Monthly Archives: August 2023

How Are Autotech Giants Revving Up Their R&D Game Amid the Downturn?

Posted on 2023-08-28 by TrendForce

In the face of adversities within the autonomous vehicle market, car manufacturers are not hitting the brakes. Rather, they’re zeroing in, adopting more focused and streamlined strategies, deeply rooted in core technologies. Eager to expedite the mass-scale rollout of Robotaxis, …

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Posted in Automotive Technologies, Emerging Technologies, Semiconductors, server | Tagged , , , , , , | Leave a comment

TrendForce Dives into NVIDIA’s Product Positioning and Supply Chain Shifts Post Earnings Release

Posted on 2023-08-25 by TrendForce

NVIDIA’s latest financial report for FY2Q24 reveals that its data center business reached US$10.32 billion—a QoQ growth of 141% and YoY increase of 171%. The company remains optimistic about its future growth. TrendForce believes that the primary driver behind NVIDIA’s …

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Posted in IC Design, IC Manufacturing, Package&Test, Semiconductors, server | Tagged , , , , | Leave a comment

[News] TSMC Partners with ASE and Siliconware to Boost CoWoS Packaging Capacities

Posted on 2023-08-25 by TrendForce

According to the news from Liberty Times Net, NVIDIA’s Q2 financials and Q3 forecasts have astounded the market, driven by substantial growth in their AI-centric data center operations. NVIDIA addresses CoWoS packaging supply issues by collaborating with other suppliers, boosting …

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[News] NVIDIA Establishes Non-TSMC CoWoS Supply Chain, UMC Doubles Interposer Capacity

Posted on 2023-08-25 by TrendForce

According to a report from Taiwan’s Commercial Times, NVIDIA is aggressively establishing a non-TSMC CoWoS supply chain. Sources in the supply chain reveal that UMC is proactively expanding silicon interposer capacity, doubling it in advance, and now planning to further …

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[News] Foxconn Rumored to Secure Significant Orders for NVIDIA’s New GH200, L40S Module

Posted on 2023-08-24 by TrendForce

According to a report by Taiwan’s Economic Daily, the latest GH200 module released by NVIDIA has seen its assembly orders exclusively undertaken by Foxconn, while the assembly orders for L40S are also entirely managed by Foxconn. Foxconn has traditionally refrained …

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