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The top two semiconductor suppliers in South Korea, Samsung Electronics and SK Hynix, both reported big net losses in 1Q23. Facing a sluggish memory market, they are counting on the next generation memory, DDR5 DRAM, for sales recovery.
Taiwan-based Gold Circuit Electronics (GCE), which specializes in high-layer-count PCBs for servers and PCs, has disclosed plans to set up a new plant in Thailand.
The adoption of advanced fan-out packaging among handset application processors has been sluggish, according to sources at backend houses.
DDR3 memory prices are still under downward pressure despite suppliers' output constraints, according to industry sources.
MediaTek is expected to integrate an Nvidia GPU into its next-generation flagship mobile processor as early as 2024, according to industry sources.