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Hybrid Connectors: Powering the Next Frontier in IoT and Machine Learning
Explore the transformative role of hybrid connectors in the burgeoning realms of IoT and machine learning. These technological marvels are revolutionizing data transmission, fostering seamless integration, and catalyzing advancements in hyperspectral surveillance and artificial intelligence.
Global semiconductor materials market declined in 2023
Revenues from the global semiconductor materials market in 2023 contracted 8.2% to USD 66.7 billion from the market record of USD 72.7 billion set in 2022, industry association SEMI reports.
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The foundry industry is showing signs of stabilisation
The foundry industry is showing signs of stabilisation, marked by a 10% QoQ growth, indicative of ongoing inventory normalisation, says Counterpoint Research.
AI demand drives growth in QLC enterprise SSD shipments
North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers.
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The Effects of pH: Cleaning Agent Properties and Performance in Production
As cleaning agents evolve to meet customer and supplier environmental challenges, we take a closer look at the effect of pH cleaning agent properties and performance including material compatibility and rinsing behavior all while answering questions with SIR data.
China to become the largest source of IC wafer capacity by 2026
According to the Global Wafer Capacity 2024 report from Knometa Research, wafer capacity for IC production is projected to grow on average 7.1% each year through 2026.
Earthquake update: Taiwan's tech sector weathers the storm
Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Taiwan earthquake spares DRAM and foundry production
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
2023 semiconductor market revenue down 9% from 2022
A new Omdia report reveals a downturn in the semiconductor industry, with revenue down 9% from USD 597.7 billion in 2022 to USD 544.8 billion in 2023. A decline that follows two years of record growth, highlighting the cyclical nature of the semiconductor market.
Q2 NAND flash contract prices expected to rise by 13–18%
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.
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What You Need to Know About the New AI Frontier
Nvidia's triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia's manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI's advancements. This situation poses questions for the broader chip landscape and the future of innovation.
2Q24 DRAM price increases expected to narrow
TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
A new phase for electric vehicles – survival of the fittest
In 2024, automakers will continue to wrestle with shifts caused by software and electrification’s increasing roles creating a new phase for electric vehicles (EVs), says to Gartner.
300mm fab equipment spending to reach new highs in 2027
Global 300mm fab equipment spending for front-end facilities is forecast to reach a record USD 137 billion in 2027 after topping USD 100 billion for the first time by 2025, reports SEMI
Kioxia and WD increase capacity utilisation
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
Micro LED Apple Watch production faces significant changes
In a surprising twist, LED giant ams OSRAM has called off a significant Micro LED collaboration with Apple, casting substantial uncertainty on the launch of the much-anticipated Micro LED version of the Apple Watch as its sole chip supplier.
Top 6 smartphone brands by production
New research reveals a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.
Global top 10 foundries Q4 revenue up 7.9%
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
The European EMS market reached new highs in 2023
The European EMS market grew to new record levels in 2023. However, the new year might present challenges.
NAND Flash industry revenue grows 24.5% in Q423
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting USD 11.49 billion in 4Q23.
Top DRAM makers of Q423
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
Global semiconductor sales increase 15.2% in January
Year-to-year market growth in January is the largest since May 2022; however, worldwide chip sales decrease 2.1% month-to-month.
What is the future for SiC in Europe?
To understand the – potential – future, we first must look at the present and the ongoing movement. Therefore, Evertiq invited Yole Group as a keynote speaker during its inaugural Expo in Sophia Antipolis, France dig deeper into the market, investments and competitive landscape of SiC.
AI chip deals remain low; chip makers take over as major buyers
New research from Omdia reveals that while demand for AI chips is soaring, AI chip deals remain low – and that chip manufacturers are taking over as the major buyers.
Are we facing a memory divide?
Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
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