Monthly Archives: September 2023

What Is ‘Silicon Photonics’? Why Intel, TSMC, NVIDIA, Apple Are Investing

Posted on 2023-09-13 by TrendForce

With the increasing demand for massive computing in fields such as AI, communication, and autonomous vehicles, the evolution of integrated circuits (ICs) has reached a physical limit under the premise of Moore’s Law. How can this limit be surpassed? The …

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[News] Apple’s 5G Chip Dreams Crushed, TSMC Wins Big

Posted on 2023-09-12 by TrendForce

According to the news from ChinaTimes, Qualcomm announced on the 11th that it has reached a three-year agreement with Apple to supply 5G communication chips for Apple’s smartphones from 2024 to 2026. This also implies that Apple’s efforts to develop …

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[News] Wistron Reportedly Enters Intel AI Server Supply Chain After NVIDIA and AMD

Posted on 2023-09-12 by TrendForce

According to a report by Taiwanese media Money DJ, after establishing a stable position as a major supplier for NVIDIA GPU baseboard, Wistron has secured orders for AMD MI300 baseboards. Reliable sources indicate that Wistron has expanded its involvement beyond …

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China’s Ascendant Apple Notebook Supply Chain: Taiwanese Firms Shift to Secure Orders

Posted on 2023-09-12 by TrendForce

The Chinese supply chain, led by Luxshare Precision, has secured Apple AirPods and iPhone assembly orders, while another ODM manufacturer Wingtec Technology, is gradually taking a slice of Taiwan-based orders. This development is poised to impact orders from Apple’s notebook …

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[News] Facing CoWoS Shortage, TSMC’s Taichung Plant Joins Capacity Support

Posted on 2023-09-12 by TrendForce

According to a report by Taiwan’s Commercial Times, TSMC is facing a tight supply of advanced packaging capacity, with its Taichung factory ramping up equipment support at a rapid pace. Industry insiders have disclosed that TSMC’s annual production capacity for …

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