Monthly Archives: July 2024

[News] AMD’s Q2 Results Reveal Shift Towards AI Chips, Similar to NVIDIA’s Path

Posted on 2024-07-31 by TrendForce

On July 30, AMD announced its second-quarter financial results (ending June 29), with profits exceeding Wall Street expectations. According to a report from TechNews, the most notable highlight is that nearly half of AMD’s sales now come from data center …

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[News] Samsung Sees Solid Demand for 3nm in 2H24, Aiming a Ninefold Increase in AI/HPC Sales by 2028

Posted on 2024-07-31 by TrendForce

In addition to the strong memory momentum which contributes to Samsung’s soaring profits in the second quarter, the tech giant’s progress on the foundry and chip business also attracts attention. According to its press release on July 31st, Samsung expects …

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[Insights] Memory Spot Price Update: NAND Spot Prices Lacks Momentum due to Absent July Stocking Demand

Posted on 2024-07-31 by TrendForce

According to TrendForce’s latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum last week. Spot prices of DDR4 and DDR5 products didn’t show significant fluctuations as the market has not seen a …

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[News] Innolux Confirms Sale of Tainan Plant 4, with Micron & TSMC Reportedly in the Bidding Stage

Posted on 2024-07-31 by TrendForce

After announcing the end of eight consecutive quarters of losses on July 30, according to a report from Economic Daily News, Innolux’s board of directors decided to authorize Chairman Jim Hung to handle real estate matters, confirming the rumors that …

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[News] Apple Reportedly Adopts Google’s Chips to Train its AI Models instead of NVIDIA’s GPUs

Posted on 2024-07-31 by TrendForce

Apple’s latest technical document reveals that the two main AI models behind Apple Intelligence are trained using Google’s Tensor Processing Units (TPUs) instead of NVIDIA GPUs. According to a report from Commercial Times, this suggests that the demand for NVIDIA …

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