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Author Archives: TrendForce
[News] Rise of the Non-NVIDIA Alliance Benefits Taiwanese ASIC Manufacturers
While NVIDIA is likely to face accusations from the French antitrust regulators, the Non-NVIDIA Alliance like the UALink (Ultra Accelerator Link) Alliance and the UXL Foundation are reportedly launching a counterattack, significantly increasing their efforts in developing specialized ASICs. According …
Posted in Consumer Electronics, Semiconductors
Tagged ASIC, CSP, CUDA, Egis Technology Group, Intel, Nvidia, Qualcomm, Silicon IP
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[News] Memory Market Recovery is Near, as Winbond Expects a Good Year in 2025
According to a report from Commercial Times, Arthur Chiao, Chairman of Winbond, stated that this upward market cycle for the memory sector has arrived on time. Reportedly, customers are not worried about shortages, and all products made by Winbond will …
Posted in Consumer Electronics, Semiconductors
Tagged AI, memory, NOR Flash, Taiwan, Winbond
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[News] Robust Demand in AI Drives South Korea’s Chip Exports in June to Record High
On July 1st, according to a report from Reuters, the South Korea’s Ministry of Trade, Industry and Energy has announced that exports had grown for the ninth consecutive month in June. The sustained and even increasing demand for chips overseas led …
Posted in Consumer Electronics, Notebook Computers, Semiconductors
Tagged chip, Korea, semiconductor
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[News] NVIDIA Faces Potential Antitrust Charges in France, U.S. and EU Close Behind
On July 1st, according to a report from Reuters, the French antitrust authority plans to file charges against NVIDIA, accusing the company of engaging in anti-competitive practices, making France the first country to take such action against NVIDIA. The French …
[News] NVIDIA’s H200 Order Delivered from Q3, Boosting Server Supply Chain with Strong Demand
In late March, NVIDIA CEO Jensen Huang personally delivered the first high-end DGX H200 AI server to customer OpenAI. According to a report from Commercial Times, following this, the upstream chips for the H200 AI-GPU entered mass production in late …
Posted in Semiconductors
Tagged ASUS, Gigabyte, H200, HPE, Inventec, Lenovo, Nvidia, Quanta, semiconductor, Supermicro
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