Looking at changes to Samsung Foundry’s 8-inch orders for 2025, the tendency of localized China for China production...
1. GB300: Architectural Updates 2. Major Power Supply Upgrade for GB300 3. CPO Receiving Attention 4. Refined Thermal Architecture 5. GB Shipments and CapEx Forecast for CSPs 6. TRI’s View
"TrendForce reports NVIDIA announced next-gen B300, Rubin, and Vera at GTC 2025, emphasizing memory, liquid-cooling, and CPO network advancements, shifting from GB NVL72 to VR NVL144 and Rubin Ul...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
"TrendForce reports AI drives higher NAND Flash transmission performance demands. Samsung, to seize AI edge computing opportunities, accelerates Hybrid Bonding adoption in its V9 (286L) produ...
"TrendForce reports NVIDIA plans to launch GB300 in Q2 2025, with GB300 racks ramping up in Q4 due to higher specifications requiring extended testing. GB200 remains the 2025 shipment mainstr...
TSMC announced on March 4th to be investing US$100 billion in the US for three new phases, two advanced packaging plants, and one R&D center, in Arizona...
1. Foundry Market Overview 2. Impact of Capacity Supply and Geopolitical Factors 3. AI-Driven Growth in the Foundry Industry 4. TRI’s View
TrendForce reports that the total revenue of the global top 10 foundries climbed 9.9% QoQ to a new record in 4Q24, driven by strong wafer shipments from advanced nodes (3nm and 5/4nm). TSMC maintained...
TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI serve...
TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. St...
The latest export control imposed by the US Department of Commerce not only restricts TSMC and Samsung from shipping 16nm and below chips that exceed the standard computing power to China...
TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the lon...
In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US a...
DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven a...
