TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projec...
(a) incentives for chip makers to adopt FOPLP solution: AI GPU makers pursuing chip packaging size expansion could adopt chip-last solution, while power IC and RF IC makers pursuing packaging cost red...
This report explores the impact of US semiconductor export controls on China’s semiconductor industry and analyzes why Chinese manufacturers have more room to maneuver in the mature process segment. T...
1. An Overview of the Semiconductor Market 2. Demand & Capacity Utilization 3. Supply & Geopolitical Impact 4. The Semiconductor Market in the Age of AI 5. TRI’s View
1. New Era for Japanese Semiconductor Industry: Innovations and Development Trends under Governmental Interventions 2. TRI's View
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24 on chip packaging us...
Optical module is an indispensable component for achieving optical communication. However, corresponding issues are becoming increasingly apparent alongside the continuously climbing usage and growing...
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...
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...
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...
1. Market Status of Cloud AI Chips 2. AI ASIC Suppliers 3. IC Design Service Providers 4. Memory IP Providers 5. TRI’s View
As international geopolitical risks rise, Apple is beginning to face the issue of supply chain relocation. Since 2000, Apple has established a complete supply chain layout in China. Before the outbrea...
Silicon photonics, which emerges from the synthesis of silicon-based integrated circuits and semiconductor lasers, plays a pivotal role in advancing semiconductor technologies. This report aims to ana...
Demand for large panel driver ICs is set to rise sequentially throughout 2024, with ample overall supply. However, uncertainty in end-user demand has led to conservative stocking practices in the supp...
