In September, Korea’s NAND exports rose for the first time in a year..
CXL solutions could transform today’s server memory challenges into a $15 billion opportunity by 2028, says Yole Developpement.
Q2 notebook shipments grew 21.6% q-o-q to 42.52 million units, although H1 units were down 23.5% y-o-y at 77.5 million units, reports IDC.
Worldwide telecom capex, the sum of wireless and wireline telecom carrier investments, is expected to fall by 7% between 2022 and 2025, says Dell’Oro Group.
Q3 PC shipments fell 9% to 64.3 million units marking the eighth consecutive quarter of decline for the PC market, but growth should resume in Q4, says Gartner.
The locations for semiconductor foundry manufacturing will shift over the next few years with China doing more, Taiwan less and the US increasing its share of advanced node manufacturing, says IDC’s report: The Impact of Geopolitics on Asia’s Semiconductor Supply Chain: Trends and Strategies
