NVIDIA

Analysis on Upstream Supply Chain Dynamics for AIGC Industry

Jul 13, 2023 | PDF

AIGC is being comprehensively implemented and gradually entering human life. Currently, major technology companies, leading application service providers, numerous startups, and national institutions...

Suppliers to Safeguard Bottom Prices; Contract Prices for Partial NAND Flash Wafers Could Rise in Chinese Market in June

May 30, 2023 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

May 24, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...

Global Smartphone Production Fell by 6% QoQ to 292 Million Units for 2Q22; China’s COVID-19 Containment Policy Further Impaired Smartphone Brands’ Performances

Aug 24, 2022 | PDF

Global market intelligence firm TrendForce reports that smartphone brands’ device production plans for 2Q22 were already fairly conservative because they had prioritized channel inventory adjustments....

Updates on Foundry Market Dynamics_20201026

Oct 26, 2020 | PDF

Nvidia will redirect a large number of orders from Samsung to TSMC in 2021 due to uncertainties regarding Samsung’s production capacity...