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Author Archives: TrendForce
[News] RS Technologies to Expand Monthly Capacity of Reclaimed Wafers as its Japanese Plant Fully Booked
According to a report from Nikkei on August 5, RS Technologies, a global giant in recycled wafers, has announced that due to increased orders, it will expand the monthly production capacity of its Japanese and Taiwanese plants to 580,000 wafers …
Posted in Semiconductors
Tagged China, Japan, Kumamoto, RS Technologies, Taiwan, TSMC
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[News] Samsung to Benefit from NVIDIA’s Reported Blackwell Delay as Tech Giants Turn to AMD
As AI giant NVIDIA is said to delay its upcoming Blackwell series chips for months, which are now expected to hit the market around early 2025, the related semiconductor supply chain is experiencing a reshuffle. According to a report by …
Posted in DRAM, Semiconductors
Tagged AMD, Blackwell, HBM3, HBM3e, Nvidia, Samsung, TSMC
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[News] Innolux Targets to Begin FOPLP Mass Production by Year-End
According to a report from Economic Daily News, Innolux President James Yang announced on August 5 that the company is advancing its semiconductor fan-out panel-level packaging (FOPLP) with three key processes, targeting to enter mass production as soon as year-end. The chip-first …
[News] Intel and NVIDIA’s New Platform Orders Rolling Out, TSMC Unaffected by Market Turbulence
According to a report from Commercial Times, despite ongoing turbulence in the semiconductor industry, including Intel’s capital expenditure cuts and reported bottlenecks in NVIDIA’s B-series GPU, TSMC’s leading position in the industry may remain unshaken. The sources cited in the report note that …
Posted in Semiconductors, Wafer Foundries
Tagged 3nm, Blackwell, CoWoS, H100, Intel, Nvidia, TSMC
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[News] Contrasting with Manufacturing, U.S. July Services PMI Rebounds into Expansion
The Institute for Supply Management (ISM) released its July Services PMI report on August 6th, revealing that the Services PMI rose from 48.8 in the previous month to 51.6, surpassing market expectations of 51.0. The expansion was driven by 10 …