Author Archives: TrendForce

[News] Foundry Giants’ Advanced Node Expansion Efforts Beyond 2025: TSMC, Intel, Rapidus and More

Foundry giants, as well as ambitious newcomers, have been making strides in capacity expansion as soon as 2025 kicks start. According to SEMI, the semiconductor industry is set to begin 18 new fab construction projects in 2025. Notably, this trend …

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[News] China Becomes Second-Largest Lithium Holder after New Mine Discovery, Boosting EV Battery Sector

China may have more bargaining power in the electric vehicle and battery sectors, though in an unexpected way. According to a report from Interesting Engineering, citing Chinese news agency Xinhua, the country has become the world’s second-largest holder of the …

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[News] NVIDIA to Launch China-Specific RTX 5090 D with 29% AI Performance Cut to Meet U.S. Export Rules

According to a report from Commercial Times, NVIDIA unveiled the RTX 50 series graphics cards at CES on January 7, including the RTX 5090 D, which was specifically designed for the Chinese market to comply with U.S. export control regulations. …

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[News] U.S. Chip Export Ban to China May Extend to 16nm Before Biden Leaves Office

According to a report from Economic Daily News, the U.S. is reportedly preparing to tighten chip export controls on China. Before the end of President Biden’s term, and potentially as early as the 10th, the U.S. may announce stricter export …

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[News] NVIDIA’s GB10 Superchip Powering Project DIGITS is Reportedly Built with TSMC’s 3nm Node

NVIDIA stole the show at CES 2025, as CEO Jensen Huang showcased a compact personal AI supercomputer called Project DIGITS, powered by the company’s GB10 Grace Blackwell Superchip. According to Commercial Times and the Economic Daily News, TSMC plays a …

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