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The semiconductor industry sees a first drop in DRAM prices after a long climb, with silicon wafer shipments expected to bounce back in 2025. Tesla's substantial eSSD purchase for AI and a new Michigan plant backed by U.S. investment signal a positive industry outlook.
1. Global chip shortage could expand to include more advanced processorsThe two-year chip drought has until now only really affected low-end chips. However, TSMC and Samsung are facing the problem of insufficient supply of manufacturing equipment, and the
AI may revive PC market; Intel launches new CPU in 24Q3; Foxconn expands North American AI server layout; Intel’s Lunar Lake Bundled Memory Reportedly Causes Uproar in the PC Supply Chain...
Semiconductor market news(November 21 to November 27)|AMD issues price increase notice;Q3 GPU shipments fell 25.1% y-o-y, while CPU shipments fell 19%;Q3 NAND market down 18% QoQ and falling;Automotive chip suppliers cut automotive MCU, CIS test orders in
AI Chip and Automotive Semiconductor Demand Surges, Supply Chains Rapidly Realign; Foundry Revenues Hit Record Highs as Giants Double Down on Investment, Clear Industry Recovery Signals
1、VW ls Latest Automaker Ensnared by Chinese Covid PlantShutdownsMore global automakers have been caught in China’s latest coronavirus outbreak in Tianjin, adding further stress to already strained supply chains.A production plant operated by Volkswagen A