For the demand end, notebook and smartphone clients are continuing with their stocking dynamics from 4Q23 in order to pile up low-priced inventory...
AI technology has become a new industry trend after OpenAI released ChatGPT, and this trend has now extended to the smartphone field. Current observations find that in-house large language models (LLM...
1. Development of Global AI Industry Chain 2. Analysis of Cross-Modal Business Opportunities in AI 3. A Breakdown of Hardware Supply Chain 4. TRI’s View
Regarding contract prices of NAND Flash for 1Q24, there have been successive conclusions for SSD at an average QoQ growth of more than 20%...
1. Global Overview of the AI Market Development 2. The Necessity of Openness in AI Development 3. Current Applications and Development of AI 4. TRI’s View
An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4...
Driven by advancements in AI and Generative Content (AIGC), the role of PCs is evolving to reshape how we use technology. PCs that offer a blend of computational power, efficiency, and security are be...
As the undersupply issues with game consoles had gradually eased, the deferred market demand drove up the sales of game consoles in 2023. However, considering the instability of the global economy, if...
Wafer prices, despite ongoing increment throughout December, are starting to exhibit stagnation in elevation after 512Gb surpassing US$3.0 from the lowest price point of US$1.4 this year...
Samsung Foundry is likely to implement price reduction measures during 1Q24 in the hope of either stimulating or ensuring wafer orders from its clients...
Based on the application foundation of AI within the industrial field, AIGC has welcomed a robust development among industrial segments, with integration of industrial software, including CAX and EDA,...
After a sizable increment in wafer prices that lasted for several months, various end products of NAND Flash will be introducing another wave of price hike throughout 1Q24 at an expected QoQ growth...
Edge computing involves the relocation of computing processes from centralized cloud systems to the very source where data are generated. This shift brings about several advantages, notably a signific...
