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2024-03-21

[News] Blackwell Enters the Scene – A Closer Look at TSMC’s CoWoS Branch

NVIDIA unveiled its Blackwell architecture and the touted powerhouse AI chip GB200 at GTC 2024 held in San Jose, California, on March 19th. Manufactured using TSMC's 4-nanometer (4NP) process, it is expected to ship later this year. According to a report from TechNews, TSMC's CoWoS technology com...

2024-03-20

[Insights] March Panel Prices Update, TV Brands Further Increased, Notebook Panel Prices Await Clear Direction

TrendForce has released the latest panel quotations for late March. TV panel prices further grew due to the increasing purchasing power; monitor panel demand continue to rise, surpassing expectations; for notebook panel, the lack of clarity in demand release has posed challenges for panel manufactur...

2024-03-20

[News] Taiwanese Supply Chain Players Showcase Next-Gen AI Server Solutions at NVIDIA’s GTC

Following NVIDIA's launch of the new computing platform GB200, as per a report from Commerical Times, Taiwanese supply chain players including Quanta, Pegatron, Wiwynn, Wistron, Gigabyte, and Foxconn’s subsidiary Ingrasys have showcased their solutions and related cooling technologies based on the...

2024-03-20

[Insights] Memory Spot Prices: NAND Flash Prices Edge Over DRAM Momentum

DRAM Spot Market: The spot market has not changed noticeably from the previous week and still lacks significant demand momentum. Therefore, spot prices of DDR4 and DDR5 chips have maintained a mostly flat to slightly downward trend. Module houses also hold a conservative demand outlook, so they h...

2024-03-20

[News] TSMC Supply Chain Delays US Fab Setup in Line with Chip Giant’s Pace

As TSMC and Intel slow down their plans for building fabs in the United States, the supply chain, according to a report from Nikkei Asia, is also said to delay in following suit, with semiconductor material suppliers like Topco Scientific, LCY Chemical, and Chang Chun Group among those named. Per...

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