Author Archives: TrendForce

[News] NVIDIA and AMD Logistics Centers Settling in Taiwan, Ready for 5G and AI Domains

According to ChinaTimes’s report, following Taiwan’s implementation of strict control on 22 core key technologies, several Taiwanese lawmakers are urging the country’s Ministry of Economic Affairs to also consider “mild control” for the export of mature semiconductor process equipment and …

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[News] Nvidia CEO Visits Vietnam, Plans to Establish Chip R&D Base

Nvidia CEO Jensen Huang announced on the 11th the company’s intention to deepen collaboration with high-tech companies in Vietnam, with a focus on fostering local expertise in AI and digital infrastructure development. Huang revealed plans to establish a chip center …

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[News] Samsung’s Discount Strategy Challenges TSMC as the Battle for 2nm Orders Heats Up

Both TSMC and Samsung plan to start production on the 2nm process in 2025, triggering an early battle for related orders. According to sources reported by the Financial Times (FT), Qualcomm intends to shift production of its next-generation high-end mobile …

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[News] Three Factors Hints Advanced Packaging Capacity Shortage May End Early

The shortage of advanced packaging production capacity is anticipated to end earlier than expected. Industry suggests that Samsung’s inclusion in providing HBM3 production capacity has led to an increased supply of memory essential for advanced packaging. Coupled with TSMC’s strategy …

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[News] After Memory Price Hike, Shortages Emerge in Some Products?

According to Economic Daily News’ report, after a prolonged period of economy downturn, the market has gradually become optimistic about memories. The effective production reduction by the top five memory manufacturers has led to an increase in memory prices. This, in …

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