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Author Archives: TrendForce
[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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[News] Huawei and XMC Collaborate to Develop HBM, Looking to Break Through U.S. Sanctions
According to a report from the Korean media outlet The Chosun Daily, Chinese company Huawei plans to collaborate with memory manufacturer Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) to produce High Bandwidth Memory (HBM) semiconductors. Additionally, Jiangsu Changjiang Electronics Technology (JCET) and …
Posted in Semiconductors
Tagged China, HBM, Huawei, memory, Micron, Samsung, SK Hynix, US sanction, XMC
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[News] Taiwan Reportedly to Accommodate up to 20 More Large Plants Due to Power Constraints
As semiconductor companies led by TSMC accelerate their pace for capacity expansion, benefiting the local supply chain, industry electricity consumption has emerged as a tough challenge for Taiwan. According to the latest report by the Economic Daily News, Taiwan can …