News
NVIDIA’s GB200 thermal challenges have made Co-Packaged Optics (CPO) technology a key topic in the tech industry. According to Commercial Times, NVIDIA plans to unveil a new CPO-based switch at the March GPU Technology Conference (GTC), with mass production slated for August. Suppliers like TSMC a...
News
A report from Nikkei highlights that, despite U.S. restrictions, China’s share of the global memory chip market has risen from virtually zero to 5% in just five years. This rapid growth poses challenges to global giants like Samsung Electronics, SK hynix, and Micron. Notably, according to Trend...
News
The chip industry has been buzzing lately, as the main characters in the Qualcomm-ARM lawsuit have both made surprising moves. What’s in common, notably, would be their mutual interests in data centers. Moreover, they are not the only ones thinking about developing their own server chips. Qualc...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, demand has slightly improved in the spot market. Some buyers have started to seek quotes in response to their incoming orders, though transaction prices are still relatively low. As for NAND flash, demand has started to...
News
Major tech companies are preparing to announce a new wave of layoffs. According to CNBC, citing Bloomberg, Meta plans to reduce its workforce by 5%, focusing on employees classified as “lowest-performing.” Meta is not the only company taking such measures. Another report from CNBC, citing Bus...