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Author Archives: TrendForce
[News] NVIDIA’s Q3 Forecast Fails to Impress, while It Claims Blackwell to Bring Several Billion Dollars Revenue in Q4
AI chip NVIDIA provided financial guidance for the third quarter, estimating its quarterly revenue to reach USD 32.5 billion, with a fluctuation of plus or minus 2%. The figure, though beats market expectations in general, still falls short of the …
Posted in Artificial Intelligence, Emerging Technologies, IC Design, Semiconductors
Tagged Blackwell, Nvidia
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[News] Two Types of Semiconductors Go Viral with the Sweeping of “Black Myth: Wukong”
Recently, “Black Myth: Wukong” created by Chinese team was released and quickly became a smash hit among game players worldwide with its stunning graphics, rich gameplay, and unique storyline. Behind this game lies the application of several cutting-edge technologies, including …
[News] SK hynix Reportedly Plans to Implement Chiplet Technology in Memory Controllers within Three Years
As designing and manufacturing large monolithic ICs became more complex, related challenges regarding yield and cost have emerged for semiconductor companies, which boosts the popularity of chiplets. Now the wave has been spreading to the memory sector. According to a …
Posted in DRAM, IC Manufacturing, Package&Test, Semiconductors
Tagged chiplet, Samsung, SK Hynix, TSMC
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[News] NVIDIA’s Dominance Under Threat? Challengers Are Launching New Products to Compete
NVIDIA’s market leadership has garnered significant attention from other industry players. According to a report from Financial Times, several smaller companies, including Cerebras, d-Matrix, and Grog, have raised hundreds of millions of dollars and are launching new products, hoping to …
Posted in Semiconductors
Tagged AI, Cerebras, CUDA, d-Matrix, Grog, Nvidia, Softbank, TSMC
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[News] Japan’s Chip Equipment Sales Hit Record High This Year, with 23.6% YoY Growth in July
According to data released by the Semiconductor Equipment Association of Japan (SEAJ) on August 27th, Japan’s semiconductor manufacturing equipment sales continue to soar, with July sales up by about 20%, marking four consecutive months of double-digit growth. Sales from January …
Posted in Semiconductors, Telecommunications, Wafer Foundries
Tagged Japan, SEAJ, semiconductor, TEL
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