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Articles


2023-08-01

Media Reports Samsung to Produce HW 5.0 Chips for Tesla, TrendForce’s Analysis

South Korean media reported that Samsung is set to manufacture a new generation of Full Self-Driving (FSD) chips for Tesla's Level 5 autonomous vehicles. These chips will be utilized in Tesla Hardware 5 (HW 5.0) onboard computers, with production expected to commence after 2025. The chips will be ma...

2023-07-31

High-Tech PCB Manufacturers Poised to Gain from Remarkable Increase in AI Server PCB Revenue

Looking at the impact of AI server development on the PCB industry, mainstream AI servers, compared to general servers, incorporate 4 to 8 GPUs. Due to the need for high-frequency and high-speed data transmission, the number of PCB layers increases, and there's an upgrade in the adoption of CCL grad...

2023-07-27

TrendForce: PV Industry Chain Prices Fluctuate in 1H 2023, Anticipates Surge in 2H

During the first half of 2023, the polysilicon industry experienced expansion in production capacity, resulting in an oversupply of polysilicon and a subsequent downward trend in the entire industry chain prices. However, by the end of June, the prices of polysilicon reached a near-bottom point, and...

2023-07-27

TrendForce’s Take on Samsung’s 2Q Earnings Announcement

Samsung Electronics has disclosed its financial results for 2Q23, reporting quarterly revenue of 60.01 trillion Korean won. Although the DS division saw a rebound in revenue, the fall in smartphone shipments led to a 22% YoY decline. Samsung highlighted an upturn in its memory business in Q2 due ...

2023-07-27

China’s Auto Price War: Samsung MLCC Dominates Chinese Orders with Low Prices

China's Automotive Price War Rages On: Some automakers have been gradually reclaiming outsourced orders for the battery, motor, electronic control system since May and June, shifting towards in-house production. Recently, they have asked suppliers to requote for second-half orders, with Samsung, Mur...

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