Author Archives: TrendForce

[News] TSMC and PSMC Face Dilemma as Overseas Foundry Costs Skyrocket 2.5 to 4 Times

Various countries are actively developing their semiconductor industries, with Taiwan’s semiconductor foundries, including TSMC, UMC, and PSMC, becoming prime targets for local manufacturing facilities. TSMC has established plants in the United States, Germany, and Japan, while PSMC, in addition to …

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[News] Market Rumors Suggest Apple Vision Pro Stock Limited to 60-80K Units, Expected to Quickly Sell Out Post-Launch

Apple CEO Tim Cook recently made the official announcement that the company’s inaugural spatial computing product, Vision Pro, is set to go on sale on February 2nd in the United States. According to a report by TechNews, due to the …

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[News] Memory Giants Plan DDR5, HBM Expansion; No Immediate Impact on Taiwanese DDR4 Pricing

The recovery of the memory industry is evident, with Taiwanese companies such as Macronix, Nanya Technology, and Transcend all showing month-on-month revenue growth in December last year. Additionally, contract prices for DRAM and NAND Flash are expected to continue rising …

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[News] Chinese Companies Reportedly Disassembling NVIDIA Gaming Cards for AI Development

After the U.S. authorities strengthens export restrictions on high-end processors, reports have emerged that Chinese companies are actively changing the purpose of PC gaming chips and utilizing them for the development of AI tools. According to a report from the …

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[News] Showcasing Strength with Apple and Sony? Samsung Has Presented its first 1.03-inch RGB OLEDoS Display

Samsung Display has unveiled the RGB version of Micro OLED (OLEDoS) for the first time at CES 2024, presenting the industry’s reportedly highest-resolution RGB OLEDoS display screen. As per Samsung Display’s news release, Samsung Display has indicated that Micro OLED …

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