Articles


2023-08-21

Foxconn’s EV Acceleration Revealed at Investor Conference; TrendForce Notes Ongoing Catalyst Need

At an online investor meeting, Foxconn Group's Chairman Young Liu shared insights on the company's current endeavors. He disclosed that the group is in discussions with over 10 clients on 20 electric vehicle (EV) collaboration projects. Out of these, two projects are already in production, and five ...

2023-08-21

[News] Speculations of TSMC Considering Third Fiscal Forecast Downgrade

According to Taiwan's Commercial Times, TSMC continues to face challenges from ongoing price undercutting and competitive bidding in mature semiconductor manufacturing processes. Concerns arise about the company's ability to offset these challenges with AI-related orders. Reports from the market sug...

2023-08-18

New TrendForce Report Unveils: Rising AIGC Application Craze Set to Fuel Prolonged Demand for AI Servers

In just a short span of six months, AI has evolved from generating text, images, music, and code to automating tasks and producing agents, showcasing astonishing capabilities. TrendForce has issued a new report titled "Surge in AIGC Applications to Drive Long-Term Demand for AI Servers." Beyond high...

2023-08-18

[News] Prior to iPhone15 Launch, Haitong Securities Lowers Shipment Estimate

According to a report by Taiwan's Commercial Times, China's Haitong Securities has taken the lead in reducing shipment expectations before Apple's upcoming new product launch next month. The company has lowered the shipment forecast from the initial 83 million units to 77 million units, marking a de...

2023-08-18

LGD, BOE Face Panel Quality Issues, SDC’s iPhone15 Panel Share Grows

Based on a recent analysis by TrendForce, LG Display is encountering a challenge with its supply of 6.7-inch panels and chassis for the iPhone 15 Pro Max. The issue revolves around tolerance, leading to the development of a growing dark spot (GDS) once the components are assembled. Unfortunately, th...

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