TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...
TrendForce forecasts that NVIDIA will focus on promoting its Blackwell B300 series AI chips in 2025, with increased adoption of CoWoS-L packaging and liquid cooling solutions. The B300 series will rep...
Regarding the progress of mass production for Samsung’s Exynos 2500, it is confirmed that the new flagship S25 slated for release in 2025 will not be adopting the particular product...
TSMC has recently activated the stocktaking for its 8-inch capacity, and proposed solutions for revitalizing fab assets, due to the foundry having the largest 8-inch capacity...
According to the latest analysis by the global market intelligence firm TrendForce, the semiconductor supply chain entered an inventory correction cycle starting in 2022...
Samsung Foundry, who focuses on the development and mass production of advanced nodes, will continue to concentrate on establishing 3nm, 2nm, and a small volume of 1.4nm R&D lines for capacity expansi...
Global market intelligence firm TrendForce reports that with the arrival of China’s 618 Shopping Festival in June, inventory levels for consumer electronics had already dropped to a relatively healthy...
According to research by the global market intelligence firm TrendForce, the global AI server market has been experiencing rapid growth over the years...
Japan is comparatively advantageous in semiconductor equipment related to coating/lithography, cleaning, as well as wafer dicing and testing...
Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging start...
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...
The workers’ union of Samsung has started a labor strike since mid-July. As reported, the strike is primarily affecting its 8-inch fabs that have now dropped to a capacity utilization of 30%...
TSMC generated US$20.82 billion (calculation based on US$1=NT$32.35) of revenue in 2Q24 at a QoQ growth of 10.5% attributed to how the ramped up shipment of 3nm, together with the continuance of AI-re...
Japan is currently advantageous in semiconductor materials and equipment, and is incentivizing key wafer suppliers to establish local fabs in the country by offering political support, whilst developi...
Recent rumors from the market are saying that Samsung’s in-house Exynos 2500 remains low and unstable in yield, and the new S25 slated for release in 2025 could either fully adopt Qualcomm’s products....
