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Author Archives: TrendForce
[News] Trump’s Planned H20 Chip Curbs Reportedly Put on Hold after NVIDIA Pledges New AI Investments
Fueled by soaring demand for DeepSeek’s affordable AI models, NVIDIA’s H20 chip has become a sought-after asset in China—prompting concerns over possible new export curbs from the Trump administration. But in a surprising turn, the expected restrictions were put on …
[News] Preview of Key Topics ahead of TSMC’s Earnings Call: Intel JV, CoWoS Concerns, Tariff Threats and More
With TSMC’s earnings call coming up on April 17, all eyes are on the foundry giant as it is expected to address key issues in the chip industry amid Trump’s tariff threats and its own take on upcoming challenges. Here’s …
[News] EU Eyes Carbon Fiber Restrictions in Cars, Raising Alarm for Japanese Materials Industry
According to a report from MoneyDJ, citing Nikkei, the EU is reportedly considering a ban on carbon fiber used in the automotive sector. With Japanese firms like Toray holding over 50% of the global market, such restrictions could significantly impact …
Posted in Automotive Technologies, Emerging Technologies
Tagged automotive, EV, Japan
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[News] HBM3E Showdown: Samsung Reportedly Aims 8H Mass Supply in April; Micron 12H Wins on Heat Management
Amid uncertainty over Trump’s new tariffs, memory giants are charging ahead in the HBM3E race. According to South Korean outlets Sedaily and Sisa Journal, Samsung is targeting mass shipments of its 8-layer HBM3E to NVIDIA as early as April, while …
[News] NVIDIA Poised to Bypass U.S. Tariffs with 60% of AI Servers Reportedly Shipped from Mexico
According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports …