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Friday 25 October 2024
Kioxia and Nanya join forces to develop next-gen DRAM
Japanese NAND flash leader Kioxia has partnered with Taiwan's Nanya Technology to develop groundbreaking DRAM technology that reduces component size by two-thirds. This milestone...
Friday 25 October 2024
NAND flash market faces cyclical downturn amid production adjustments
The NAND flash market is currently experiencing a cyclical downturn due to persistent oversupply conditions. Key factors contributing to this situation include weakening demand from...
Friday 25 October 2024
Luxshare reportedly to halt Vision Pro production amid surplus component inventory
Apple has dramatically reduced Vision Pro mixed reality (MR) headset shipments since mid-2024, with production potentially halting by year-end due to declining demand, reports The...
Friday 25 October 2024
Micro-LED costs to drop by 50% yearly through to 2030, says PlayNitride chairman
Despite the ongoing commercialization of Micro-LED technology, pressure to lower production costs remains high. Charles Li, chairman of PlayNitride, stated that the company initially...
Friday 25 October 2024
Intel reportedly invites Samsung to form foundry alliance, aiming to catch up to TSMC
Recent reports from South Korea suggest that Intel has privately initiated discussions with Samsung Electronics to explore the possibility of forming a "foundry alliance." Both companies...
Friday 25 October 2024
PCB top players gather at TPCA 2024, eye AI-driven growth
TPCA Show 2024, Taiwan's premier PCB manufacturing event, spotlights the theme "Innovative AI in PCB," reflecting the transformative impact of generative AI technologies like ChatGPT...
Friday 25 October 2024
Apple reportedly cuts Vision Pro production, pivots to affordable MR headsets for 2025 launch
Apple is scaling back production of its Vision Pro mixed reality (MR) headset, with production potentially halting by the end of 2024. The Information reports, citing multiple...
Friday 25 October 2024
Lenovo leverages AI for production flexibility amid US election uncertainties
With polling numbers indicating that Republican candidate Donald Trump is gaining support in the final days leading up to the US presidential election, Che-min Tu, senior vice president...
Friday 25 October 2024
AUO to build the world's largest Micro LED production line, mass production expected in 2025
AUO is positioning itself to lead the global Micro LED market by constructing the world's most advanced 4.5-generation Micro LED production line, set to be completed by October. This...
Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.
Friday 25 October 2024
TSMC to hike sub-5nm quotes in 2025; 2nm to exceed US$30,000
TSMC has made adjustments to its foundry quotations for 2025 to clients to alleviate the effects of gross margin losses caused by high operating costs in overseas facilities and 2nm...
Thursday 24 October 2024
Micron anticipates AI demand boost as EUV-based DRAM enters production in 2025
Micron Technology, which has fully allocated its HBM production capacity for calendar 2025, indicated that demand for AI will increase as it expands from cloud servers to consumer...
Thursday 24 October 2024
SK Hynix maintains edge in HBM3E, but HBM4 certification and Samsung's pursuit pose risks
SK Hynix will announce its financial results for the third quarter of 2024 on October 24. During its previous earnings call, the company indicated that shipments of its HBM3E products...
Thursday 24 October 2024
Wolfspeed halts EUR3bn SiC wafer plant, throwing Germany's semiconductor plans off track
Wolfspeed has suspended the construction of its SiC wafer plant in Ensdorf, Germany, as Europe's electric vehicle market faces a slowdown. This comes on the heels of Intel's halted...
Thursday 24 October 2024
Amid HBM3E supply challenges, Samsung appeals to Nvidia with GDDR7, foundry
As Samsung Electronics (Samsung) faces delays in the mass production of HBM3E, the company is looking to enter Nvidia's supply chain through its competitive GDDR DRAM offerings. Recent...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research