The advent of Generative AI has ushered in a wave of AI-driven innovations, and introduced new opportunities to smartphones. Major brands are incorporating AI-related features into their flagship mode...
Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging start...
According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...
Benefiting from deep learning and AIGC technologies, humanoid robots have undergone a remarkable transformation after decades of development. With leading companies successively announcing mass produc...
The workers’ union of Samsung has started a labor strike since mid-July. As reported, the strike is primarily affecting its 8-inch fabs that have now dropped to a capacity utilization of 30%...
1. An Overview of the Semiconductor Market 2. Demand & Capacity Utilization 3. Supply & Geopolitical Impact 4. The Semiconductor Market in the Age of AI 5. TRI’s View
TSMC generated US$20.82 billion (calculation based on US$1=NT$32.35) of revenue in 2Q24 at a QoQ growth of 10.5% attributed to how the ramped up shipment of 3nm, together with the continuance of AI-re...
Recent rumors from the market are saying that Samsung’s in-house Exynos 2500 remains low and unstable in yield, and the new S25 slated for release in 2025 could either fully adopt Qualcomm’s products....
According to TrendForce’s latest research, global server shipments (including AI servers) totaled 1.34 M units for 2023, and global server revenue...
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24 on chip packaging us...
TSMC’s capacity for 3nm is now under an exceedingly short supply in 2H24 after the full incorporation by the iPhone 16 series and new PC platforms such as Intel’s Arrow Lake/Lunar Lake...
1. Global Trends in Mobile Base Station Development 2. AI Applications: Mobile Base Stations 3. TRI’s View
Under the influence of growing AI-related demand and the slowing pace of node migration under Moore’s Law, achieving lower power consumption and higher transistor counts on a single chip has become a...
Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...
TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...
