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2024-08-01

[News] NVIDIA’s Blackwell Begins Sample Delivery, Boosting Taiwanese AI Supply Chain Demand

NVIDIA's next-generation Blackwell architecture AI superchip is about to ship. According to a report from Commercial Times, on July 29 during the SIGGRAPH conference in Denver, USA, NVIDIA announced a series of software updates and revealed that samples of the new AI chip architecture Blackwell have...

2024-07-31

[News] AMD’s Q2 Results Reveal Shift Towards AI Chips, Similar to NVIDIA’s Path

On July 30, AMD announced its second-quarter financial results (ending June 29), with profits exceeding Wall Street expectations. According to a report from TechNews, the most notable highlight is that nearly half of AMD's sales now come from data center products, rather than from PC chips, gaming c...

2024-07-31

[News] Samsung Sees Solid Demand for 3nm in 2H24, Aiming a Ninefold Increase in AI/HPC Sales by 2028

In addition to the strong memory momentum which contributes to Samsung’s soaring profits in the second quarter, the tech giant’s progress on the foundry and chip business also attracts attention. According to its press release on July 31st, Samsung expects its foundry revenue growth to outpace t...

2024-07-31

[Insights] Memory Spot Price Update: NAND Spot Prices Lacks Momentum due to Absent July Stocking Demand

According to TrendForce's latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum last week. Spot prices of DDR4 and DDR5 products didn’t show significant fluctuations as the market has not seen a demand uptick. As for NAND flash, the wave of stocking de...

2024-07-31

[News] Innolux Confirms Sale of Tainan Plant 4, with Micron & TSMC Reportedly in the Bidding Stage

After announcing the end of eight consecutive quarters of losses on July 30, according to a report from Economic Daily News, Innolux's board of directors decided to authorize Chairman Jim Hung to handle real estate matters, confirming the rumors that the buildings at its 4th Plant in Tainan (5.5-gen...

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