Author Archives: TrendForce

[News] TSMC to Build 10 Global Facilities in 2025, Boosting Capex Nearing Historical High

According to a report in Economic Daily News, TSMC is accelerating its global expansion due to geopolitical factors, with ten ongoing or newly launched construction projects by 2025. This ambitious plan sets a new record for the company and marks a …

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[News] NVIDIA’s Blackwell GPUs Reportedly Overheat in Server Racks, Sparking Delay Concerns

Is NVIDIA facing another hitch before Blackwell GPUs officially hit the market? Following the yield issues a couple of month ago, the AI giant’s Blackwell processors are reportedly encountering overheating problems when installed in high-capacity server racks, according to a …

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[News] Japan, EU, Korea Invest Billions in Semiconductor Chips

According to data from the Semiconductor Industry Association (SIA), global semiconductor sales in Q3 2024 increased by 23.2% year-over-year and 10.7% quarter-over-quarter. This year, fields such as AI, big data, and new energy vehicles have driven rapid growth in the …

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[News] SK hynix Sees U.S. Revenue Reach 64%, as China’s Contribution Fading

Unlike semiconductor equipment makers such as ASML, which are highly exposed to the fluctuation in China, SK hynix’s outlook seems to be promising thanks to the strong HBM demand from U.S. According to its quarterly report released on November 15th, …

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[News] Japan’s Rapidus to Receive First EUV in mid-December, with ASML Planning Service Center Nearby

According to a report from MoneyDJ, citing Nikkei, the EUV lithography equipment ordered by Rapidus is expected to arrive at New Chitose Airport in mid-December. The machine will be transported using multiple large cargo planes. This will mark the first …

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