Monthly Archives: November 2023

[News] Samsung Reportedly Organizing Next-Gen Chip Fabrication Team, Aiming to Seize the Initiative in the AI Field

According to the South Korean media The Korea Economic Daily’s report, Samsung Electronics has established a new business unit dedicated to developing next-generation chip processing technology. The aim is to secure a leading position in the field of AI chips and foundry …

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[News] NVIDIA Expands Autonomous Driving Team in China, Actively Recruiting Talent

According to Chinatimes’ report, NVIDIA, the powerhouse in the AI domain, has recently announced recruitment initiatives in China, signaling an expansion of its autonomous driving team to propel the arrival of the AI-defined automotive era. With a total of 25 …

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[News] Amazon Unveils New AWS-Designed Chips, Boosting Orders for TSMC and ALCHIP

On the 28th, Amazon unveiled two AWS-designed chips, Graviton4, a CPU propelling its AWS cloud services, and the second-gen AI chip Trainium2, tailored for large language models. Both chips boast substantial performance upgrades. With a positive market outlook, Amazon is …

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[Insights] Significant Impact of Chinese Export Restrictions, Material Alternatives Yet to Yield Immediate Results

With China intensifying export controls, Japanese companies relying on crucial battery and semiconductor materials manufactured in China are contemplating alternative solutions. They are actively seeking materials sources to achieve supply diversification. TrendForce’s insight: 1. Alternative Solution Cannot be Translated into …

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[News] STMicroelectronics to Invest EUR 5 Billion in New SiC Wafer Fab

STMicroelectronics, following its EUR 7.5 billion wafer fab project with GlobalFoundries in Crolles, France. is set to invest EUR 5 billion in building a new SiC super semiconductor wafer fab in Catania, Sicily, Italy. The fab in Italy will specialize …

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