TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...
1. Cloud AI Chips: Market Status 2. CSP In-House AI Chip Manufacturing: US 3. CSP In-House AI Chip Manufacturing: China 4. TRI’s View
In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...
AI technology has become a new industry trend after OpenAI released ChatGPT, and this trend has now extended to the smartphone field. Current observations find that in-house large language models (LLM...
1. Development of Global AI Industry Chain 2. Analysis of Cross-Modal Business Opportunities in AI 3. A Breakdown of Hardware Supply Chain 4. TRI’s View
1. Global Overview of the AI Market Development 2. The Necessity of Openness in AI Development 3. Current Applications and Development of AI 4. TRI’s View
An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4...
Driven by advancements in AI and Generative Content (AIGC), the role of PCs is evolving to reshape how we use technology. PCs that offer a blend of computational power, efficiency, and security are be...
The annual global server shipments (including all types) are projected to drop by around 6% YoY for 2023...
Samsung Foundry is likely to implement price reduction measures during 1Q24 in the hope of either stimulating or ensuring wafer orders from its clients...
Recent market rumors are pointing to TSMC’s price reduction for some of its nodes in 2024. TrendForce’s survey indicates that the Taiwanese foundry...
According to the investigation conducted by the global market intelligence firm TrendForce, the latest version of the export control rules released by the US Commerce Department in October primarily t...
Samsung Foundry has been troubled by the deprived capacity utilization for its advanced nodes after the successive transferals of flagship orders by major clients such as Qualcomm and NVIDIA since 202...
As TrendForce mentioned from its Foundry Market Bulletin on October 16th, TSMC has turned conservative in 3nm expansion for 2024 by merely enlarging to 90-100Kwspm that...
1. Overview of the Market for Autonomous Driving SoCs 2. Statuses of Main Competitors 3. Analysis of the Competitive Landscape 4. TRI’s View
