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2023-10-27

[News] Ford Shifts EV Investment Focus Amidst Fierce Price Competition

In the wake of ongoing labor strikes affecting the U.S. automotive industry, major players are recalibrating their investment plans. Ford announced today that it will temporarily delay its $12 billion investment in electric vehicles, including the construction of its second battery factory in partne...

2023-10-27

[News] GlobalWafers Plans 8-Inch SiC Production Next Year and Growth for 2025  

GlobalWafers has achieved a milestone by successfully advancing silicon carbide (SiC) crystal growth to 8-inch wafers, aligning with major international players in the industry. The company foresees the commencement of small-scale shipments of 8-inch SiC products in Q4 2024, with substantial growth ...

2023-10-27

[NEWS] Western Digital and Kioxia Terminate Merger Talk, TrendForce Believes M&A Will Be an Inevitable Trend

According to Reuter's report, the merger negotiations between Western Digital and Japan's Kioxia Holdings have been terminated as the two companies could not reach an agreement on the terms. This potential merger aimed to create one of the largest memory chip manufacturers globally but faced obstacl...

2023-10-27

[Insights] Unleashing the Practical Impacts of U.S. Semiconductor Export Policies on China

On October 17, 2023, the U.S. government unveiled an updated set of regulations for semiconductor exports, introducing stricter standards for advanced AI chips. Additionally, these regulations expand control over the export of exposure equipment and include Chinese GPU design startups on an Entity L...

2023-10-27

[Insights] Taiwanese Manufacturers Minimally Affected by New US GPU Restrictions, while Chinese Focused on In-House Chip Advancement

The US Department of Commerce issued new restrictions on AI chips on October 17, 2023, with a focus on controlling the export of chips to China, including NIVIDA's A800, H800, L40S, and RTX4090, among others. Taiwanese manufacturers primarily serve cloud service providers and brand owners in North A...

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