Author Archives: TrendForce

[News] Vietnam’s Opportunities and Challenges as the Next Semiconductor Hub amid Geopolitical Tensions

Vietnam recently announced its national strategy for developing its semiconductor industry. According to a report from the Diplomat, this plan focuses on gradually building local expertise and integrating the country into the assembly, packaging, and testing (APT) stages of the …

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[News] QLC SSD: The Game-Changer for NAND Flash?

In the era of AI and big data, new market demands are emerging in the storage industry, and QLC NAND SSDs, which play a critical role in AI training. This suggests that NAND flash may be on the verge of …

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[News] Insiders Reportedly Claim Apple to be Two Years behind in AI Development

Apple introduced the Apple Intelligence feature at WWDC24 back in June. However, according to Mark Gurman from Bloomberg, some Apple employees believe the company is two years behind its competitors in AI development. The Apple Intelligence includes several features, such …

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[News] NVIDIA Reportedly in Talk with Samsung for Potential GPU Orders amid Rumored Tensions with TSMC

Would Samsung finally be able to secure major orders from tech giants, even one of the world’s top AI companies? According to a report by The Information, the most successful and lucrative partnership in AI business, which is formed by NVIDIA …

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[News] China Cuts Lending Rate to Boost Economic Growth after September’s Monetary Easing

The People’s Bank of China (PBoC) announced on October 21 a reduction of both the 1-year and 5-year Loan Prime Rates (LPR) by 25 basis points each, bringing them to 3.1% and 3.6%, respectively. Read more at Datatrack   In …

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