Author Archives: TrendForce

[Insights] Apple Watch Faces Allegations of Blood Oxygen Monitoring Patent Infringement, Resolution or Redesign Incurs Substantial Costs

In late December 2023, Apple faced sales suspension of certain Apple Watch models in the United States due to concerns over patent infringement with Masimo’s blood oxygen detection technology. Despite Apple’s appeal for reinstatement, regulatory authorities will review updated designs …

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[News] NVIDIA and AMD Clash in AI Chip Market, as TSMC Dominates Orders with Strong Momentum in Advanced Processes

In the intense battle of AI chips between NVIDIA and AMD this year, AMD’s MI300 has entered mass production and shipment 1H24, gaining positive adoption from clients. In response, NVIDIA is gearing up to launch upgraded AI chips. TSMC emerges …

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[News] Intel Secures First High-NA EUV Equipment, Threatening TSMC’s Position?

Intel recently announced that it has acquired the market’s first ASML Extreme Ultraviolet (EUV) exposure equipment with a 0.55 Numerical Aperture (High-NA), aiming to advance its chip manufacturing technology in the coming years. In contrast, TSMC appears to be taking …

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[News] Cooling Response to NVIDIA’s Exclusive Chips for China, Lack of Interest in Downgraded Models by Customers

In order to comply with new regulations on the export of chips to the United States, NVIDIA has been consistently releasing AI chips and graphics cards tailored for the Chinese market. However, according to sources cited by The Wall Street …

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[Insights] The Panel Prices Entering Early January: Potential Price Increase for TV Panels, while Declines Expected in NB and MNT Panels

TrendForce discloses the latest panel prices for early January, with details as follows. TV Entering the first quarter of 2024, despite the onset of a demand downturn, panel manufacturers are persistently implementing large-scale production cuts and maintenance plans, aiming to …

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