[Core News] AI applications push up the price of copper foil substrates, and TSMC’s advanced technology and packaging are reported to increase prices again1. Mid- to low-end CCL prices rose nearly 10% due to tight produc...

A summary of the recent price increases: AI dominates the IC cycle, benefiting the high net worth sector greatlyThe destocking process has been going on for a long time, and it is on the eve of the traditional peak seaso...

[Core Information] TSMC’s advanced technology plans to increase prices, ON Semiconductor and GlobalFoundries successively acquire and strengthen technology1. TSMC will adjust prices for advanced processes next year, and...

[Core Information] Japan’s semiconductors are expanding production intensively, and TSMC’s price increase is accepted by customers1. Japan’s eight major manufacturers will invest 5 trillion yen in 5 years, focusing on po...

[Core Information] The peak season market in the third quarter is expected, and Murata and TDK inductor materials are planning to increase prices.First-line passive component manufacturers such as Murata and TDK plan to...

[Core News] TSMC’s performance growth is strong, DRAM price increase encounters resistance from downstream1. TSMC’s Q2 revenue increased by 40% year-on-year, with advanced process revenue accounting for 67%TSMC released...

[Core News] Infineon’s revenue drops and layoffs, TSMC is rumored to raise prices for 5/3 nanometers1. Infineon’s quarterly revenue fell 9% and it launched a global layoff planInfineon announced its third quarter results...

[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] ADI is optimistic about quarter-on-quarter growth in the fourth fiscal quarter, and DRAM is expected to increase in overall priceADI Q3 revenue declines year-on-year, Q4 expected to pick up QoQ growthA...