Monthly Archives: May 2024

[Insights] Big Four CSPs Continue to Shine in Q1 2024 Financial Reports, AI Returns Garnering Attention

Posted on 2024-05-06 by TrendForce

Four major cloud service providers (CSPs) including Google, Microsoft, Amazon, and Meta, sequentially released their first-quarter financial performance for the year 2024 (January 2024 to March 2024) at the end of April. Each company has achieved double-digit growth of the …

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[News] NVIDIA Reportedly Fueling Samsung and SK Hynix Competition, Impacting HBM Pricing?

Posted on 2024-05-03 by TrendForce

According to South Korean media outlet BusinessKorea’s report on May 2nd, NVIDIA is reported to be fueling competition between Samsung Electronics and SK Hynix, possibly in an attempt to lower the prices of High Bandwidth Memory (HBM). The report on May …

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[News] PSMC’s New Tongluo Plant Unveiled, CoWoS Packaging Ready to Roll

Posted on 2024-05-03 by TrendForce

Powerchip Semiconductor Manufacturing Corporation (PSMC) held the inauguration ceremony for its new Tongluo plant on May 2nd. This investment project, totaling over NTD 300 billion  for a 12-inch fab, has completed the installation of its initial equipment and commenced trial …

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[News] TSMC Reportedly Commences Production of Tesla’s Next-Generation Dojo Chips, Anticipates 40x Increase in Computing Power in 3 Years

Posted on 2024-05-03 by TrendForce

Tesla’s journey towards autonomous driving necessitates substantial computational power. Earlier today, TSMC has confirmed the commencement of production for Tesla’s next-generation Dojo supercomputer training chips, heralding a significant leap in computing power by 2027. As per a report from TechNews, …

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[News] HBM Craze Continues! SK Hynix Reports Sold Out for this Year, Next Year’s HBM Capacity Nearly Fully Booked

Posted on 2024-05-02 by TrendForce

SK Hynix CEO Kwak Noh-Jung announced on May 2nd that the company’s HBM capacity for this year has already been fully sold out, and next year’s capacity is also nearly sold out. From a technological perspective, SK Hynix plans to …

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