Monthly Archives: January 2025

[News] STMicroelectronics and GlobalFoundries Reportedly Halt French Wafer Plant Plans, Shift Focus to Chinese Market

Posted on 2025-01-15 by TrendForce

According to a report from ijiwei, citing Bloomberg, previously in 2022 STMicroelectronics and GlobalFoundries announced a EUR 5.7 billion investment plan to construct a wafer fabrication plant in France. However, this joint venture project has since stalled. Meanwhile, ijiwei notes that …

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[News] Global Chipmakers Reduce Investments for 2nd Year in a Row as EV and Smartphone Demand Stalls

Posted on 2025-01-14 by TrendForce

According to a report from MoneyDJ, citing Nikkei, global leading semiconductor companies have reduced their investment due to weak demand and overcapacity in semiconductors for electric vehicles (EVs) and smartphones despite the robust demand for AI-related semiconductors. Notably, this marks the second …

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[News] Apple Reportedly Nears Final Check on TSMC’s U.S.-made Chips, with 4nm Mass Production Imminent

Posted on 2025-01-14 by TrendForce

A couple of days ago, U.S. Commerce Secretary Raimondo stated that TSMC has started the production of advanced 4nm chips in Arizona, as per Reuters. Now the information seems to get confirmed, as a latest Nikkei report notes that Apple …

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[News] NVIDIA GB200 Racks Reportedly Overheat, Major Clients Cut Orders

Posted on 2025-01-14 by TrendForce

According to Reuters, citing The Information, NVIDIA’s major customers, cloud service providers (CSPs) such as Microsoft, Amazon, Alphabet’s Google, and Meta Platforms are reportedly scaling back orders of the company’s latest “Blackwell” racks due to overheating problems. Initial shipments of racks …

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[News] NVIDIA’s Revenue at Risk as U.S. AI Chip Export Restrictions Loom; Big CSPs Set to Benefit

Posted on 2025-01-14 by TrendForce

The Biden administration tightened chip export controls in its final days, as it announced sweeping new AI chip regulations aimed at China. As the world’s leading AI accelerator firm, NVIDIA is regarded to be heavily impacted, while major cloud providers …

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