TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...
According to global market intelligence firm TrendForce, NVIDIA has become increasingly dominant in the AI GPU market since the initiation of GenAI actuated by ChatGPT in 2023...
In 3Q24, global smartphone production totaled 306 million units, increasing by 7.0% compared with 2Q24 and remaining flat compared with the same period last year...
TrendForce indicates that the US Department of Commerce announced new export controls on December 2nd, further restricting China's access to advanced semiconductor technologies. The new measu...
TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...
TrendForce reports that global top 10 foundries achieved record-high revenue of US$34.9 billion in 3Q24, a 9.1% QoQ growth, driven by strong advanced node demand and policy stimulus in China. TSMC&...
Former US President Donald Trump overwhelmingly won the November presidential election and triumphantly returned to the White House. However, the new administration, with its “America First” policy, p...
Since the Trump administration initiated the U.S.-China trade war during its first term, the U.S. has imposed a series of extensive tariffs on China. This has not only profoundly altered global supply...
