Arm, Intel Google and Meta launch self-designed AI chips
April 12, 2024
The future direction for dominance in the AI chip space took another turn this week as four huge stakeholders revealed their own products.
Apple's new 'new' thing? A personal robot?
April 08, 2024
Speculation is rampant that Apple is working on a robot assistant that people can use in their homes.
Nvidia's unveils new Blackwell AI 'super chips'
March 22, 2024
All-conquering chip design firm Nvidia has launched its Blackwell graphic processing units, which are reportedly up to 30x faster than their predecessors.
First commercial OpenTitan project is now available
March 08, 2024
Boston-based startup zeroRiSC has launched the first live project based on OpenTitan – a universally accessible, open-source-based hardware root of trust (RoT) component.
Google's looking to start Pixel production in India in Q2
February 22, 2024
Google is reportedly preparing to start production of its high-end Pixel 8 pro in India as it looks to grab market shares in the country's expansive market.
OpenTitan launches world's first open-source silicon project
February 16, 2024
After five years of development, the OpenTitan coalition and lowRISC and have unveiled the first open-source silicon project to reach commercial availability.
Quilter raises $10m to pursue AI-based circuit board design
February 16, 2024
Startup Quilter has completed a USD 10 million Series A. It will use the funds to develop its idea of automating the PCB manufacturing process.
Fabless startup Rebellions closes $124m Series B
February 06, 2024
South Korea's Rebellions has raised a significant new capital fund and will now start work on its third AI chip, Rebel.
Samsung brings AI features to Galaxy phones
January 19, 2024
Samsung has presented its annual Galaxy smartphone upgrade, and the device maker has gone 'all in' on AI.
Jabil to scale development and production for Revolut
January 16, 2024
Electronics manufacturer Jabil and Revolut have been collaborating since 2021 to diversify the digital banking company’s product portfolio, including the launch of Revolut Reader, a compact, custom hardware platform that enables merchants to accept in-store or on-the-go payments. Now It’s time to scale manufacturing.
Qualcomm takes on Apple with spatial computing chip
January 08, 2024
Mobile chip giant Qualcomm has revealed a new Snapdragon chip designed especially for mixed-reality devices that will compete with Apple's Vision Pro.
Photonics specialist Lightmatter raises $154m
December 20, 2023
US-based startup Lightmatter has secured series D funding worth USD 154 million from investors including Google Ventures.
Google, ASM and HP join Schneider's Catalyze program
December 08, 2023
Three major tech firms have added themselves to the Catalyze program, which is dedicated to decarbonising the semiconductor supply chain.
Nvidia sees strong cloud AI demand, but challenges in China
November 23, 2023
Nvidia's most recent FY3Q24 financial reports reveal record-high revenue coming from its data centre segment, driven by escalating demand for AI servers from major North American CSPs. However, TrendForce points out that recent US government sanctions targeting China have impacted Nvidia's business in the region.
Microsoft unveils two 'home-made' chip products
November 17, 2023
Computing behemoth Microsoft has announced its entry into the AI chip space, setting up the company to compete with Nvidia, Google, Amazon and Intel.
JV to start manufacturing smartphone glass in India
October 27, 2023
Corning Inc and Optiemus Infracom are teaming up to start making smartphone cover glass for the first time in India. Their new combined entity will be called Bharat Innovation Glass Technologies.
Google to start manufacturing Pixel smartphones in India
October 20, 2023
India has made another breakthrough in its mission to become a global electronics superpower: it's agreed a deal with Google to make Pixel devices.
Global notebook market to rebound in 2024
October 11, 2023
TrendForce reports that the second quarter revealed notebook inventory channels displaying healthy levels. Both North America and Asia-Pacific regions are demonstrating a healthy appetite for mid and low-tier consumer models.
Sourceability's Sourcengine to become even more accessible
September 26, 2023
Distributor of electronic components and supply chain service provider, Sourceability, has launched a browser extension for its Sourcengine.
Swedish company delivers first quantum chips to clients
September 18, 2023
Chalmers University of Technology in Gothenburg, Sweden, has spent two decades developing quantum devices. However, translating this research into commercial products has been hindered by challenges relating to production and quality control. Until now.
Apple and Arm ink long-term deal
September 07, 2023
US electronics company Apple has reportedly signed a new deal with Arm for chip technology that "extends beyond 2040."
Server supply chain becomes fragmented
August 23, 2023
TrendForce reports that Taiwan-based server ODMs, including Quanta, Foxconn, Wistron (including Wiwynn), and Inventec, have set up production bases in countries like Thailand, Vietnam, and Malaysia. It’s projected that by 2023, the production capacity from these regions will account for 23%, and by 2026, it will approach 50%.
New AI accelerator chips boost HBM3 and HBM3e to dominate 2024 market
August 14, 2023
TrendForce reports that the HBM (High Bandwidth Memory) market's dominant product for 2023 is HBM2e, employed by the NVIDIA A100/A800, AMD MI200, and most CSPs' (Cloud Service Providers) self-developed accelerator chips.
Japanese watchmakers and Western automakers boost micro LED market
August 10, 2023
Mass production of large displays and wearable devices is propelling the Micro LED market. TrendForce predicts that the market value of Micro LED chips will reach USD 27 million in 2023, indicating a YoY growth of 92%.
Global notebook shipments on the rebound
July 04, 2023
TrendForce has predicted a noticeable recovery in the global notebook market for 2Q23. Shipments are projected to hit 40.45 million units – a QoQ increase of 15.7%.
Major CSPs aggressively constructing AI servers and boosting demand for AI chips
June 23, 2023
TrendForce reports that explosive growth in generative AI applications like chatbots has spurred significant expansion in AI server development in 2023.
Polestar aims to accelerate growth in China with new JV
June 20, 2023
The Swedish electric performance car brand is entering into a strategic joint venture for the Chinese market with technology company Xingji Meizu Group.
Global AI server shipments predicted to increase 40% in 2023
May 30, 2023
TrendForce forecast a dramatic surge in AI server shipments for 2023, with an estimated 1.2 million units – outfitted with GPUs, FPGAs, and ASICs – destined for markets around the world, marking a robust YoY growth of 38.4%.
Foldable smartphone shipments to soar by over 50% YoY
May 24, 2023
TrendForce estimates that shipments of foldable smartphones will reach 19.8 million units in 2023, marking an impressive YoY growth rate of 55% compared to 12.8 million units last year.
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.
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