Monthly Archives: August 2023

New TrendForce Report Unveils: Rising AIGC Application Craze Set to Fuel Prolonged Demand for AI Servers

Posted on 2023-08-18 by TrendForce

In just a short span of six months, AI has evolved from generating text, images, music, and code to automating tasks and producing agents, showcasing astonishing capabilities. TrendForce has issued a new report titled “Surge in AIGC Applications to Drive …

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Posted in Semiconductors, server | Tagged , | Leave a comment

[News] Prior to iPhone15 Launch, Haitong Securities Lowers Shipment Estimate

Posted on 2023-08-18 by TrendForce

According to a report by Taiwan’s Commercial Times, China’s Haitong Securities has taken the lead in reducing shipment expectations before Apple’s upcoming new product launch next month. The company has lowered the shipment forecast from the initial 83 million units …

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Posted in Consumer Electronics, Smartphones | Tagged , , , | Leave a comment

LGD, BOE Face Panel Quality Issues, SDC’s iPhone15 Panel Share Grows

Posted on 2023-08-18 by TrendForce

Based on a recent analysis by TrendForce, LG Display is encountering a challenge with its supply of 6.7-inch panels and chassis for the iPhone 15 Pro Max. The issue revolves around tolerance, leading to the development of a growing dark …

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Posted in Consumer Electronics, Display, Display Supply Chain, Display Technologies, Smartphones | Tagged , , , , | Leave a comment

BYD Closes In on Tesla in Q2 BEV Sales, with Surges Noted in Thailand and Australia

Posted on 2023-08-17 by TrendForce

The global automotive landscape is undergoing a decisive shift toward new energy vehicles (NEVs). TrendForce reports that in 1H23, NEV sales—which encompass battery electricity vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel cell electric vehicles (FCEVs)—soared to an impressive …

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Weak Demand Pressures TSMC, Samsung, Dongbu HiTek 8-inch Foundry Prices

Posted on 2023-08-17 by TrendForce

In recent market speculations, TSMC is rumored to have reduced its 8-inch wafer manufacturing quotes by as much as 30%, with subsequent reports suggesting that South Korean wafer foundries are following suit in lowering 8-inch wafer production prices. According to …

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