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Author Archives: TrendForce
[News] NVIDIA’s Blackwell Begins Sample Delivery, Boosting Taiwanese AI Supply Chain Demand
NVIDIA’s next-generation Blackwell architecture AI superchip is about to ship. According to a report from Commercial Times, on July 29 during the SIGGRAPH conference in Denver, USA, NVIDIA announced a series of software updates and revealed that samples of the …
Posted in Semiconductors
Tagged AI, Blackwell, Inventec, Nvidia, Quanta, Taiwan, Wiwynn
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[News] AMD’s Q2 Results Reveal Shift Towards AI Chips, Similar to NVIDIA’s Path
On July 30, AMD announced its second-quarter financial results (ending June 29), with profits exceeding Wall Street expectations. According to a report from TechNews, the most notable highlight is that nearly half of AMD’s sales now come from data center …
[News] Samsung Sees Solid Demand for 3nm in 2H24, Aiming a Ninefold Increase in AI/HPC Sales by 2028
In addition to the strong memory momentum which contributes to Samsung’s soaring profits in the second quarter, the tech giant’s progress on the foundry and chip business also attracts attention. According to its press release on July 31st, Samsung expects …
Posted in IC Design, IC Manufacturing, Package&Test, Semiconductors
Tagged 3nm, Exynos 2500, foundry, Samsung
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[Insights] Memory Spot Price Update: NAND Spot Prices Lacks Momentum due to Absent July Stocking Demand
According to TrendForce’s latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum last week. Spot prices of DDR4 and DDR5 products didn’t show significant fluctuations as the market has not seen a …
[News] Innolux Confirms Sale of Tainan Plant 4, with Micron & TSMC Reportedly in the Bidding Stage
After announcing the end of eight consecutive quarters of losses on July 30, according to a report from Economic Daily News, Innolux’s board of directors decided to authorize Chairman Jim Hung to handle real estate matters, confirming the rumors that …