SK Hynix reportedly to complete DRAM fab construction ahead of schedule
SK Hynix’s M15X DRAM plant in Chungbuk-Cheongju, which is under construction, is expected to be completed ahead of schedule.
18
Jun
18
Jun
US and India announce initiatives to boost cooperation in semiconductors and AI, aiming to reduce reliance on China
The US and India announced fresh initiatives to enhance cooperation in semiconductors, AI, critical minerals, advanced telecommunications, and defense space, as the US is leading the charge to build a resilient supply chain that depends less on China.
18
Jun
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors Intel and AMD’s 41% and 47% gross margins, respectively, in the latest quarter. So how many high-end GPU chips did Nvidia sell?
18
Jun
FitTech faces challenges, seeks opportunities with TSMC’s advanced packaging
The Mini LED demand in the LED industry has shown a lack of new momentum, leading to a halt in expansion plans, and impacting equipment supplier FitTech’s operations.
18
Jun
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
18
Jun
Automotive, AI servers to drive at least 20% growth for LemTech
LemTech Holdings is projecting growth in both revenue and profit for 2024, driven by its automotive and AI server product lineup.
18
Jun
Innoscience preps for HKEX listing despite losses
Chinese Gallium Nitride (GaN) IDM Innoscience is preparing to go public on the Hong Kong Stock Exchange (HKEX), despite continued losses and the possibility of future losses due to lawsuits launched by US competitors.
18
Jun
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta’s workforce has decreased by 49.1% to around 57,000 by the end of 2023.
18
Jun
Advanced foundry process quotes to rise in 2025
TSMC may launch a new round of price negotiations in the second half of 2024, with advanced foundry quotes expected to rise as early as 2025.
18
Jun
偏光片大厂住友化学惊爆裁员4000人、还计划减产停产，台湾地区分公司回应
6月18日消息，全球科技业裁员潮不断。据外媒报导，日本偏光片大厂住友化学惊爆因亏损高达3118亿日圆（约合人民币143.14亿元），计划缩减3成的偏光片产能，并且计划在今年春天至秋天期间关闭台湾地区台南和韩国平泽各一条生产线，全球还将裁员4,000人。此消息一出，市场关注住友化学在台湾地区分公司住华科技状况，公司表示营运正常，也没有裁员。随着住友缩减产能，有助于偏光片供需平稳。