News
As TSMC's earnings call approaches, the market is abuzz with rumors that the company may revise down its capital expenditure target for this year. This potential adjustment is believed to be driven by delays in Intel's 3-nanometer outsourcing and the deferral of the production schedule for TSMC's 4-...
Insights
Google focuses on AI and sensor upgrades with Pixel Watch 2, while Charge 6 smart wristbands may stand out in the market through AI applications. TrendForce’s Insights: In early October 2023, Google held its annual fall product launch event, introducing new smartphones, smartwatches, earphon...
News
As reported by multiple Japanese media, including Kyodo News, Nikkei, and Asahi Shimbun on the 13th and 14th of this month, negotiations for the merger between NAND flash memory giants Kioxia and Western Digital have reportedly reached the final stages. There is a high likelihood that a merger agree...
News
As reported by CNA on October 16th, Market speculations rise as NVIDIA CEO Jensen Huang's visit to Taiwan for Foxconn Technology Day draws attention. Industry sources suggest potential collaborations in server and electric vehicle sectors. Jensen Huang is set to visit Taiwan for Foxconn T...
News
Micron has announced a significant expansion in Penang, Malaysia on October 13th. Micron had previously invested $1 billion in Penang and plans to invest another $1 billion over the coming years for the construction and equipping of a state-of-the-art assembly and testing facility. This expansion is...