Author Archives: TrendForce

[News] Dell Taiwan Highlights Significant Improvement in GPU Supply Times

The GPU shortage issue has reportedly been alleviated. Per a report from Economic Daily News, it has led to a significant improvement in delivery times for major server brands like Dell. Delivery times have decreased from 40 weeks at the end …

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[News] The US Administration Rumored to Announce USD 7 Billion Grant for Samsung to Boost Chip Capacity

Following grants to Intel and TSMC, the US administration reportedly plans to announce next week a USD 6 to 7 billion subsidy to Samsung for constructing a semiconductor fab in Taylor, Texas, aimed at increasing chip production capacity. According to sources cited …

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[News] Western Digital Customer Letter Confirms HDD Supply Shortage! NAND Flash and Hard Drive Prices Continue to Rise

The demand for large-capacity HDD products driven by the artificial intelligence market has caused overall HDD prices to surge. According to the latest updates, American memory giant Western Digital confirmed for the first time on April 8th that there is …

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[News] Rumors of Selling Indian iPhone Assembly Plant? Pegatron Denies Media Speculation

Earlier, Reuters reported that contract manufacturer Pegatron was in talks to sell its sole iPhone assembly plant in India to Tata Group, and discussions were in advanced stages. Regarding this matter, Pegatron told CNA reporters that this report was speculative …

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[News] AI Market Growth Rescues HDD, Driving Half-Year Price Surge of 20%

The surge in demand from the artificial intelligence (AI) market has sparked a substantial need for data storage. Coupled with HDD manufacturers reducing supply due to market conditions last year, the shortage of high-capacity HDDs since the second half of …

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