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2023-10-17

[News] Rumored U.S. Tightens Export Ban on Chips to China, Affecting Chinese Chip Design Firms

Reports indicate that the United States is poised to unveil an updated set of restrictions on chip exports to China this week. Beyond the previously reported tightening measures on AI chips and equipment exports, these new regulations are expected to restrict the supply to chip design companies. The...

2023-10-17

[News] Rumors Suggest Affordable Version of Vision Pro to Forgo External Display, Priced at $1,500 to $2,500

In June of this year, Apple introduced the new Vision Pro headset, priced at $3,499, with plans to release it by early next year (by the end of April). According to Bloomberg's Mark Gurman in the Power On newsletter, Apple had been considering the development of a cheaper headset even before its ...

2023-10-17

[News] TSMC Expected to Lower Capital Expenditure, Potentially Falling Below $30 Billion for the Year

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-...

2023-10-17

[Insights] Google Unveils Pixel Watch 2 and Charge 6 Band, Leveraging Generative AI as Key Value Addition

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...

2023-10-17

[News] Updates: Kioxia and Western Digital’s NAND Flash Progress towards Merger

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...

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