Author Archives: TrendForce

[News] Expert Insights on NVIDIA’s AI Chip Strategy – Downgraded Version Targeted for China, High-End Versions Aimed Overseas

NVIDIA CEO Jensen Huang has reportedly gone to Taiwan once again, with reports suggesting a recent visit to China. Industry sources believe NVIDIA is planning to introduce downgraded AI chips to bypass U.S. restrictions on exporting high-end chips to China. Huang’s …

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[Insights] Late January TV Panel: 32-Inch Leads USD 1 Increase, Signaling Stabilization

According to the latest panel prices released by TrendForce in late January, panel manufacturers continue to implement large-scale production cuts and maintenance plans. Additionally, the shortage of upstream materials for polarizers is affecting the panel prices. 32-inch TV panel prices …

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[News] Six Companies, Including BYD and CATL, are Included in the U.S. Procurement Ban List

The U.S. lawmakers is reportedly attempting to further drive the “decoupling” of the Pentagon’s supply chain from China. According to sources cited by Bloomberg, the U.S. Congress has prohibited the Pentagon from procuring batteries produced by six Chinese companies, including …

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[News] TSMC Accelerates Deployment of 1nm Process, New Fab Likely to Settle in Southern Taiwan

TSMC’s trillion-dollar investment plan for a 1nm fab is reportedly set to be established in the science park in Taibao City, Chiayi County, Taiwan. This follows TSMC’s recent announcement of the construction of its third 2nm fab in Kaohsiung, marking …

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[News] Samsung Reportedly Trials 2nd Gen 3nm Chips, Aims for 60%+ Yield

According to industry sources cited by South Korean media The Chosun Daily, Samsung has commenced the production of prototypes for its second-generation 3nm process and is testing the chip’s performance and reliability. The goal is to achieve a yield rate …

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