Monthly Archives: February 2024

[News] Breaking Away from NVIDIA Dependency, Microsoft Reportedly Developing In-House AI Server High-Speed Network Card

Microsoft is reportedly developing a customized network card for AI servers, as per sources cited by global media The Information. This card is expected to enhance the performance of its in-house AI chip Azure Maia 100 while reducing dependency on NVIDIA …

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[News] Samsung Semiconductor Halts Construction of Pyeongtaek Plant 5, Focuses on Expanding Plant 4 Line to Attract Customers

Despite challenges, Samsung Semiconductor remains optimistic about the market outlook for the second half of the year. According to a report from TechNews citing sources , to compete with TSMC and enhance efficiency to meet market demands, Samsung is reportedly adjusting …

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[Insights] Memory Spot Prices Update: DRAM and NAND Flash Short-term Trends Stable

According to TrendForce’s latest release on memory spot prices, with no signs of loosening in contract market prices for DRAM and NAND Flash, spot prices are expected to remain relatively stable in the short term. Details are as follows: DRAM …

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[News] Tata Group Rumored to Invite Taiwanese Businesses to Establish Fabs in India, Possibly Partnering with UMC or PSMC

As reported by Indian media Economic Times, India’s Tata group may collaborate with Taiwanese semiconductor foundries like UMC or PSMC to establish the first fab in India, initially producing mature process chips with a planned monthly capacity of 25,000 wafers. …

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[Insights] Late February Panel Prices Update, TV Panel Prices Return to Rising Trend

TrendForce has released the latest panel quotations for late February. TV panel prices shall rise in February due to low inventory stimulating demand; Monitor panel demand remains steady, with some increase due to TV panel price trends; Notebook panel demand …

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