Monthly Archives: September 2023

[News] BOE Expects 4Q Price Fluctuations, Stronger 2024 Demand

Posted on 2023-09-01 by TrendForce

According to a report from Taiwan’s TechNews, despite running at a loss in the first half of the year, BOE believes that its target of shipping 120 million OLED panels still has a chance of being achieved. As the industry …

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[News] Inventec’s AI Strategy Will Boost Both NVIDIA’s and AMD’s AI Server Chips to Grow

Posted on 2023-09-01 by TrendForce

According to Liberty Times Net, Inventec, a prominent player in the realm of digital technology, is making significant strides in research and development across various domains, including artificial intelligence, automotive electronics, 5G, and the metaverse. The company has recently introduced a …

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[News] Rumored AI Chip Demand Spurs Price Hikes at TSMC, UMC, ASE

Posted on 2023-09-01 by TrendForce

TSMC’s CoWoS advanced packaging capacity shortage is causing limitations in NVIDIA’s AI chip output. Reports are emerging that NVIDIA is willing to pay a premium for alternative manufacturing capacity outside of TSMC, setting off a surge in massive overflow orders. …

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[News] With US Expanding AI Chip Control, the Next Chip Buying Frenzy Looms

Posted on 2023-09-01 by TrendForce

According to a report by Taiwan’s Commercial Times, NVIDIA is facing repercussions from the US chip restriction, leading to controls on the export of high-end AI GPU chips to certain countries in the Middle East. Although NVIDIA claims that these …

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