Under the influence of growing AI-related demand and the slowing pace of node migration under Moore’s Law, achieving lower power consumption and higher transistor counts on a single chip has become a...
Strong demand for enterprise SSDs: Thanks to the demand related to AI-enabled applications, the attach rate of SSDs among servers rose in 1Q24...
Having arrive at the end of May, the consumer market remains conservative towards future demand, while suppliers are expected to carry on with their intention in raising prices throughout 3Q24...
Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...
It has not been easy for wafers to ascend in prices this month as consumer product brands are maintaining their conservativeness towards 2H24 demand...
The client end is forced to accept the increase of 2Q24 contract prices, despite poor demand from the consumer market...
As the overall performance of cloud computing resources becomes more powerful, the energy consumption and heat generated by servers are also on the rise. Data center operators now urgently seek more e...
TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...
TSMC president C.C. Wei was questioned by analysts about the potential introduction of High-NA EUV during TSMC’s 4Q23 earnings call. He responded, “Because of technology itself is no value. Only when...
Enterprise and PC SSD have come to an increase of more than 20% in average contract prices for 2Q24 after a month of negotiations on various end products...
1. Status-quo of the Cloud AI Chip Market 2. Developments of Cloud AI Chipmakers Worldwide 3. Developments of CSPs’ Self-designed AI Chips 4. TRI’s View
FPGAs have diverse functions and are widely used in various fields, and is increasing in importance with the continuous advancement of electronic devices. This report mainly analyzes the product chara...
US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...
Suppliers are pretty much settled on their intention in carrying on with the increase of prices, despite ongoing negotiations on 2Q24 contract prices between market participants...
1. Market Status of Cloud AI Chips 2. AI ASIC Suppliers 3. IC Design Service Providers 4. Memory IP Providers 5. TRI’s View
