Observations indicate that Samsung had officially initiated construction for its new fab in Taylor (US) since November 2022...
This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves int...
With the global semiconductor industry increasingly adopting specialization, the design and development of application processor (AP) and system on a chip (SoC) for smartphones are primarily undertake...
According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing eq...
TSMC generated a better-than-expected QoQ growth of 10.2% in 3Q23 revenue at US$17.2 billion (calculation based on US$1=NT$31.6957) under an increase of overall wafer shipment attributed to the stocki...
1. Business Performance Comparison 2. Products Comparison 3. Chip Performance Comparison 4. Other Competitors 5. TRI’s View
As indicated by TrendForce’s latest survey, overall server shipment (including AI servers) is expected to arrive at 13.4 million units in 2023...
Foundry Market Bulletin (August 28th) had mentioned how Samsung Foundry had suspended about 30% of its systems, in accordance with a capacity utilization that had drastically fallen to about 40-45% in...
In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...
Today, using smartphones to take photos has become a popular way for people to record and share everyday memories. Camera performance has also become an important factor for consumers when deciding to...
An observation on the changes of Samsung’s orders of advanced nodes indicates that 5/4nm, aside from producing Qualcomm’s 4 Gen 2 chips, is also assisting with Samsung System LSI’s reinitiated in-hous...
High-performance computing can handle the workload of automotive electrification, internet of vehicles, ADAS, and autonomous driving technologies, and is capable of adapting to the constantly changing...
The on-going reduction on 4Q23 orders among clients for major applications such as smartphones, PCs, and servers, with full adjustments on products ranging from AP to peripheral Wi-Fi and PMIC...
1. Dynamics of AI Server Market 2. HBM Market Outlook 3. Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
