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Author Archives: TrendForce
[News] Rapidus, the First 2nm Client, to Manufacture AI Chips for Tenstorrent
Rapidus, a foundry company established through Japanese government-industry collaboration, aims to mass-produce 2-nanometer chips by 2027. According to Rapidus, Canadian artificial intelligence (AI) chip startup Tenstorrent is set to become Rapidus’ 2nm client. On February 27th, Rapidus announced a collaboration …
[News] NVIDIA’s China-Exclusive H20 to Begin Pre-sales Next Month
NVIDIA, the global leader in artificial intelligence (AI) chips, is set to commence pre-orders for its AI chip H20 specially designed for the Chinese market by the end of March this year in response to US export bans, according to …
[News] NVIDIA’s H100 AI Chip No Longer Out of Reach, Inventory Pressure Reportedly Forces Customers to Resell
The previously elusive NVIDIA data center GPU, H100, has seen a noticeable reduction in delivery lead times amid improved market supply conditions, as per a report from Tom’s Hardware. As a result, customers who previously purchased large quantities of H100 chips are …
[News] Micron Begins Mass Production of HBM3e for NVIDIA’s H200
The U.S. memory giant Micron Technology has started the mass production of high-bandwidth memory “HBM3e,” which will be utilized in NVIDIA’s latest AI chips. Micron stated on February 26th that HBM3e consumes 30% less power than its competitors, meeting the demands of …
[News] India Enters Chip War with USD 21 Billion Semiconductor Investment Proposals
According to a report from Bloomberg, sources reveal that Israeli firm Tower Semiconductor has proposed a USD 9 billion investment to establish a plant, while India’s Tata Group has proposed an USD 8 billion fab. Sources further indicate that both …