Moving into 1Q25, the typical slow season, several factors are affecting the NAND Flash market. First, delays in NVIDIA’s product shipments...
Negotiations for contract prices of various products are mostly done for this quarter. Among which, enterprise SSD saw a widened reduction to 18-23% as CSPs have yet to recover their purchase dynamics...
The latest export control imposed by the US Department of Commerce not only restricts TSMC and Samsung from shipping 16nm and below chips that exceed the standard computing power to China...
On January 30, 2025, during Tesla’s Q4 2024 earnings call, the company revealed that its humanoid robot production line is expected to reach a monthly output of 10,000 units by 2026, with deliveries s...
Suppliers have been negotiating aggressively with the demand end on 1Q25 prices after the conclusion of the Lunar New Year holiday...
TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the lon...
TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment...
Aggressive price drops and promotions are no longer seen from contract prices for wafers due to suppliers’ successive announcements on production cuts since the end of January...
In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US a...
DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven a...
TSMC achieved a small QoQ growth of 2.4% in overall wafer shipment in 4Q24 thanks to stocking activities for new smartphones and ongoing robustness in demand for AI-related HPC chips...
The International Federation of Robotics (IFR) announced the five major development trends for robots at the end of January 2025, and discussed issues including diversified and pragmatic AI applicatio...
Continuing from previous updates, contract prices for 1Q25 have only been negotiated for partial products, and the rest will resume talks after the conclusion of the Chinese New Year holiday...
On January 14, 2025, the U.S. Department of Commerce issued a final rule prohibiting the import and sale of vehicle connectivity system (VCS) hardware and software, as well as automated driving system...
