Author Archives: TrendForce

[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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[News] 2025: China’s 8-Inch Silicon Carbide Production Lines Enter Fierce Competition

Posted on 2025-01-14 by TrendForce

Recently, two 8-inch silicon carbide (SiC) production lines, one from Silan Microelectronics and the other from SST Microelectronics, have made notable progress. The year 2025 is being hailed as the “Year One of 8-Inch Silicon Carbide,” marking a pivotal period …

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[Insight] Analysis of Humanoid Robot Vision Systems and Opportunities for Taiwanese Companies

Posted on 2025-01-14 by TrendForce

According to TrendForce, with AI empowering hardware devices, the applications for robots have expanded significantly. Beyond manufacturing, humanoid robots can be applied in general consumers’ work and life environments. The multifunctional humanoid robot, suitable for both manufacturing and service sectors, …

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[News] Samsung Reportedly Speeds up HBM4 by 6 Months, as NVIDIA Plans Early Rubin Launch in Q3

Posted on 2025-01-13 by TrendForce

Is U.S. chip giant NVIDIA planning to launch the Rubin lineup early? The speculation now seems to turn into reality. As per South Korean media outlet New Daily, following SK hynix’s footsteps, Samsung is also accelerating the development of HBM4, …

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[News] TSMC’s Advanced Process and CoWoS Expansion: Progress Unveiled

Posted on 2025-01-13 by TrendForce

Ahead of TSMC’s earnings call on January 16th, the foundry giant’s capacity expansion plans remains a key focus, as the market is curious about its progress of Arizona plant and its CoWoS (Chip on Wafer on Substrate) output. Notably, the …

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