企業分析 🟦NAND memory prices expected to rise in Q4
Price of NAND memory expected to increase by 0-5% in 2023Q4 🟦NAND memory prices expected to rise in Q4 2023 According t...
2023-09
企業分析 企業分析 🟦 FAW and Mobileye cooperate in the field of autonomous driving
FAW, China's largest automotive manufacturer, has signed a strategic alliance with Mobileye, a global leader in the fiel...
企業分析 🟦 China’s First EV with 7nm Automotive Chips Announced
Chinese automaker Geely has launched an electric vehicle (EV) powered by the 7nm on-board chip "SE1000". 🟦Geely Announce...
企業分析 🟦 Increased production of 200mm wafers in the semiconductor market
An increase in the production capacity of 200mm wafers is expected. 🟦 200mm wafer production to reach all-time high in s...
企業分析 🟦 Intel announces new CPU “Meteor Lake”
Intel has successfully developed a new CPU, Meteor Lake, to realize high-speed, power-saving AI processing on PCs. 🟦 Int...
企業分析 🟦 Apple and Qualcomm extend telecom semiconductor contracts through 2026
Apple and Qualcomm have extended a three-year contract to supply telecom semiconductors for the iPhone from 2024 to 2026...
企業分析 🟦TSMC’s AI chip supply constraints
TSMC announced that it will take approximately 18 months for AI chip supply constraints to be resolved. 🟦TSMC's AI chip ...
企業分析 🟦 Huawei establishes 5G technology with Chinese chips
Huawei's new Mate60 Pro smartphone has emerged as evidence of technological advances in China's semiconductor industry. ...
企業分析 🟦 Arm technology partnership with Apple extended to 2040
Apple in the U.S. and Arm in the U.K. have signed a new agreement to extend their technology alliance until 2040. 🟦 Appl...
企業分析 🟦 Semiconductor foundry market @2023Q2
The semiconductor foundry market has shown temporary earnings stability, but the future is becoming increasingly uncerta...