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Author Archives: TrendForce
[News] Sony and Kioxia Reportedly Plan Additional Investments in Chip Foundry Rapidus
Japanese government-backed foundry Rapidus aims to begin mass production of 2nm chips by 2027. According to a MoneyDJ report, existing shareholders like Sony and NAND Flash giant Kioxia are reportedly considering additional investments to support the company’s funding needs. The …
[News] Taiwan’s PSMC Denies Rumors that Financial Troubles Caused the End of Partnership with Japan’s SBI
In August, 2023, PSMC announced its partnership with Japan’s SBI to construct a chipmaking plant in Japan. However, the plan has been halted last Friday, with reports indicating that PSMC’s deteriorating financial performance may be the reason. However, the Taiwan chipmaker refuted …
[News] Key Focus This Week: Monitoring for Signs of Deterioration in the U.S. Labor Market
Last week, the People’s Bank of China introduced significant easing measures targeting interest rates, the real estate market, and the stock market, leading to a nearly 16% rebound in the CSI 300 Index from its low. Meanwhile, although the S&P …
Posted in Macroeconomics
Tagged China, NMI, Nonfarm Payroll, PMI, unemployment rate, United States
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[News] China Reportedly Advises Local Companies to Avoid NVIDIA’s H20, Benefiting Huawei and Cambricon
Rumors have been circulating that NVIDIA has stopped taking orders for its H20 chips customized for China since August. Now, according to the latest report by Bloomberg, regulators in China have been advising companies against buying H20, as part of …
Posted in Artificial Intelligence, Emerging Technologies, IC Design, Semiconductors
Tagged Cambricon Technologies, China, H20, Huawei, Nvidia
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[News] Weak Demand Drags Down Semiconductor Mature Process Pricing, May Decline for Two Quarters
Taiwanese semiconductor foundries are facing price pressure in mature process as demand remains sluggish, according to a report from the Economic Daily News. Sources indicate that local foundries are offering discounts on mature process orders in Q4, marking a shift …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged mature process, PSMC, UMC, VIS
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