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Author Archives: TrendForce
[News] Samsung Likely Emerges as the Pacemaker for the AI Market if It Secures HBM3e Supply to NVIDIA
Samsung Electronics, which has been struggling at the final stage of its HBM3e qualification with NVIDIA, may unexpectedly emerge as the pacemaker for the AI ecosystem, as the company may somehow ease the cost pressure for building AI servers by …
[News] U.S. CPI Slows to 2.9% in July, Marking the Smallest Increase Since March 2021
The U.S. Bureau of Labor Statistics released the CPI data on August 14th, showing a year-over-year increase of 2.9% in July, slightly below the data in the previous month and market expectations of 3.0%. The core CPI, which excludes food …
[News] Intel Has Offloaded Stake in ARM, Reportedly Raising nearly USD 150 Million
After announcing reductions in capital expenditures, massive layoffs, and the suspension of dividends, according to a report from Reuters, Intel is focusing on increasing its cash reserves to sustain company operations. The same report also indicates that Intel has sold off its …
[Insights] Memory Spot Price Update: NAND Prices for Package Dies and Wafers Dropped Slightly due to Slow Transactions
According to TrendForce’s latest memory spot price trend report, regarding DRAM spot prices, demand has yet to show improvement, leading to increased inventory pressure on suppliers, which indicates the potential for larger price drops in the future. As for NAND …
[News] Huawei Rumored to Launch New High-End AI Chip, Potentially Rivaling NVIDIA’s H100
According to a report from The Wall Street Journal citing sources on August 13th, it’s revealed that Chinese internet companies and telecom operators have been testing Huawei’s latest processor, the “Ascend 910C,” in recent weeks. Reportedly, Huawei has informed potential …