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2023-08-08

[News] US Tech Giants Unite for AI Server Domination, Boosting Taiwan Supply Chain

According to the news from Commercial Times, in a recent press conference, the four major American cloud service providers (CSPs) collectively expressed their intention to expand their investment in AI application services. Simultaneously, they are continuing to enhance their cloud infrastructure. A...

2023-08-07

Impending Clash in the Global SiC Production Race

Last week, major power semiconductor manufacturer Infineon announced plans to invest up to 5 billion euros over the next five years to construct the world's largest 8-inch SiC power wafer factory in Kulim, Malaysia. This expansion will raise the total investment in the Kulim plant from 2 billion eur...

2023-08-07

August Sees Continued Panel Price Surge, TV Panels Lead the Way

TV brands are gearing up for year-end promotions in August, driving the continued surge in TV panel prices seen in recent months. Despite concerns over rising costs and potential procurement reductions, panel manufacturers believe that strategic production control based on demand can maintain price ...

2023-08-07

[News] Apple’s Exclusive AI Order Boosts Revenue via Foxconn’s FII Vietnam Plant

According to the news reports from money.udn, which indicate that Foxconn, the prominent tech manufacturer, has clinched a substantial contract to supply Apple with AI servers, marking a monumental stride into the Apple AI server market. Notably, these servers will be dispatched from Foxconn's manuf...

2023-08-07

TrendForce’s Analysis of Notebook CPU Market 2022-2024

According to the latest report from TrendForce, the primary factors influencing the global market share of notebook CPUs in 2024 can be categorized into "Architectural Design" and "Economic Factors." "Architectural Design" as a long-term factor affecting market share: (1) Both AMD (AMD 3D V-Ca...

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