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Author Archives: TrendForce
[News] Uncashed Checks of the Struggling Giant: Intel’s Unfulfilled Expansion Plans in a Nutshell
Grappling with a series of operational challenges, Intel has been weighing options to stem losses, with cost reduction being one of its major focus. Under this scenario, the decisions the semiconductor giant has made include slashing 15% of its workforce …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged Arizona, Germany, Intel, Malaysia, Ohio
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[News] iPhone 16 “Supercycle” in Doubt? Concerns Rise Over Slow Rollout with its AI Platform
Apple is set to unveil the highly anticipated iPhone 16 on September 9, with many expecting that the AI platform “Apple Intelligence” will spark a supercycle in iPhone 16 sales. However, Bloomberg suggests that the slow rollout of Apple Intelligence may make …
Posted in Consumer Electronics, Smartphones
Tagged Apple, Apple Intelligence, China, Europe, iPhone 16, smartphone
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[News] China Bypasses Restrictions to Acquire NVIDIA Chips, with Cloud Service Costs Even Lower Than in the U.S.
Despite U.S. export controls aimed at preventing Chinese companies from acquiring advanced AI chips, small cloud service providers in China have reportedly found ways to obtain NVIDIA’s A100 and H100 chips. The cost of renting cloud services in China is …
Posted in Semiconductors
Tagged A100, China, H100, Nvidia, Supermicro, US, US sanction
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[News] Showing Positive Progress, TSMC’s Arizona Fab Reportedly Reaches Production Yields on Par with Taiwan
As per a report from Bloomberg citing sources, it’s pointed out that TSMC’s first US fab in Arizona began producing engineering wafers using the 4nm process in April, with yields reportedly comparable to those manufactured in its Southern Taiwan Science Park facility, …
[News] Intel Reportedly Outsources All Sub-3nm Process Production to TSMC
Intel has outsourced the production of its Lunar Lake processors to TSMC. According to a report from Commercial Times, due to recent setbacks in Intel’s wafer foundry business, the company has decided to outsource all sub-3nm process manufacturing to TSMC. …
Posted in Semiconductors, Wafer Foundries
Tagged AMD, Broadcom, Intel, Lunar Lake, TSMC, wafer foundry
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