Author Archives: TrendForce

[News] Taiwan’s Alchip Adjusts Chip Design for Chinese Automakers to Meet U.S. Standards

According to a report from Commercial Times, sources indicate that due to U.S. restrictions on AI computing power exports to China, the application for an ADAS (Advanced Driver Assistance System) chip by Taiwanese ASIC manufacturer Alchip was rejected. The ADAS …

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[News] 6.4 Magnitude Earthquake Hits Southern Taiwan, TSMC Evacuates Factories, Impact Under Review

A 6.4 magnitude earthquake struck southern Taiwan early Tuesday, at 12:17 a.m., raising concerns about its impact on foundry giant TSMC. According to Commercial Times, the Economic Daily News and Reuters, TSMC evacuated staff from its central and southern Taiwan …

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[News] Apple Reportedly to Launch Oxide LCD MacBook Air in 2027 Amid OLED Implementation Delays

According to a report from The Elec, Apple is planning to launch a MacBook Air with an oxide thin-film transistor (TFT) liquid crystal display (LCD) in 2027, while the plan of implementing OLED screens on the MacBook Air has been …

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[News] NVIDIA’s SEC Filing Highlights U.S. AI Diffusion Rule’s Impact on B200, GB200 with No Financial Warning

As the Biden administration brought hammer down on AI chip exports by introducing a three-tier system based on countries and companies, NVIDIA has voiced its disagreements on the regulations, calling it a “misguided AI diffusion rule. Notably, in a recent …

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[News] TSMC Reportedly Building Two More CoWoS Facilities, Debunking Order Cut Rumors

According to a report from Economic Daily News, TSMC plans to build two new CoWoS facilities at the Phase III site of Southern Taiwan Science Park (STSP), with an estimated investment exceeding NTD 200 billion. Construction at the STSP Phase …

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