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NVIDIA GB200 supply model is very different; SEMI: Chip manufacturing is improving; Pegatron: Q2 NB shipments are expected to increase by 20% quarterly...
1、The price of 8-inch wafers will increase by 10-20% next year The silicon wafer fab Hejing is driven by applications such as automotive and CIS, and its production capacity continues to be fully loaded. The visibility of orders is expected to next year.
Samsung, SK Hynix and Micron reduce investment in NAND Flash; TI shows strong consumer analog IC demand in 2Q24; ST cuts 2024 outlook as industrial and automotive demand slows...
1、ASE Group sells off four factories in China to fuel Taiwan expansionTaiwan’s ASE Group announced Wednesday (Dec. 1) it will sell off four factories in China.The company plans to invest the profits from the sale to expand its presence in its home market,
American memory giant Western Digital confirmed for the first time on April 8th that there is a supply shortage for both HDD and SSD. They issued formal customer letters notifying of ongoing price adjustments for NAND Flash and hard drive products.
Renault expects the supply of semiconductors to remain difficult until at least mid-2022, complicating the automaker's turnaround that includes overhauling its factory base.