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Author Archives: TrendForce
[News] Intel Foundry Unveils its Expanded Process Roadmap for AI Era at Direct Connect 2024 Event
On February 21st, Intel Foundry Direct Connect 2024 took place in San Jose, USA. During the conference, Intel announced the launch of Intel Foundry, a system-level foundry tailored for the AI era. They unveiled seven new process nodes beyond 2024, …
[News] NVIDIA Reports Record-Breaking 265% Revenue Growth in Latest Financial Report
NVIDIA, a global AI chip giant, has released its financial report on February 21st, surpassing profit and sales expectations with a remarkable 265% revenue growth, marking a historic high. Moreover, the company anticipates revenue for the current quarter to exceed …
[News] First Quarter Market Outlook Affected by Off-Season Effects, Three Foundries Discuss Industry Conditions
Foundry is a crucial sector in the semiconductor industry and a focal point of attention for many professionals in the industry. Recently, three foundries have released their outlook for the first half of 2024, all indicating a cautious outlook for …
[News] Hurdles in Acquiring NVIDIA’s High-End Products: Assessing the Progress of Eight Chinese AI Chip Companies in Self-Development
Under the formidable impetus of AI, global enterprises are vigorously strategizing for AI chip development, and China is no exception. Who are the prominent AI chip manufacturers in China presently? How do they compare with industry giants like NVIDIA, and …
[News] Breaking Away from NVIDIA Dependency, Microsoft Reportedly Developing In-House AI Server High-Speed Network Card
Microsoft is reportedly developing a customized network card for AI servers, as per sources cited by global media The Information. This card is expected to enhance the performance of its in-house AI chip Azure Maia 100 while reducing dependency on NVIDIA …