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| NAND flash market prices continue to rise |
4/3/2024 |
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NAND flash contract price increases are expected to continue in the second quarter, according to TrendForce projections, with client solid state drive prices rising to 15%, which is down from the price hike in Q1. Enterprise SSD prices are forecast to increase 20% to 25%,
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| Japan to work with EU on advanced materials to curb China dependence |
4/2/2024 |
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Under what has been tentatively called the Dialogue on Advanced Materials, the sides will launch regular discussions on proposals for collaboration, mainly between secretariats. Institutions in Japan and Europe conducting research in cutting-edge materials will also be involved.
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| SK Hynix reaches $100B market value amid AI demand |
4/2/2024 |
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SK Hynix is now the second largest company in South Korea after Samsung Electronics as demand for high-bandwidth memory has surged for use in AI. The chipmaker saw its market capitalization top $100 billion.
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| AST to Build FC-BGA Substrate Facility in Singapore |
4/2/2024 |
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Advanced Substrate Technologies Pte Ltd (AST) recently broke ground for the construction of its new factory on Pesawat Drive near Jurong Lake District. AST is the Singapore-based subsidiary of TOPPAN Holdings Inc., a Japanese pioneer in printing technologies and a leading supplier of high quality Flip Chip Ball Grid Array (FC-BGA) substrates.
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| Huawei, despite US sanctions, grows revenue by 9.6% |
4/1/2024 |
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Better results from the vehicle and smartphone segments helped China-based telecom company Huawei increase its net profit 144.5% in 2023. Revenue rose 9.6% year over year to more than $99 billion, even with the inability to secure high-quality components from the US because of government sanctions.
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| Sony Begins Operations at Thailand Fab Expansion |
4/1/2024 |
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The new fab, dubbed “Building 4,” will be utilized for the assembly of image sensors for automotive applications and display devices as well as the mass production of laser diodes for data center application.
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| US wants allies to stop servicing equipment in China |
3/29/2024 |
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The US has taken another jab at China's semiconductor sector by asking allies to stop servicing that country's equipment. The White House has already stopped Allied Materials and its US peers from helping certain Chinese projects, but Japan and the Netherlands have not instituted such policies.
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| SK Hynix's HBM chips will benefit from AI boom |
3/28/2024 |
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SK Hynix CEO Kwak Noh-jung predicts high-bandwidth memory chips will represent a double-digit portion of the company's DRAM sales this year. SK Hynix, which supplies Nvidia and competes with Samsung and Micron, is the leader in producing HBM chips, a product in the fast-growing AI segment.
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| GlobalFoundries, StarIC join forces in photonics |
3/28/2024 |
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StarIC and GlobalFoundries have agreed to cooperate on advancing innovation in silicon photonics. The deal brings Trans Impedance Amplifiers and Micro Ring Modulator drivers to the GF Fotonix platform, which is gaining favor in the fields of data center connection, AI and quantum computing.
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| Global Chip Sales Up 15% in January |
3/28/2024 |
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“The global semiconductor market started the new year strong, with worldwide sales increasing year-to-year by the largest percentage since May 2022,” said John Neuffer, SIA president and CEO. “Market growth is projected to continue over the remainder of the year, with annual sales forecast to increase by double-digits in 2024 compared to 2023.”
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| Samsung may become Nvidia's sole supplier of 12-layer HBM |
3/27/2024 |
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Samsung Electronics is rapidly gaining ground in the high-bandwidth memory (HBM) market. Reports emerged following the recent announcement of its successful development of HBM3E featuring 12 layers of DRAM that it may soon surpass current leaders SK Hynix and Micron to become Nvidia's sole supplier of 12-layer HBM3E.
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| US tech giants could suffer as China looks inward |
3/27/2024 |
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New policies in China, which call for state-owned entities to switch to domestic technology providers by 2027, could have significant financial implications for US giants such as AMD, Intel and Microsoft. So much so, says Insights & Strategy CEO Patrick Moorhead, that China could eventually catch up to the US in the semiconductor industry.
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| Possible confusion over the new stock symbol "DJT" ticker traded |
3/27/2024 |
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Several people complained on social media about briefly seeing the value of their DJT stock holdings on Charles Schwab platforms inflated to figures more in line with what they would be worth if the shares traded at the level of the Dow Jones Transportation Average (.DJT).
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