Author Archives: TrendForce

[News] Competing with TSMC? Samsung Foundry Follows Price Cuts, Offering Discounts Up to 15%

With the semiconductor market facing uncertainties and limited signs of industry recovery in the first half of 2024, foundries in China, Taiwan, and South Korea are all implementing price reductions to secure orders and solidify customer relationships. According to TechNews …

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[News] NVIDIA’s China-exclusive Chip H20 to Begin Production in Q2 by Wistron

In October of 2023, the U.S. government expanded its restrictions on chip exports, limiting NVIDIA from exporting certain chips to China without prior permission. Despite this, NVIDIA is not expected to relinquish the Chinese market and may commence production of the …

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[News] Chinese Supply Chain Reports Vision Pro to Launch on January 27

During last year’s WWDC conference, Apple unveiled its first-ever head-mounted display product, the Vision Pro. At that time, the official statement mentioned a scheduled market release in early 2024, prompting speculation about the precise launch date of Vision Pro. According …

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[News] Rumors Suggest TSMC’s Third Plant in Japan Likely to Be Located in Yokohama or Osaka

In 2024, TSMC’s global expansion continues at full throttle, with industry reports suggesting a significant breakthrough in the establishment of a 3-nanometer advanced process manufacturing facility in Japan. Osaka is considered the most likely location for TSMC’s third plant in …

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[News] AMD Eyes CoWoS-like Supply for AI Chips with TSMC Full Capacity

TSMC operates at full capacity, AMD aims for AI chips reportedly seeks CoWoS-like supply chain. In 2023, NVIDIA led the global AI chip development, and in 2024, the global demand for AI chips is expected to continue to surge due …

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