Subject


Samsung


2023-08-01

Media Reports Samsung to Produce HW 5.0 Chips for Tesla, TrendForce’s Analysis

South Korean media reported that Samsung is set to manufacture a new generation of Full Self-Driving (FSD) chips for Tesla's Level 5 autonomous vehicles. These chips will be utilized in Tesla Hardware 5 (HW 5.0) onboard computers, with production expected to commence after 2025. The chips will be ma...

2023-07-27

TrendForce’s Take on Samsung’s 2Q Earnings Announcement

Samsung Electronics has disclosed its financial results for 2Q23, reporting quarterly revenue of 60.01 trillion Korean won. Although the DS division saw a rebound in revenue, the fall in smartphone shipments led to a 22% YoY decline. Samsung highlighted an upturn in its memory business in Q2 due ...

2023-07-27

China’s Auto Price War: Samsung MLCC Dominates Chinese Orders with Low Prices

China's Automotive Price War Rages On: Some automakers have been gradually reclaiming outsourced orders for the battery, motor, electronic control system since May and June, shifting towards in-house production. Recently, they have asked suppliers to requote for second-half orders, with Samsung, Mur...

2023-07-17

What is the Progress of TSMC, Samsung, and Rapidus in the 2nm Technology Race?

In the continued sluggish consumer electronics market and amidst the booming era of artificial intelligence, semiconductor manufacturers are actively targeting high-performance chips and intensifying the competition over the 2nm process node. TSMC, Samsung, and the newcomer Rapidus are all active...

2023-07-06

ASE, Amkor, UMC and Samsung Getting a Slice of the CoWoS Market from AI Chips, Challenging TSMC

AI Chips and High-Performance Computing (HPC) have been continuously shaking up the entire supply chain, with CoWoS packaging technology being the latest area to experience the tremors. In the previous piece, "HBM and 2.5D Packaging: the Essential Backbone Behind AI Server," we discovered that th...

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