TSMC achieved a small QoQ growth of 2.4% in overall wafer shipment in 4Q24 thanks to stocking activities for new smartphones and ongoing robustness in demand for AI-related HPC chips...
TrendForce forecasts uncertain growth for AI server shipments in 2025, influenced by US export controls, the rise of DeepSeek, and GB rack preparation progress. The base case projects 28% growth; the...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...
Samsung Foundry is turning conservative for its Capex plans of 2025 after having experienced difficulties stemming from EOL, migration, and obtainment of 3/2nm orders for some of the products among cl...
TrendForce indicates that NVIDIA will increase shipments of Blackwell GPUs featuring CoWoS-L in 2025, while US trade restrictions may reduce demand for CoWoS-S. NVIDIA's adjusted CoWoS order...
In recent years, the global consumer market has experienced sluggish demand due to inflation and the overall economic uncertainty caused by the pandemic, marking the end of the high-growth trend for s...
TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with N...
Regarding the progress on 2nm, TSMC has scheduled mass production for N2 in 2H25, with tape outs and pilot runs successively initiated for early clients...
According to the latest research by TrendForce, the global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 13.7M units, with the market value anticipated to hit...
The supply chain’s concerns on escalating geopolitical pressure after the inauguration of the latest US president-elect Donald Trump in 2025 include...
Recent market rumors have been surrounding on Google’s deferred mass production for its next-gen TPU (TPU v7). According to TrendForce’s survey...
TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...
TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...
TrendForce reports that global top 10 foundries achieved record-high revenue of US$34.9 billion in 3Q24, a 9.1% QoQ growth, driven by strong advanced node demand and policy stimulus in China. TSMC&...
Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...
