Monthly Archives: February 2025

[News] DeepSeek Adoption Reportedly Fuels NVIDIA H20 Orders, Led by Tencent, ByteDance, Alibaba

Posted on 2025-02-26 by TrendForce

Although there were previous concerns that DeepSeek might slow down the AI chip market, according to Reuters, Chinese companies are ramping up orders for NVIDIA’s H20 AI chips due to the growing demand for DeepSeek’s low-cost AI models. The report, …

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[News] Trump Administration Reportedly Eyes Stricter Chip Export Curbs on China, With TEL and ASML in Focus

Posted on 2025-02-25 by TrendForce

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions with …

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[News] China Advances in AI Chips: Huawei Reportedly Boosts Yield to 40%, Making Ascend Line Profitable

Posted on 2025-02-25 by TrendForce

China appears to be quickly catching up in the memory sector, with CXMT and YMTC leading the charge. Now, the country seems to be making strides in AI chips as well, an area dominated by U.S. giant NVIDIA. According to …

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[News] Microsoft’s Rumored Data Center Lease Cuts Spark Concerns, Alarm Taiwan’s Server OEMs

Posted on 2025-02-25 by TrendForce

Has the AI boom turned into a bubble? According to Bloomberg, Microsoft, as OpenAI’s biggest backer, has started canceling or not renewing a large number of data center lease agreements in the U.S., which raises concerns over Microsoft’s potential over-investment …

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[News] TSMC Reportedly Delays Second Kumamoto Fab Construction; 2027 Mass Production On Track

Posted on 2025-02-25 by TrendForce

According to Commercial Times, citing Japanese media outlet TBS News, the construction of TSMC’s second fab in Kumamoto has reportedly been delayed, with the groundbreaking date pushed back from the originally planned “first quarter of 2025” to “sometime within 2025.” …

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