Subject


Semiconductors


2023-08-21

[News] Speculations of TSMC Considering Third Fiscal Forecast Downgrade

According to Taiwan's Commercial Times, TSMC continues to face challenges from ongoing price undercutting and competitive bidding in mature semiconductor manufacturing processes. Concerns arise about the company's ability to offset these challenges with AI-related orders. Reports from the market sug...

2023-08-18

New TrendForce Report Unveils: Rising AIGC Application Craze Set to Fuel Prolonged Demand for AI Servers

In just a short span of six months, AI has evolved from generating text, images, music, and code to automating tasks and producing agents, showcasing astonishing capabilities. TrendForce has issued a new report titled "Surge in AIGC Applications to Drive Long-Term Demand for AI Servers." Beyond high...

2023-08-17

Weak Demand Pressures TSMC, Samsung, Dongbu HiTek 8-inch Foundry Prices

In recent market speculations, TSMC is rumored to have reduced its 8-inch wafer manufacturing quotes by as much as 30%, with subsequent reports suggesting that South Korean wafer foundries are following suit in lowering 8-inch wafer production prices. According to TrendForce's channel check, TSMC...

2023-08-17

[News] TSMC’s N3 and N4P Processes to Power Apple, Qualcomm, and MediaTek Chips

According to a report by Taiwan's Commercial Times, global smartphone brands are set to introduce a series of flagship-level new products. Following the introduction of Apple's A17 chip using TSMC's 3-nanometer process, Qualcomm's next-generation processor Snapdragon 8 Gen 3 and MediaTek's Dimensity...

2023-08-16

Intel Cancels Tower Semiconductor Deal: TrendForce Analyzes Impact on Competitive Foundry Landscap

Intel Corporation today announced that it has mutually agreed with Tower Semiconductor to terminate its previously disclosed agreement  to acquire Tower due to the inability to obtain in a timely manner the regulatory approvals required under the merger agreement, dated Feb. 15, 2022. In accordance...

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