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Author Archives: TrendForce
[News] NVIDIA’s Blackwell Overcomes Delays, as GB200 Reportedly Sets for December Mass Production
According to a report from Commercial Times citing sources, it’s revealed that NVIDIA has executed changes to the Blackwell series’ 6-layer GPU mask. Therefore, the process can now proceed without re-taping out, as production delays being minimized. The report noted that NVIDIA’s updated version of B200 is expected to …
Posted in Artificial Intelligence, Emerging Technologies, Semiconductors
Tagged AI, Blackwell, CoWoS, GB200, Nvidia, TSMC
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[News] Micron’s 12-Hi HBM3e Ready for Production, Targeting NVIDIA’s H200 and B100/ B200 GPUs
After its 8-Hi HBM3e entered mass production in February, Micron officially introduced the 12-Hi HBM3e memory stacks on Monday, which features a 36 GB capacity, according to a report by Tom’s Hardware. The new products are designed for cutting-edge processors …
Posted in DRAM, Semiconductors
Tagged H200, HBM3e, Micron, Nvidia, Samsung, SK Hynix
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[News] TSMC Strengthens Its Advanced Process with Next-Generation EUV Equipment Reportedly Arriving This Month
According to a report by the Economic Daily News, TSMC’s first high numerical aperture extreme ultraviolet lithography (High-NA EUV) equipment will arrive this month, aiding the company in progressing its advanced process technology. Regarding these rumors, ASML stated on September 9 …
Posted in Semiconductors, Wafer Foundries
Tagged ASML, EUV, High-NA EUV, memory, TSMC
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[News] China’s CPI Rises Again in August, but Deflationary Pressures Intensify
China’s CPI recorded positive growth for the seventh consecutive month, rising by 0.6% year-on-year in August, up from 0.5% in the previous month, as reported by the National Bureau of Statistics on September 9. However, the CPI is still below market expectations of 0.7%. …
[News] China’s Core AI Industry Achieved a Market Size of Nearly CNY 600 Billion
Recently, the 54th “Statistical Report on China’s Internet Development” was released. In the first half of the year, generative artificial intelligence (AI) continued to be a global technology hotspot, and China’s AI industry has gradually entered a period of fast …
Posted in Artificial Intelligence, Emerging Technologies
Tagged AI, China, semiconductor
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