The main reason for the price increase is the increase in the use of EUV lithography machines, which has increased the manufacturing costs of single wafers and single chips; flagship chips such as Qualcomm Snapdragon 8 Gen4 and MediaTek Dimensity 9400 all use TSMC's 3nm process, and cost pressure will gradually be transmitted to mobile phone terminal prices.
After the technology is integrated, it will be deeply integrated with ON Semiconductor's existing CMOS sensors to strengthen its competitiveness in high-growth markets such as industrial vision and automotive sensing.
As generative AI drives high computing power demands in data centers, GaN has become a core solution for efficient power management; this acquisition enriches GF’s power IP matrix to help customers quickly implement differentiated GaN power products.
The 1Tb QLC version was simultaneously launched, with sequential writing improved by another 30% and read latency optimized by 15%, making it suitable for high-end SSD, mobile devices and AI-related storage scenarios.
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