Author Archives: TrendForce

[News] Foxconn Capitalizes on AI Opportunities? Reportedly Looking at Apple’s AI Server Market, B200 Also Poised to Succeed

As per a report from TechNews, Apple’s pivot into AI, abandoning its “Project Titan” for electric cars, signals a shift towards Generative AI. The report further cites sources indicate that Foxconn may provide AI servers to Apple and is currently …

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[News] HBM Manufacturers Encounter Challenges in NVIDIA Quality Tests, Raising Concerns over Yield and Production

The surge in demand for NVIDIA’s AI processors has made High Bandwidth Memory (HBM) a key product that memory giants are eager to develop. However, according to South Korean media DealSite cited by Wccftech on March 4th, the complex architecture of …

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[Insights] Memory Spot Price Update: Weak Demand Limits NAND Price Increase

DRAM Spot Market: In the spot market, the demand momentum has not been strong enough to push up prices further since the end of the Lunar New Year holiday. Hence, the overall transaction volume remains low. Demand is tepid for …

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[News] Sony Reportedly Increases CIS Orders at TSMC’s Kumamoto Plant

According to the Economic Daily News, the AI wave is ushering in a demand for updated specifications in CMOS Image Sensors (CIS), with the global CIS leader, Sony Corporation, aggressively positioning itself to take advantage of this trend. As part …

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[News] PSMC Assists Tata in Fab Establishment through Technology Transfer

According to TechNews, Taiwan’s semiconductor foundry, PSMC (Powerchip Semiconductor Manufacturing Corporation) recently announced its collaboration with Tata Electronics in India to establish the country’s first 12-inch wafer fabrication plant in Dholera, Gujarat. In an interview on the 4th, Chairman Frank …

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