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| NAND revenues forecast to be up 10% in Q2 |
6/3/2024 |
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The surge in large enterprise SSD orders continues to drive up the ASP of NAND Flash by 15%. TrendForce forecasts Q2 NAND revenue to increase by nearly 10% QoQ.
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| Malaysia seeks over $107B in chip investment |
5/29/2024 |
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Malaysia is aiming to increase its role in the global semiconductor supply chain and is targeting more than $107 billion in investments in advanced packaging, manufacturing equipment and integrated circuit design, according to Prime Minister Anwar Ibrahim. Malaysia expects to contribute $5.3 billion to meet the targets.
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| HBM Prices to Jump 5–10% in 2025 |
5/28/2024 |
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HBM’s share of total DRAM bit capacity is estimated to rise from 2% in 2023 to 5% in 2024 and surpass 10% by 2025. In terms of market value, HBM is projected to account for more than 20% of the total DRAM market value starting in 2024, potentially exceeding 30% by 2025.
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| Toshiba Completes 300mm Wafer Fab Facility for Power Chips |
5/28/2024 |
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The completion of construction is a major milestone for Phase 1 of Toshiba’s multi-year investment program. Toshiba will now proceed with equipment installation, toward starting mass production in the second half of fiscal year 2024.
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| TSMC Launches Program to Enhance Green Conservation |
5/28/2024 |
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Moving forward on its commitment to protecting biodiversity, Taiwan Semiconductor Manufacturing Co. Ltd (TSMC) has launched the “Eco Plus! – Ecological Harmony Program”, which integrates internal and external resources to connect fragmented biological habitats, enhance species survival, and establish a reward system to support potential talents and important ecological research on biodiversity.
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| AMD aims to achieve 100x power efficiency boost by 2027 |
5/27/2024 |
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Generative AI is driving the need for more performance using less energy, and AMD's strategy includes AI-specific architectures, tuning at the data center level and co-design efforts for hardware and software.
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