"As demand for AI servers rises, the adoption of HBM4 memory is set to increase costs, with estimated price premiums exceeding 30%. HBM4 features significant changes, including doubling IO ch...
TSMC mentioned at the 1Q25 earnings call that 30% of 2nm capacity will be established at its Arizona fab in the future...
This week’s Bulletin provides an update on the respective markets of global CSPs and corresponding enterprises OEMs, and renews the annual outlook of server demand...
As indicated by the survey of global market intelligence firm TrendForce, order demand for 2Q25 is rendering complex and double-edged effects due to significant repercussions from tariffs...
TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2...
With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...
Despite concerns about a downward revision in AI-related demand, SK hynix is projected to experience higher demand for its products and achieve yield improvements...
Regarding Samsung’s partnerships and negotiations with clients of advanced nodes, Samsung Foundry had previously concluded negotiations with Qualcomm on the 8 series flagship chips through SF2...
