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Author Archives: TrendForce
[News] OpenAI Reportedly Expected to Gather with Samsung and SK Group for Deepened Chip Collaboration
Sam Altman, the CEO of OpenAI, the developer of the ChatGPT, is reportedly expected to visit Korea on January 26th. Altman may hold meetings with top executives from Samsung Electronics and SK Group to strengthen their collaboration on High-Bandwidth Memory …
[News] New Focus in the US-China Tech War! Can China Overtake with Silicon Photonics?
The Center for Strategic and International Studies (CSIS) in the United States published a new article on the January 12th, 2024, suggesting that the new battleground in the US-China tech war could be silicon photonics technology. This technology aims to …
[New] The Reality of Micro LED Unveiled – Infinite Opportunities, Yet Initial Capacity Demand Remains Low
Ennostar, a Taiwanese group focusing on the R&D and manufacturing of Micro LED, LED and compound semiconductor, has announced on January 19th a NTD 670 million (roughly USD 21.36 million) sale of the planned Micro LED production facility in Zhunan, Taiwan. …
[News] Subsidies from the U.S. Legislation “NAPMP” Potentially Expected to Cover IC Substrates
The U.S. Department of Commerce has initiated the “National Advanced Packaging Manufacturing Program (NAPMP) ,” with materials and substrates being the first subsidized areas. Due to the close collaboration between IC testing and IC substrates, it is not ruled out …
[News] China’s Chip Equipment Imports Surge 14% to Nearly USD 40 Billion in 2023
As companies increased their investments in 2023, the Chinese semiconductor industry actively expanded, leading to a substantial increase in the import volume of China’s chip manufacturing equipment. According to Bloomberg’s report citing official Chinese customs data, the import value of …