Subject


Semiconductors


2023-11-20

[Insights] Infinite Opportunities in Automotive Sector as IC Design Companies Compete for Self-Driving SoC

In TrendForce’s report on the self-driving System-on-Chip (SoC) market, it has witnessed rapid growth, which is anticipated to soar to $28 billion by 2026, boasting a Compound Annual Growth Rate (CAGR) from 2022 to 2026. Rapid Growth in the Self-Driving SoC Market Becomes a Key Global Opport...

2023-11-17

[News] Microsoft First In-House AI Chip “Maia” Produced by TSMC’s 5nm

On the 15th, Microsoft introducing its first in-house AI chip, "Maia." This move signifies the entry of the world's second-largest cloud service provider (CSP) into the domain of self-developed AI chips. Concurrently, Microsoft introduced the cloud computing processor "Cobalt," set to be deployed al...

2023-11-17

[Insights] Signals from the Latest Financial Reports of Top 5 Global Storage Giants

As the memory market faces oversupply and falling prices due to declining demand in 2023, there's a glimmer of hope when looking into their Q4 guidance. Memory prices are gradually rising, indicating a potential escape from the market's low point. The most recent financial reports from the world's ...

2023-11-17

[Insights] In-Depth Analysis of TSMC, PSMC, and UMC’s Latest Overseas Expansion Strategies

Against the backdrop of geopolitical influences, the concentration of advanced semiconductor manufacturing processes in Taiwan has raised concerns among international companies. According to TrendForce data, as of the end of 2024, over 70% of global advanced process manufacturing capacity is still l...

2023-11-16

[Insights] China Advances In-House AI Chip Development Despite U.S. Controls

On October 17th, the U.S. Department of Commerce announced an expansion of export control, tightening further restrictions. In addition to the previously restricted products like NVIDIA A100, H100, and AMD MI200 series, the updated measures now include a broader range, encompassing NVIDA A800, H800,...

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