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Friday 28 June 2024
NAND flash shortage may occur in 2H24
The demand for high-capacity SSDs in AI-accelerated data centers is expanding at a rapid tempo, and a shortage of NAND supply may occur in the second half of this year, according...
Thursday 27 June 2024
Ibiden scales up AI chip substrate capacity for Nvidia supply chain
Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner.
Thursday 27 June 2024
China charges ahead in hydrogen race with strong policy support and domestic demand
The Chinese government is once again expanding the scale of its hydrogen energy industry and broadening overseas sales through two main methods: official policy support and substantial...
Thursday 27 June 2024
Omdia research finds weak demand leads to declining quarter for semiconductor market
According to Omdia, the semiconductor market experienced a 2% decrease in the first quarter of 2024, resulting in a total of US$151.5 billion.
Thursday 27 June 2024
AI craze reaches Southern Taiwan Science Park, boosting record high revenue
Driven by the leading semiconductor industry, all six major industries in the Southern Taiwan Science Park (STSP) have fully recovered. From January to April 2024, the park's total...
Thursday 27 June 2024
Apple's halo shines bright in smartphone supply chain, even with consumer demand concerns
With Nvidia leading the charge in generative AI, Apple's brand image seemed to have lost a bit of its luster.
Thursday 27 June 2024
AI drives Micron turnaround to profit with future price hikes expected
Micron announced substantial growth in its latest financial results.
Thursday 27 June 2024
ASEH steps up production expansion for advanced packaging
ASE Holdings (ASEH) has stepped up production expansion for advanced packaging and does not rule out establishing additional facilities in Japan, the US, or Mexico, according to company...
Thursday 27 June 2024
Memory contract prices to rise in 3Q24
Contract market prices for memory chips are still expected to increase in the third quarter of 2024 despite the sluggish trading in the spot market, according to industry sources.
Thursday 27 June 2024
Equipment makers see demand boom for TSMC CoWoS packaging
With TSMC planning to boost production capacity for CoWoS packaging, related fab toolmakers are confident about orders from the contract chipmaker.
Wednesday 26 June 2024
Generative AI spurs hardware evolution and industrial opportunities
Generative AI is propelling advancements in hardware and unlocking extensive application potential across various industries.
Wednesday 26 June 2024
Micron poised to bet on high-efficiency HBM, more DRAM for AI phones
The 2024 memory market has been heavily focused on High Bandwidth Memory (HBM) for cloud AI servers.
Wednesday 26 June 2024
Phison to boost PCIe Gen5 retimer chip shipments
Phison Electronics began delivering its PCIe Gen5 retimer chips in January and has since stepped up the pace of shipments, according to the Taiwan-based company.
Wednesday 26 June 2024
ASE sees better prospects in 2H24, thanks to robust advanced packaging demand
ASE CEO Tien Wu said at the company's 2024 shareholder meeting on June 26 that the semiconductor industry will have better performance in the second half of 2024, thanks to the demand...
Wednesday 26 June 2024
Passive component companies expand production for AI demand
Companies across industries, including the passive component sector, are optimistic about generative AI's business potential.