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News reports that Meiguang plans to increase its Q2 product quotation by over 20%
According to market sources, Micron has proposed to increase its Q2 product price to most customers, with a price increase of over 20%. Price negotiations are still ongoing. -
It is reported that TSMC's installation of 2nm process equipment is accelerating and is expected to enter mass production in 2025
According to Taiwan's Business Times, the semiconductor supply chain has reported that TSMC's 2nm process is accelerating the installation of equipment. TSMC's Baoshan Fab20 P1 plant in Hsinchu will ... -
It is reported that TSMC has launched a new wave of follow-up orders for CoWoS equipment factories, and the year-end production capacity may exceed previous expectations
According to reports, TSMC has launched a new round of order chasing for CoWoS equipment factories, which may exceed previous expectations in year-end production capacity. TSMC has launched another r ... -
News reports that Nvidia has strong orders for H200 and B100, and TSMC's 3/4nm production capacity is nearly full capacity
According to Taiwan Business Times, Nvidia H200 will be launched in the second quarter. B100 adopts a Chiplet design architecture and has been ordered for production. H200 and B100 will adopt TSMC's ... -
News reports that Nvidia has strong orders for H200 and B100, and TSMC's 3/4nm production capacity is approaching full capacity
According to reports, Nvidia H200 and B100 have strong orders, and TSMC's 3/4nm production capacity is approaching full capacity. It is reported that Nvidia H200 will be launched in the second quarte ... -
News reports that the demand for Apple M3 and M3 Pro chips has decreased
According to reports, the demand for Apple M3 and M3 Pro chips has decreased. Recently, there have been rumors in the supply chain that the demand for Macbook M3/M3 Pro chips, released in November la ...