Author Archives: TrendForce

[News] U.S. CPI Continued to Decline in September, Market Holds Steady on Rate Cut Expectations

The U.S. Consumer Price Index (CPI) continued to decline in September, according to data released by the U.S. Bureau of Labor Statistics on October 10. The year-over-year CPI growth rate was 2.4%, down 0.1% from the previous month. Although slightly …

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[News] Amid Buzz over Jensen Huang Buying Intel, Here Are the Highlights of the 11 Biggest Tech Mergers Ever

Nvidia CEO Jensen Huang’s net worth has now reached USD 109.2 billion, surpassing Intel’s total market value of USD 96.595 billion. This development has sparked excitement among many netizens, with some calling for Huang to acquire Intel and create a …

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[News] AMD Unveils its Latest AI Accelerators MI325X and MI355X, with TSMC Emerges as the Major Beneficiary

As AMD unveiled the roadmap for its upcoming AI accelerators at Advancing AI 2024, including MI325X and MI355X, its longtime foundry partner TSMC is expected to be the major beneficiary, according to the reports by the Commercial Times and the …

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[News] NVIDIA May Switch to GPU Socket Design with 300 Series, Likely Boosting Taiwanese Supply Chain

Rumors have been circulating recently that NVIDIA, after the shipment of GB200 in the fourth quarter, is mulling to replace the current on-board solution with an independent GPU socket design, which might benefit Taiwanese supply chain companies such as Foxconn and …

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[News] Vietnam Plans to Establish Over 20 Semiconductor Plants

According to a recent article published on the Vietnam Government News website, on September 21, Prime Minister Pham Minh signed Decision No. 1018/QD-TTg, issuing Vietnam’s strategy and vision for the development of the semiconductor industry, with short-term goals until 2030 …

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