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Author Archives: TrendForce
[Insights] Spot Market Update: Shrinking Transaction Volume of DRAM; Negotiation Space Emerges in NAND Flash
According to the latest memory spot price trends released by TrendForce, overall DRAM spot market demand has not further heated up, and transaction volume has further shrunk. NAND Flash, affected by pessimistic demand, is experiencing a lack of enthusiasm in …
[News] China Reportedly Acquires Nvidia AI Chips Indirectly; Nvidia, Gigabyte Emphasize Compliance with U.S. Regulations
According to a Reuters, despite the U.S. expanding export controls on advanced artificial intelligence (AI) chips to China last year, Chinese universities and research institutions have recently acquired high-end AI chips from Nvidia through distributors. Reviewing hundreds of bidding documents, …
Posted in Artificial Intelligence, Emerging Technologies, IC Design, Semiconductors, server
Tagged Nvidia, Supermicro
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[News] Amid Foundry Overcapacity, Competition for HBM Intensifies Rapidly
As AI semiconductor competition intensifies, the wafer foundry industry faces new challenges due to stagnant demand and excess capacity. The battle for dominance in the high-bandwidth memory (HBM) market is also escalating. According to Business Korea, Samsung has extended the …
[News] 12-Inch Wafer Capacity Construction Going Full Steam
Recently, according to sources from an official platform of Shanghai Construction No.4 (Group), Huahong Group has topped out the main building of FAB9 of the Huahong Manufacturing (Wuxi) project. This is reportedly the second phase project with a total construction area …
Posted in Semiconductors
Tagged 12-inch capacity, China, PSMC, Renesas, semiconductor, TSMC, UMC
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[News] Apple’s AI Development Sparks Rumor – Large Language Models Without Cloud Dependency?
As the Apple Worldwide Developers Conference (WWDC) in June approaches, recent rumors about Apple’s AI research have resurfaced. According to reports from MacRumors and Tom’s Guide, Apple is reportedly developing a large language model (LLM) comparable to ChatGPT that can run directly …