Monthly Archives: November 2023

[News] Infineon in GaN and SiC Expansion Drive Advancements in the New Energy Market

Posted on 2023-11-21 by TrendForce

In recent years, the tech industry has pivoted around two keywords, low carbonization and digitization, marking significant areas of growth. Semiconductor companies are eagerly investing and acquiring ventures, particularly in response to the emerging new energy industry chain driven by …

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[News] Luxshare Reportedly Abandons Plans for Indian Manufacturing, Shifts Focus to Vietnam

Posted on 2023-11-21 by TrendForce

Luxshare, a crucial player in the Chinese Apple supply chain, is facing challenges in its Indian expansion plans due to the strained relations between China and India. Several Indian media outlets reported that Luxshare has revised its initial investment plan …

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[News] Samsung Ends Partnership with BOE! AUO Welcomes the Diversion Effect, but Capacity Challenges Loom

Posted on 2023-11-21 by TrendForce

According to TechNews’ report, due to ongoing technology infringement disputes and the uncertainty in the tense relations between China and the United States, Samsung Electronics is cutting ties with the leading Chinese display supplier BOE. They are restructuring their supply …

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[News] Tech Giants Launch AI Arms Race, Aiming to Spark a Wave of Smartphone and Computer Upgrades

Posted on 2023-11-21 by TrendForce

According to CNA’s news, the potential business opportunities in artificial intelligence have spurred major tech giants, with NVIDIA, AMD, Intel, MediaTek, and Qualcomm sequentially launching products featuring the latest AI capabilities. This AI arms race has expanded its battleground from …

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[News] Memory Giants Samsung & Micron Actively Embrace DDR5 and HBM as Favorable Choices

Posted on 2023-11-21 by TrendForce

This year, increasing demand for ChatGPT, along with ongoing innovations in PC and server technologies, has driven a growing market preference for high-value DRAM chips such as HBM and DDR5. Memory giants are collectively and actively positioning themselves in the …

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