The Chip Production Capacity Conflict: A Ticking Time Bomb

The Chip Production Capacity Conflict: A Ticking Time Bomb

👆If you wish to meet often, feel free to star 🌟 and bookmark it! Source: Content from the Economic Daily, thank you. The market went wild yesterday (6th) with rumors that the Trump administration has initiated a “humanitarian corridor” for tariffs, releasing key provisions of the exemption clause “9903.01.34”. Products with over 20% U.S. value … Read more

Current Status of RISC-V in the Semiconductor Industry

(Source: Tomi Rantakari, CEO of ChipFlow, and Luca Testa, COO of Keysom)RISC-V has been a hot topic in the semiconductor industry for many years, and for good reason. As an open standard ISA alternative to traditional processor architectures like ARM and x86, it holds great promise, but its widespread adoption faces significant obstacles. Clearly, RISC-V … Read more

Analysis of the Current Status of NAND Flash Wafer Manufacturers in China

Analysis of the Current Status of NAND Flash Wafer Manufacturers in China

Unisplendour’s Tongfang Guoxin has proposed a private placement of 80 billion RMB for capital increase aimed at the Flash industry. This capital increase is nearly 60% of the scale of the National Integrated Circuit Industry Investment Fund, indicating a high concentration of capital in promoting the Flash industry. A report from TrendForce’s Tsinghua Unigroup will … Read more

Robbers in Hong Kong Start Targeting Chips!

Robbers in Hong Kong Start Targeting Chips!

5 million HKD worth of chips were robbed during transport in Hong Kong. Even robbers have started stealing chips, highlighting the global chip shortage. According to a report by Hong Kong Wen Wei Po on June 17, a robbery occurred in Tuen Mun, Hong Kong, on Wednesday afternoon. A logistics company was hired to transport … Read more

South Korea’s Bold Bet on AI Chips

South Korea's Bold Bet on AI Chips

This article is from the WeChat public account:Semiconductor Industry Observation (ID: icbank), Author: Du Qin DQ, Original Title: “This Country’s Bold Bet on AI Chips”, Cover Image from: Visual China When mentioning South Korea’s semiconductor industry, one can hardly find another internationally renowned chip company besides Samsung and SK Hynix in recent decades. Especially in … Read more

What Happened in the Storage Industry as NAND Flash Prices Plummeted Nearly 30% in 2019?

What Happened in the Storage Industry as NAND Flash Prices Plummeted Nearly 30% in 2019?

Introduction: In the context of a sluggish global economy, both manufacturers and brand companies faced significant inventory and shipment pressures in the first half of 2019, leading to a simultaneous decline in both volume and price of NAND Flash and DRAM. This situation severely impacted the Q1 financial reports of storage manufacturers, resulting in halved … Read more

Breakthrough Against US Blockade: This Type of Chip Begins Mass Production

Breakthrough Against US Blockade: This Type of Chip Begins Mass Production

According to a report by Taiwan’s “China Times News” on January 8, the technology of connecting several chips with different functions using advanced packaging technology to achieve the functionality of advanced process chips, known as small chips (or die), is seen as a shortcut for China to break through the US chip technology embargo. Jiangsu … Read more

The ‘Three-Year Itch’ of Chip Engineers: Surviving Tape-Outs but Struggling in the Workplace

The 'Three-Year Itch' of Chip Engineers: Surviving Tape-Outs but Struggling in the Workplace

As domestic chip successes frequently make headlines and the semiconductor industry becomes a darling of the capital market, a critical group is leaving in droves—chip engineers with three years of experience are experiencing a collective career burnout. They have endured the darkest moments of tape-out but are faltering during what seems to be a bright … Read more

Significant Increase in NAND Flash Prices

Significant Increase in NAND Flash Prices

Source: Content from Semiconductor Industry Observation (ID: icbank) comprehensive, thank you. During China’s Double Eleven shopping festival, most terminal product sales were flat. However, due to significant production cuts and output control by the three major memory manufacturers, including Samsung, SK Hynix, and Micron, the spot prices of memory continue to rise. Among them, NAND … Read more

NAND Flash Wafer Contract Prices Plummet by 35% in Q3

NAND Flash Wafer Contract Prices Plummet by 35% in Q3

On September 2, it was reported that due to weakening demand in the consumer electronics market, the NAND Flash memory market has also experienced a significant decline. According to a report released yesterday by market research firm TrendForce, the contract price of NAND Flash wafers in Q3 is expected to drop by 30% to 35%, … Read more