Articles


2023-05-25

Server Specification Upgrade: A Bountiful Blue Ocean for ABF Substrates

ChatGPT's debut has sparked a thrilling spec upgrade in the server market, which has breathed new life into the supply chain and unlocked unparalleled business opportunities. Amidst all this, the big winners look set to be the suppliers of ABF (Ajinomoto Build-up Film) substrates, who are poised to ...

2023-05-25

DDR3&4 Are Still on Downward Trajectory, Mainstream Wafer Prices Remain in Decline

TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23. DRAM prices are projected to fall 13~18%; NAND Flash is expected to fall between 8~13%. DRAM Spot Mar...

2023-05-22

Beyond the SoC Paradigm: Where Are Next-Gen Mobile AI Chips Going to Land?

The excitement surrounding ChatGPT has sparked a new era in generative AI. This fresh technological whirlwind is revolutionizing everything, from cloud-based AI servers all the way down to edge-computing in smartphones. Given that generative AI has enormous potential to foster new applications an...

2023-05-22

TV Panel Prices Soar in Late May, While Laptop and Monitor Panel Prices Remain Unchanged

Demand for stocking up ahead of the upcoming June 18th promotion is dwindling, and the TV panel market is gradually returning to normal levels. Panel manufacturers are carefully managing production rates to maintain a balanced supply and demand. As a result, TV panel prices are expected to continue ...

2023-05-19

InP’s New Horizons: The Blossoming Potential with Looming Monopoly

In the bustling tech bazaar, the iPhone 14 Pro and AirPods 3 are pioneering the tech industry by incorporating InP(Indium phosphide)-based EEL(Edge Emitting Laser). These devices are leveraging the unique attributes of long-wavelength technology for skin detection, which is a strategic move that hig...

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