Subject


Semiconductors


2023-08-28

[News] Taiwanese Computer Brand Manufacturers Rush into the AI Server Market

According to a report by Taiwan's Economic Daily, a trend is taking shape as computer brand manufacturers venture into the AI server market. Notably swift on this path are Taiwan's ASUS, Gigabyte, MSI, and MITAC. All four companies hold a positive outlook on the potential of AI server-related busine...

2023-08-28

How Are Autotech Giants Revving Up Their R&D Game Amid the Downturn?

In the face of adversities within the autonomous vehicle market, car manufacturers are not hitting the brakes. Rather, they’re zeroing in, adopting more focused and streamlined strategies, deeply rooted in core technologies. Eager to expedite the mass-scale rollout of Robotaxis, Tesla recently ...

2023-08-25

TrendForce Dives into NVIDIA’s Product Positioning and Supply Chain Shifts Post Earnings Release

NVIDIA’s latest financial report for FY2Q24 reveals that its data center business reached US$10.32 billion—a QoQ growth of 141% and YoY increase of 171%. The company remains optimistic about its future growth. TrendForce believes that the primary driver behind NVIDIA’s robust revenue growth st...

2023-08-25

[News] TSMC Partners with ASE and Siliconware to Boost CoWoS Packaging Capacities

According to the news from Liberty Times Net, NVIDIA's Q2 financials and Q3 forecasts have astounded the market, driven by substantial growth in their AI-centric data center operations. NVIDIA addresses CoWoS packaging supply issues by collaborating with other suppliers, boosting future capacity, an...

2023-08-25

[News] NVIDIA Establishes Non-TSMC CoWoS Supply Chain, UMC Doubles Interposer Capacity

According to a report from Taiwan's Commercial Times, NVIDIA is aggressively establishing a non-TSMC CoWoS supply chain. Sources in the supply chain reveal that UMC is proactively expanding silicon interposer capacity, doubling it in advance, and now planning to further increase production by over t...

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