US uses hidden trackers to monitor AI Chip shipments bound for China August 14, 2025 US authorities have reportedly embedded concealed tracking devices in certain shipments of advanced AI chips to detect possible violations of export restrictions targeting China, according to sources cited by Reuters.
US announces new supercomputer powered by Dell and Nvidia May 30, 2025 The new supercomputer named Doudna, a Dell Technologies system powered by Nvidia’s next-generation Vera Rubin platform, will be engineered to support large-scale high-performance computing (HPC) workloads.
Tariff uncertainty and weakening demand threaten MLCC market stability May 07, 2025 The global MLCC market is facing heightened risks amid persistent economic uncertainty, driven by unresolved US tariff policy and weakening downstream demand, according to a new report from market intelligence firm TrendForce.
Top 10 IC design houses See 49% YoY growth in 2024 March 18, 2025 TrendForce reports that the combined revenue of the world’s top 10 IC design houses reached approximately USD 249.8 billion in 2024, marking a 49% YoY growth. The surge is largely attributed to the booming AI industry, with Nvidia dominating the market.
AI infrastructure to dominate MLCC Demand in 2025 January 15, 2025 The US economy surpassed expectations in late 2024, but sustained high interest rates in 2025 may hinder spending and investment. Against this backdrop, TrendForce projects a 3% QoQ drop in MLCC shipments for Q1 2025.
Omdia bets on Foxconn becoming world’s largest server vendor December 19, 2024 Fuelled by skyrocketing demand for AI-optimised servers from major US cloud providers, Foxconn's ODM direct business will experience exponential growth in 2024, securing the top rank in Omdia's global server market analysis.
Electro Rent appoints new Chief Revenue Officer December 12, 2024 Electronic test and measurement equipment specialist Electro Rent has appointed Alan Mayer as its Chief Revenue Officer (CRO) to spearhead the company’s growth plans.
Europe's highest court sides with Intel – ends lengthy antitrust case October 24, 2024 The EU Court of Justice ruled in favour of Intel on Thursday, bringing an end to a nearly 20-year antitrust battle between the U.S. chipmaker and EU regulators who accused Intel of engaging in anti-competitive practices to undermine its rival, Advanced Micro Devices (AMD).
Global PC shipments declined 1.3% in 3Q24 October 10, 2024 Worldwide PC shipments totalled 62.9 million units in the third quarter of 2024, a 1.3% decline from the third quarter of 2023, according to preliminary results by Gartner, Inc. This decline comes after three consecutive quarters of year-over-year growth for the PC market.
Global notebook shipments to grow by 3.7% in 2024 August 22, 2024 The impact of geopolitical risks and economic uncertainties has led to more conservative budget allocations in the consumer market, reports TrendForce. Consequently, global notebook shipments are projected to reach 173.65 million units in 2024—marking a 3.7% increase compared to 2023.
SoftBank completes purchase of AI chip designer Graphcore July 12, 2024 Japanese investment entity SoftBank Group has finalised its acquisition of Graphcore, a UK-based designer of AI chips.
Cerebras partners with Dell on enterprise AI chips June 21, 2024 Chip design startup Cerebras has announced a collaboration with Dell Technologies to deliver AI compute infrastructure for generative AI – and challenge Nvidia.
Microsoft unveils first Qualcomm-powered Windows laptops May 23, 2024 Microsoft is going hard into AI-powered laptops – it's just announced a new range of Surface products that come with a Qualcomm chip, which can run some AI tasks without an internet connection.
SoftBank in talks to buy AI chip designer Graphcore May 10, 2024 Japanese investment entity SoftBank Group is planning to acquire Graphcore, a UK-based designer of AI chips, say news reports.
R2 Semiconductor files lawsuit against Intel in France April 17, 2024 R2 Semiconductor has filed a patent infringement lawsuit in Le Tribunal Judiciaire de Paris against the French subsidiaries of Intel and its customers, Dell Technologies and Hewlett Packard Enterprise Company and HP Inc.
AI chip specialist Hailo raises $120m April 08, 2024 Israel-based chipmaker Hailo has completed a new fund raise to bring its lifetime total to $340m since 2017.
System-on-chip startup SiMa.ai raises $70m April 05, 2024 Silicon Valley-based startup SiMa.ai has secured a $70m round of extension funding and will use the cash to bring its second-generation chipset to market.
Point2 raises $22.6m to fund ultra-low-power SoC solutions February 19, 2024 Bosch Ventures leads a fresh Series B round to help the US startup capitalise on the surge in the data centre switch market.
Intel: dozens of PC makers are using the 'meteor lake' chip December 18, 2023 Dell, Microsoft and Lenovo are among the PC giants to be shipping machines containing Intel's newest AI-configured Core Ultra microprocessors.
IBM forms body to "accelerate responsible innovation in AI" December 08, 2023 IBM has unveiled the AI Alliance – a new body comprising 50 organisations from industry, startup, academia, research and government. Members include AMD, Dell, Intel, Meta and Oracle.
AT&T and Ericsson to accelerate Open RAN in the US December 07, 2023 AT&T says it plans to lead the United States in commercial-scale open radio access network (Open RAN) deployment. The company says that it could spend roughly USD 14 billion over the 5-year term of the contract with Ericsson.
Qualcomm considering plan to package PC chips in India October 27, 2023 Giant US semiconductor manufacturer Qualcomm has approached Indian conglomerate Tata Group about a deal to package Snapdragon X Elite PC chips.
OLED monitor shipments predicted to soar 323% in 2023 October 13, 2023 TrendForce reports that the ever-expanding dimensions of OLED products, combined with the ambitious plans of several top-tier brands, mean that 2023 could see OLED monitor shipments hitting a staggering 508,000 units—an astronomical YoY surge of 323%.
Global LCD monitor shipments see 7.4% QoQ decline in 1Q23 June 15, 2023 TrendForce reports that in the first quarter of 2023, global shipments of LCD monitors fell 7.4% QoQ to 28.8 million units, marking a YoY decline of 20.5%.
Server shipments estimated to fall 2.85% YoY in 2023 May 17, 2023 TrendForce reveals that alongside the four major CSPs reducing their procurement volumes, OEMs like Dell and HPE have also scaled back their annual shipment volume forecasts at some point between February and April, predicting YoY declines of 15% and 12%, respectively.
Gartner says global PC shipments declined 30% in 1Q23 April 19, 2023 High inventory and low demand led to a second consecutive quarter of historic year-over-year decline, says Gartner.
PC pain persists in Q1 2023 – Apple saw a 40% shipment drop April 11, 2023 Weak demand, surplus inventory, and a deteriorating macroeconomic environment all contributed to the dramatic drop in traditional PC shipments during the first quarter of 2023, says the International Data Corporation (IDC).
YoY global server shipments growth for 2023 lowered to 1.31% March 01, 2023 The four major North American cloud service providers (CSPs) have made cuts to their server procurement quantities for this year because of economic headwinds and high inflation.
Who spends the most on semiconductors? February 07, 2023 Unsurprisingly, we find several major OEM manufacturers of PCs and smartphones among the biggest semiconductor buyers.
Falling PC sales forces Dell to cut 6,650 jobs February 06, 2023 Dell Technologies is feeling the declining demand for PCs. And as a consequence, the company will reduce its workforce by about 6,650 employees.
LCD monitor shipments to return to pre-pandemic levels for 2023 January 10, 2023 According to TrendForce’s latest analysis of the market for LCD monitors, device shipments are estimated to reach around 135 million units for 2022, showing a YoY drop of 7%.
GlobalFoundries to tackle the supply chain with new appointment November 22, 2022 Ashlie Wallace will lead GlobalFoundries' global supply chain operations, including logistics, supply planning, sourcing, and procurement. She will step into her new role on November 28, 2022.