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Author Archives: TrendForce
[News] Decipher TSMC in Key Figures: Some Facts Needed to be Known
Recent comments from former U.S. President Donald Trump on protection fees have hit semiconductor stocks hard and brought TSMC back into the spotlight for investors. As per a report from Barron’s, it’s suggested that America’s stance towards Taiwan is not …
Posted in Semiconductors
Tagged AMD, Broadcom, Nvidia, Qualcomm, semiconductor, Trump, TSMC
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[News] Chip Supply in Shortage, SEMI Calls for Standardization in Back-end Processes
As TSMC and other major chip manufacturers compete for AI business opportunities, chip production capacity is unable to keep up with demand. Industry sources cited in a report from NIKKEI claimed that the slow expansion of high-end chip production capacity is due …
Posted in Semiconductors
Tagged AI, AI chip, CoWoS, I-Cube, Intel, Japan, Samsung Electronics, SEMI
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[News] Intel Suspended Investment in French and Italian Chip Plants
Recently, after reporting a loss of USD 7 billion in its manufacturing business for 2023, Intel stated that its investment in France and Italy could not be realized for the time being, which is worth several billion euros and can …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged Europe, foundry, France, Intel, Italy
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[News] NVIDIA Reportedly Developing Tailored Version of the Blackwell Series for Chinese Market
According to sources cited in a report from Reuters, NVIDIA is said to be planning to design a new flagship AI chip tailored for the Chinese market, which will still comply with current U.S. export control regulations. NVIDIA, the global …
Posted in IC Design, Semiconductors
Tagged AI chip, B200, China, export restriction, Nvidia, US
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[News] U.S. Reportedly Enhancing Chip Export Restrictions to China, while NVIDIA’s H20 Might Get Banned
According to a report from Tom’s Hardware, the U.S. is considering implementing new trade sanctions on China, looking to limit China’s access to advanced AI chip technology. This could result in a ban on NVIDIA’s HGX-H20 AI GPUs to China. …