro to build EUR5 billion plant in Italy with EU Chips Act aid
STMicroelectronics NV said it plans to spend €5 billion ($5.4 billion) on a manufacturing plant for chips and packaging in Catania, Italy in a multi-year project that's being...
Friday 31 May 2024
South Korea's chip stockpiles shrink at fastest pace in 10 years
South Korea's semiconductor inventories dwindled by the most since 2014, underscoring the pace at which demand is outstripping supply as customers rev up their purchases of devices...
Friday 31 May 2024
Adata remains bullish about DRAM prices in 2H24
Despite a short-term correction in spot market prices for DRAM memory, contract prices will continue to rise in the second half of the year, according to memory module manufacturer...
Friday 31 May 2024
WPG chairman shares insights into M&A and industrial holding strategies
Merger and acquisition (M&A) transactions in Taiwan grew 12% year-on-year in 2023 to 131 cases and may continue hitting another new high in 2024. Simon Huang, chairman of WPG...
Friday 31 May 2024
IC distributor Supreme upbeat about 2Q24
Supreme Electronics, which mostly sells memory chips, is optimistic about its operations in the second quarter of 2024, noting a seasonal increase in demand for handsets and PCs,...
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU...
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Summary of Tech Supply Chain News!
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