Major Cloud Service Providers (CSPs) continue to see an increase in demand for AI servers over the next two years. The latest projections of TrendForce indicate a global shipment of approximately 1.18 million AI servers in 2023, with a year-on-year growth of 34.5%. The trend is expected to persist i...

As the Japanese government injects substantial funds to revitalize its semiconductor industry, the dynamics of the Japanese semiconductor industry have been a global focus. TrendForce, during this year's SEMICON Japan, organized its first overseas industry-focused information seminar, delving into t...

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 intensifying its competition...

Recent reports from the IC design industry suggest that TSMC, the leading semiconductor foundry, is contemplating a slight price concession for certain mature processes next year, marking a return after three years. Despite its reputation for firm pricing, TSMC's willingness to make concessions is s...

According to TechNews' report, Apple, NVIDIA, AMD, Qualcomm, and MediaTek all utilize TSMC's semiconductor processes for manufacturing their latest chips, with some potentially employing Samsung's foundry, though typically not for flagship products. With Samsung's improved yield rates in recent m...