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2023-11-30

[News] Amazon Unveils New AWS-Designed Chips, Boosting Orders for TSMC and ALCHIP

On the 28th, Amazon unveiled two AWS-designed chips, Graviton4, a CPU propelling its AWS cloud services, and the second-gen AI chip Trainium2, tailored for large language models. Both chips boast substantial performance upgrades. With a positive market outlook, Amazon is intensifying its competition...

2023-11-30

[Insights] Significant Impact of Chinese Export Restrictions, Material Alternatives Yet to Yield Immediate Results

With China intensifying export controls, Japanese companies relying on crucial battery and semiconductor materials manufactured in China are contemplating alternative solutions. They are actively seeking materials sources to achieve supply diversification. TrendForce’s insight: 1. Alternativ...

2023-11-30

[News] STMicroelectronics to Invest EUR 5 Billion in New SiC Wafer Fab

STMicroelectronics, following its EUR 7.5 billion wafer fab project with GlobalFoundries in Crolles, France. is set to invest EUR 5 billion in building a new SiC super semiconductor wafer fab in Catania, Sicily, Italy. The fab in Italy will specialize in producing SiC chips, a pivotal technology for...

2023-11-30

[News] Samsung Reportedly Initiates Price Increase for CIS

According to the Economic Daily News’ report, industry sources indicate that Samsung, a major supplier of CIS, has issued a price increase notice to customers on November 29th, projecting an average price increase of up to 25% in the first quarter of next year. The individual product lines may ...

2023-11-30

[Insights] Unstoppable Decline in Polysilicon and Module Prices; Wafer and Cell Prices Hold Steady for Now

Source to TrendForce, the most recent update on solar materials pricing indicates an ongoing decline in Polysilicon and Module prices, while Wafer and Cell prices are holding steady for the time being. Polysilicon Polysilicon prices continue to decline throughout the week. The mainstream co...

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