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Author Archives: TrendForce
[News] No Demand Lull? NVIDIA Reportedly Points Out Hopper Will Remain in Short Supply for Some Time
The market was originally concerned that NVIDIA might face a demand lull during the transition from its Hopper series GPUs to the Blackwell series. However, the company executives clearly stated during the latest financial report release that this is not the …
Posted in Consumer Electronics, Semiconductors
Tagged Blackwell, H100, Hopper, Nvidia
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[News] IMEC Spearheads the Construction of Sub-2nm Pilot Line Project with a Fund of EUR 2.5 Billion
Belgium-based IMEC Microelectronics Research Center has announced the leading role in establishing the NanoIC pilot line project, for which it has received a total of EUR 2.5 billion from public and corporate donations. As one of the four advanced semiconductor …
[News] China Pushes Local Semiconductor Supply Chain, Taiwanese Companies Reportedly See Limited Impact
Sources have revealed that major Chinese chip manufacturers such as SMIC (Semiconductor Manufacturing International Corporation) and CXMT (ChangXin Memory Technologies) are striving to localize the supply of critical chip materials and chemicals. This move is expected to counteract U.S. export …
[Insights] Memory Spot Price Update: DRAM Price Down Again Due to Chip Supply Increase Led By Samsung
According to TrendForce’s latest memory spot price trend report, sellers, in particular Samsung, have increased the chip supply, therefore pushing DRAM prices downward, while DDR4 products suffer from higher inventory. Regarding NAND Flash prices, the retail market is less willing …
Posted in DRAM, NAND Flash, Semiconductors
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[News] Micron Slightly Raises Capital Expenditure for 2024, HBM Expected to Further Drive Revenue Growth in 2025
Micron Technology Inc., the American memory giant, has slightly increased its capital expenditure for this year (2024) and has not updated its financial forecasts for the second quarter (March to May). According to reports from Reuters, Investing.com, and other global news outlets, …