[Core News] AI boosts memory demand, Samsung resumes investment in new semiconductor factories1. AI-driven storage demand surges, Samsung resumes investment in Pyeongtaek P5 semiconductor plantAccording to the Science an...

[Core Information] ON Semiconductors revenue fell year-on-year, and NAND flash memory investment declined instead of increasing1. ON Semiconductor’s Q2 revenue fell 17.2% year-on-year to US$1.735 billionON Semiconductor...

[Core News] AI PC processors add competitors, Samsung’s new memory production line is finalized1. MediaTek AI PC chip is said to be finalized soon and will be officially launched next yearAccording to relevant reports, t...

[Core Information] HBM production capacity is squeezed, SK Hynix DDR5 memory price is rumored to increase1. It is rumored that SK Hynix’s DDR5 price will increase by 15%-20%, and HBM’s production capacity squeeze is the...

[Core Information] Microchip encountered a cyber attack, and memory prices at two Korean factories increased.1. Microchip suffered a cyber attack and order fulfillment was affectedMicrochip has recently detected suspicio...

[Core Information] The rise in flash memory bit shipments will encounter obstacles, and TSMC’s 3nm shipments will reach a peak1. NAND flash memory: unit prices continue to rise but bit shipments are hampered, putting gro...

[Core Information] Vishay officially announces factory reorganization, Micron NAND flash memory revenue hits record high1. Vishay launches global factory reorganization, closes factories, lays off employees and reduces c...

[Core Information] The revenue of two major distributors has soared, and NAND flash memory prices are expected to drop.1. Dalian General Assembly’s revenue in September exceeded NT$100 billion, setting a new record highB...

[Core Information] Microchip closes wafer fab to reduce costs, Kioxia cuts flash memory production to support prices1. Microchip closes 8-inch wafer fab and lowers quarterly performance guidanceAffected by high inventory...

[Core Information] Demand for the two major memory devices is expected to slow down, and major manufacturers adjust production capacity and financial forecasts1. The memory market has weakened: the Korean duo lowered the...