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Author Archives: TrendForce
[News] Samsung Leadership Change, Young Hyun Jun to Head Device Solutions Division
On May 21st, Samsung Electronics announced that Young Hyun Jun will take over as the head of the Device Solutions (DS) division, replacing the current leader, Kyung Kye-Hyun, who will now lead the Samsung Advanced Institute of Technology (SAIT) and …
[News] HBM Boom May Lead to DRAM Shortages in the Second Half of the Year
Memory giants Samsung, SK Hynix, and Micron are all actively investing in high-bandwidth memory (HBM) production. Industry sources cited in a report from Commercial Times indicate that due to capacity crowding effects, DRAM products may face shortages in the second …
[News] Samsung Reportedly Doing Its Utmost to Win 3nm GPU Orders from NVIDIA
According to reports from Korean news outlet FN News and Wccftech, aiming to win back NVDIA as a major customer, Samsung has made it a priority to secure chip order from the GPU heavyweight this year. To achieve this, Samsung …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged Nvidia, Samsung, TSMC
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[News] AI Company Astera Labs Expands in Taiwan, Local ODMs Expected to Benefit
Astera Labs, a leading provider of AI server connectivity solutions, has announced that it will gather Taiwanese manufacturers to establish its first Cloud-Scale Interop Lab outside of Silicon Valley in Taiwan. According to a report from Commercial Times, the company …
Posted in Semiconductors
Tagged Astera Labs, Foxconn, Inventec, Quanta, Taiwan, Wistron, Wiwynn
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[News] NAND Flash Market Competition Intensifies, as SK Hynix, Samsung Strive to Meet AI Demand
As AI-related semiconductors has been driving the demand of High Bandwidth Memory (HBM), the NAND flash market now also feels the vibe. According to industry sources cited by Business Korea, the NAND Flash market competition is intensifying, while memory giants …