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2024-01-02

[News] TSMC Returns to Growth Track This Year, Revenue Target Challenges USD 82 Billion with Over 15% YoY Increase

TSMC is expected to return to a growth trajectory this year, benefiting from the global semiconductor industry's recovery, the completion of terminal inventory destocking, and the continuous explosion of AI applications. According to the report from Economic Daily News, entering 2024, the industr...

2023-12-31

[Tech Recap and Glimpse 5-5] Changes in the Landscape of the AI Chip Market After a Year of NVIDIA’s Dominance

Major Cloud Service Providers (CSPs) continue to see an increase in demand for AI servers over the next two years. The latest projections of TrendForce indicate a global shipment of approximately 1.18 million AI servers in 2023, with a year-on-year growth of 34.5%. The trend is expected to persist i...

2023-12-31

[Tech Recap and Glimpse 5-4] Can Huawei Successfully Capture Apple’s High-End Smartphone Market?

In 2019, the U.S. Commerce Department blacklisted Huawei and over 70 of its subsidiaries, restricting China's advancement in advanced chip development. However, in August 2023, Huawei unexpectedly launched its new flagship smartphone, the Mate 60 Pro, featuring its self-developed 5G chip, hinting...

2023-12-30

[Tech Recap and Glimpse 5-3] Can Memory Prices Sustain the Upward Trend Next Year?

The ongoing reduction in production by major manufacturers throughout this year has gradually restored balance to the market supply and demand. This is beneficial for chip manufacturers to regain control over prices. Signs of a bottoming out and rebound have emerged in the memory market in the thir...

2023-12-30

[Tech Recap and Glimpse 5-2] Battle for Advanced Semiconductor Manufacturing

Examining the dynamics of advanced semiconductor manufacturing, from research and development to the competition for cutting-edge equipment and securing orders, major players such as TSMC, Samsung, and Intel are constantly in action. Simultaneously, newcomer Rapidus is making a strong entrance. The ...

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