Looking at changes to Samsung Foundry’s 8-inch orders for 2025, the tendency of localized China for China production...
In recent months, local governments across China have actively introduced policies to support the development of embodied intelligence. From late February to March 2025, cities such as Beijing, Hangzh...
"TrendForce reports NVIDIA announced next-gen B300, Rubin, and Vera at GTC 2025, emphasizing memory, liquid-cooling, and CPO network advancements, shifting from GB NVL72 to VR NVL144 and Rubin Ul...
Suppliers and module houses, who are reluctant to sell their products, are mostly implementing controls on product availability, aside from executing production cuts...
"TrendForce reports AI drives higher NAND Flash transmission performance demands. Samsung, to seize AI edge computing opportunities, accelerates Hybrid Bonding adoption in its V9 (286L) produ...
Suppliers’ production cuts have started exerting effectiveness as seen from the recent rebound of spot prices, where clients are also exhibiting increasing willingness in purchases for 2Q25...
As major countries like the US and EU accelerate the development of CubeSats, global satellite startups are prompted to deploy applications related to environmental and defense monitoring, as well as...
"TrendForce reports NVIDIA plans to launch GB300 in Q2 2025, with GB300 racks ramping up in Q4 due to higher specifications requiring extended testing. GB200 remains the 2025 shipment mainstr...
TSMC announced on March 4th to be investing US$100 billion in the US for three new phases, two advanced packaging plants, and one R&D center, in Arizona...
In late February 2025, Figure AI released Helix, a general-purpose (“generalist”) VLA (Vision Language Action) model designed for humanoid robots. This model allows robots to perform actions based on...
1. Foundry Market Overview 2. Impact of Capacity Supply and Geopolitical Factors 3. AI-Driven Growth in the Foundry Industry 4. TRI’s View
