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Author Archives: TrendForce
[News] Micron Plans HBM4 Mass Production in 2026, Customized HBM4E to Launch in 2027-2028
A report from TechNews, citing Tom’s Hardware, indicates that in response to the rapidly growing demand driven by AI, SK hynix, Samsung, and Micron are all accelerating the development of HBM products, and recently Micron has revealed plans for its HBM4 …
[News] ASML CEO Christophe Fouquet: U.S. EUV Export Ban Causes China’s Chip-Making to Lag by 10-15 Years
According to Liberty Times, ASML President and CEO Christophe Fouquet discussed geopolitical issues in the semiconductor industry and China lagging behind the West in chip manufacturing during an interview with the Dutch media outlet NRC. Regarding the U.S.’s ongoing restrictions on China’s …
[News] Foxconn Reportedly Secures the Lion’s Share for NVIDIA’s GB300, with New Products Set to Debut in 1H25
As NVIDIA is gradually ramping up AI servers based on the B200 and GB200 platforms, the U.S. chip giant is expected to unveil its next-gen GB300 AI server product line at the GTC conference in March, 2025. According to a …
Posted in Artificial Intelligence, Emerging Technologies, Semiconductors, server
Tagged Blackwell, Foxconn, GB200, GB300, Nvidia
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[News] Semiconductor Silicon Wafer and Silicon Carbide Giants Build New Plants!
GlobalWafers Secures $406 Million Subsidy for Expanding Advanced 12-Inch Silicon Wafer Production On December 18, GlobalWafers, a leading semiconductor silicon wafer manufacturer, announced that its U.S. subsidiaries, GlobalWafers America (GWA) and MEMC LLC (MEMC), have received direct subsidies of up …
[News] U.S. and Australia Seek Countermeasures, Impact of China’s Critical Material Ban Expected to Wane in the Long Run
China has taken steps to assert state ownership over its rare earth materials necessary for semiconductor production by enacting a regulation that came into effect on October 1st. Also, the country’s Ministry of Commerce announced on December 3rd that the …