Monthly Archives: August 2024

[News] Samsung to Benefit from NVIDIA’s Reported Blackwell Delay as Tech Giants Turn to AMD

Posted on 2024-08-06 by TrendForce

As AI giant NVIDIA is said to delay its upcoming Blackwell series chips for months, which are now expected to hit the market around early 2025, the related semiconductor supply chain is experiencing a reshuffle. According to a report by …

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Posted in DRAM, Semiconductors | Tagged , , , , , , | Leave a comment

[News] Innolux Targets to Begin FOPLP Mass Production by Year-End

Posted on 2024-08-06 by TrendForce

According to a report from Economic Daily News, Innolux President James Yang announced on August 5 that the company is advancing its semiconductor fan-out panel-level packaging (FOPLP) with three key processes, targeting to enter mass production as soon as year-end. The chip-first …

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Posted in Semiconductors | Tagged , , , , , | Leave a comment

[News] Intel and NVIDIA’s New Platform Orders Rolling Out, TSMC Unaffected by Market Turbulence

Posted on 2024-08-06 by TrendForce

According to a report from Commercial Times, despite ongoing turbulence in the semiconductor industry, including Intel’s capital expenditure cuts and reported bottlenecks in NVIDIA’s B-series GPU, TSMC’s leading position in the industry may remain unshaken. The sources cited in the report note that …

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Posted in Semiconductors, Wafer Foundries | Tagged , , , , , , | Leave a comment

[News] Contrasting with Manufacturing, U.S. July Services PMI Rebounds into Expansion

Posted on 2024-08-06 by TrendForce

The Institute for Supply Management (ISM) released its July Services PMI report on August 6th, revealing that the Services PMI rose from 48.8 in the previous month to 51.6, surpassing market expectations of 51.0. The expansion was driven by 10 …

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Posted in Macroeconomics | Tagged | Leave a comment

TrendForce：VR/MR Device Shipments to Reach 37 Million Units by 2030, with OLEDoS and LCD Dominating High-End and Mainstream Markets

Posted on 2024-08-06 by TrendForce

TrendForce’s latest report reveals that shipments of near-eye displays are expected to increase year-by-year over the next few years following inventory clearance. It is anticipated that OLEDoS will dominate the high-end VR/MR market, with its technological share rising to 23% …

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Posted in Optical Semiconductors, Research & Intelligence | Leave a comment