AI Chip

Foundry Market Bulletin_20241111 | TrendForce

Foundry Market Bulletin_20241111

Nov 11, 2024 | PDF

Looking at changes to revenue generated by various nodes of TSMC in 3Q24, 7nm and below nodes, including 3nm, 5/4nm, and 7/6nm, have achieved a remarkable performance thanks to...

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025 | TrendForce

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

Nov 11, 2024 | PDF

Content: 1. Global AI Server Market Forecast 2. Introduction of Transceiver 3. Transformation from Pluggable Transceiver Optics to CPO 4. Dynamics of the CPO Development 5. Key Takeaways

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes | TrendForce

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node s...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes | TrendForce

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advance...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes | TrendForce

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

Recent reports coming out of the foundry market suggest that TSMC has informed its Chinese customers about a temporary suspension of AI-related chip shipments using advanced nodes of 7nm and below...

Foundry Market Bulletin_20241028 | TrendForce

Foundry Market Bulletin_20241028

Oct 28, 2024 | PDF

Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...

Foundry Market Bulletin_20241014 | TrendForce

Foundry Market Bulletin_20241014

Oct 14, 2024 | PDF

The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...

AI Server Industry Analysis-3Q24 | TrendForce

AI Server Industry Analysis-3Q24

Oct 04, 2024 | PDF

According to the latest survey by TrendForce, the total global server shipment volume (including AI servers) in 2024 is estimated to reach 13.7M units...

Analysis of End-to-End Model Development for Autonomous Driving (Presentation) | TrendForce

Analysis of End-to-End Model Development for Autonomous Driving (Presentation)

Oct 04, 2024 | PDF

1. End-to-End Model 2. Analysis of Key Players in End-to-End Models 3.The Deployment and Challenges of Computational Power for Training 4. TRI’s View

Foundry Market Bulletin_20240930 | TrendForce

Foundry Market Bulletin_20240930

Sep 30, 2024 | PDF

Regarding the progress of mass production for Samsung’s Exynos 2500, it is confirmed that the new flagship S25 slated for release in 2025 will not be adopting the particular product...

The Rise of AI Drives New Competition in the IC Design Industry (Presentation) | TrendForce

The Rise of AI Drives New Competition in the IC Design Industry (Presentation)

Sep 26, 2024 | PDF

1. AI Models and Technologies Used 2. The Relationship Between Computing and ICs 3. The Impact of AI on the IC Industry 4. AI Deployment by Major IC Design Companies 5. TRI’s View

Foundry Market Bulletin_20240916 | TrendForce

Foundry Market Bulletin_20240916

Sep 16, 2024 | PDF

TSMC has recently activated the stocktaking for its 8-inch capacity, and proposed solutions for revitalizing fab assets, due to the foundry having the largest 8-inch capacity...

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain | TrendForce

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Sep 11, 2024 | PDF

TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projec...

FOPLP to Accommodate Different Types of Suppliers with Market Segmentation | TrendForce

FOPLP to Accommodate Different Types of Suppliers with Market Segmentation

Sep 04, 2024 | PDF

(a) incentives for chip makers to adopt FOPLP solution: AI GPU makers pursuing chip packaging size expansion could adopt chip-last solution, while power IC and RF IC makers pursuing packaging cost red...

Foundry Market Bulletin_20240902 | TrendForce

Foundry Market Bulletin_20240902

Sep 02, 2024 | PDF

Samsung Foundry, who focuses on the development and mass production of advanced nodes, will continue to concentrate on establishing 3nm, 2nm, and a small volume of 1.4nm R&D lines for capacity expansi...

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