After the memory market, led by DRAM, began to rebound, NAND Flash has also entered the final stages of its downturn. Customer inventories have been consumed, and with the growth in demand driven by Artificial Intelligence (AI), it’s reported that Samsung Electronics’ NAND utilization rate has increased to nearly 90%.

Tesla Inc.’s weekend move to slash prices across its range in China risks triggering a new round in the nation’s bruising price war, with Li Auto Inc. immediately responding with discounts and cash rebates on new models.

TSMC’s advanced packaging CoWoS capacity continues to have strong demand. Even after doubling its capacity in 2024 and collaborating with OSAT companies, it can still not fully meet customer demands.