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Author Archives: TrendForce
[News] Tesla Reportedly Asks Suppliers to Avoid China, Taiwan as Early as 2025 in Case of Geopolitical Risks
Due to escalating geopolitical risks, Tesla is reportedly requesting its suppliers to begin manufacturing components and parts outside of China and Taiwan as early as 2025. According to a report from Nikkei News on May 23rd, citing sources from the …
Posted in Automotive Technologies, Emerging Technologies, Semiconductors
Tagged China, Ford, General Motors, Taiwan, Tesla, US
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[News] TSMC’s Nanjing Plant Reportedly Pushes for Indefinite Exemption From US Before the May 31 Deadline
In October 2022, the U.S. imposed a new wave of chip controls on China, but TSMC ultimately received an extension of its exemption permit from the U.S. Department of Commerce for one year. This exemption is set to expire on …
[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 …