Monthly Archives: May 2024

[COMPUTEX 2024] As Electricity Demand Climbs Every Year, Which Development Paths Lead to Net-zero Carbon Emissions?

Posted on 2024-05-18 by TrendForce

With the emergence of net-zero carbon emissions and generative AI, the rising electricity demand will also become a major, long-term global trend accompanying these two hotly debated issues. For many governments and corporations, satisfying their electricity demand while meeting policy …

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[News] Qualcomm Reportedly Expects No Product Revenue from Huawei After This Year, While Royalty Income Remain

Posted on 2024-05-17 by TrendForce

Previously, the U.S. Department of Commerce revoked Intel and Qualcomm’s export licenses to Huawei, leading to speculation that they are now prohibited from collaborating with Huawei. According to a report from TechNews, Qualcomm anticipates that after 2024, it will no longer …

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[News] Rapidus Partners RISC-V Player Esperanto, Targeting Low-Power AI Chip

Posted on 2024-05-17 by TrendForce

On May 16, Japanese foundry startup Rapidus announced the signing of a Memorandum of Understanding (MoU) with American RISC-V architecture chip design company, Esperanto. The two sides will collaborate on the research and development of AI semiconductors for data centers, …

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[News] Kioxia Optimistic about NAND Market Sentiment; Price Hike Expected in Q2

Posted on 2024-05-17 by TrendForce

Kioxia, one of the world’s major NAND manufacturer, anticipates a strong market outlook, emphasizing a full recovery this season in key NAND applications such as PCs and smartphones. According to a report from the Economic Daily News, coupled with an expected …

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[News] China Reportedly Demands Automakers Increase Local Chip Procurement to 25%

Posted on 2024-05-17 by TrendForce

To strengthen its semiconductor supply chain, the Chinese government is reportedly requiring domestic automakers, including BYD, to expand their procurement of locally-produced chips. The goal is to increase the proportion of domestically-sourced automotive chips to 25% by 2025. According to …

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