Author Archives: TrendForce

[News] Intel’s Plant Delay Casts Doubt on German Economy, with Chances of Proceeding Estimated at No More than 50%

Posted on 2024-09-20 by TrendForce

By announcing a two-year delay in its plan to build chip factories worth €30 billion (USD 33 billion) in Magdeburg, Intel seems to find a way to temporarily alleviate its financial burden. However, a report by German media outlet DW …

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Posted in IC Manufacturing, Package&Test, Semiconductors | Tagged , | Leave a comment

[News] NAND Flash: Embracing a New Development Phase

Posted on 2024-09-20 by TrendForce

In 2024, the storage market is experiencing dynamic changes, with many positive developments, including rising contract prices, significant revenue growth for manufacturers, and multiple breakthroughs in technology. Amid this, major storage companies are gearing up for new challenges, especially as …

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Posted in DRAM, NAND Flash, Semiconductors | Tagged , , , | Leave a comment

[News] Morgan Stanley Predicts ‘DRAM Winter,’ But TrendForce Remains Less Pessimistic

Posted on 2024-09-19 by TrendForce

According to a recent report from BusinessKorea, Morgan Stanley published its “Winter Looms” analysis, following last month’s “Prepare for the Peak,” which warned of an AI bubble. The report continues to take a bearish view on Korean memory chipmakers, citing …

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[New] Seven Chinese Chip Design Companies You Need to Know—All Aiming to Replace Nvidia

Posted on 2024-09-19 by TrendForce

As the U.S. and its allies continue to impose technology restrictions on China’s semiconductor sector, Beijing has accelerated its efforts to develop homegrown alternatives. Chinese firms are aggressively pursuing advanced AI chip development, aiming to rival Nvidia, the global leader …

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Posted in Artificial Intelligence, Emerging Technologies, IC Design, Semiconductors | Tagged , , , , , , | Leave a comment

[News] Intel Moves Integrated Photonics Solutions to Data Center AI Division as Part of Restructuring Plan

Posted on 2024-09-19 by TrendForce

While all eyes are on Intel’s restructuring plan, which features the foundry unit’s spin-off and the delay of Germany and Poland factories, there is another critical decision regarding its photonics business. According to Intel’s announcement, the tech giant is moving …

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Posted in Artificial Intelligence, Emerging Technologies, IC Design, Semiconductors | Tagged , | Leave a comment