OpenAI raises record $40 billion in SoftBank-led round
April 01, 2025
SoftBank said it would fund OpenAI with USD 10 billion in mid-April and another USD 30 billion in December, subject to the AI firm transitioning to for-profit by the end of the year.
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Rapidus targeting 2nm chip production for Broadcom
January 13, 2025
Fresh reports say Japanese foundry Rapidus will begin trial production of 2nm chips in April 2025, and has Broadcom lined up as its first major customer.
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.
Is Tesla in talks with SK Hynix for $725 million eSSD order?
October 28, 2024
Tesla has pledged to invest USD 10 billion every year in building its AI supercomputer, Dojo, for which the US carmaker needs fast and large capacity drives to improve the system’s efficiency.
SK hynix hints at new HBM product with 30 times higher performance
August 23, 2024
TrendForce predicts that the HBM industry will become more customization-oriented, breaking away from the standard DRAM framework.
VR/MR device shipments to reach 37 million units by 2030
August 05, 2024
TrendForce’s latest report reveals that shipments of near-eye displays are expected to increase year-by-year over the next few years following inventory clearance.
Aitomatic unveils SemiKong: it's like ChatGPT for chip firms
July 11, 2024
AI specialist Aitomatic has launched the world's first open-source AI Large Language Model (LLM) designed especially for the semiconductor industry.
Elon Musk looks to buy 300,000 Nvidia B200 chips for xAI
June 05, 2024
Elon Musk is reportedly planning to spend USD 9 billion to acquire some 300,000 units of Nvidia's B200 GPU for his xAI venture by next summer.
Global AI chips revenue to grow 33% in 2024
May 30, 2024
Gartner says that revenues from AI semiconductors globally are expected to total USD 71 billion in 2024, an increase of 33% from 2023.
Scale AI's new fund raise values the firm at $14bn
May 28, 2024
Scale AI has emerged as one of the world's hottest startups following the closure of a new funding round that attracted some of the tech sector's foremost VCs.
Fabless startup MetisX secures $44m in Series A funding
May 20, 2024
The South Korean firm has now raised more than USD 50 million since 2022 to accelerate its vision of a data-centric approach to next-gen memory chip design.
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What You Need to Know About the New AI Frontier
Nvidia's triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia's manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI's advancements. This situation poses questions for the broader chip landscape and the future of innovation.
Sponsored content by Fusion
What You Need to Know About the New AI Frontier
Nvidia's triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia's manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI's advancements. This situation poses questions for the broader chip landscape and the future of innovation.
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.
TikTok owner buys stake in InnoStar Semiconductor
March 15, 2024
Social media firm ByteDance, owner of TikTok, has bought into InnoStar to help the memory chip developer boost production of its virtual reality tech.
Nvidia stuns Wall Street with profits up 769%
February 23, 2024
Nvidia's unstoppable juggernaut powered to new milestones this week with the announcement that quarterly profits hit $12.3 billion.
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.
Meta to deploy self-designed chip in data centres this year
February 08, 2024
Facebook owner Meta Platforms is preparing to roll out a new version of its own custom chip, which is aimed at supporting the firm's AI activities.
Sam Altman 'raising billions' for new chip venture
January 22, 2024
The CEO of the world's leading AI company, OpenAI, is rumoured to be talking to investors about building an ambitious new network of semiconductor fabrication plants.
AMD takes on Nvidia with new AI chip products
December 08, 2023
Advanced Micro Devices is predicting a huge boom in the market for AI processors after launching a new chip series to challenge Nvidia's dominance in the space.
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.
Silicon Austria Labs installs new EVG systems
November 14, 2023
Austrian research centre Silicon Austria Labs (SAL) has received and installed multiple EV Group (EVG) lithography and resist processing systems at its MicroFab R&D cleanroom facility in Villach, Austria.
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%.
Hyundai and Kia re-think their R&D approach to speed the development of software defined vehicles
June 13, 2023
The two motor giants will decentralise the existing R&D structure and replace it with a group of independent Allianced Tech Organizations.
VR/AR shipments expected to drop to 7.45 million in 2023
May 23, 2023
TrendForce forecasts a global downturn in AR and VR device shipments for 2023, predicting a shipment total of roughly 7.45 million units—an 18.2% YoY decrease.
SK Hynix’s HBM market share to exceed 50% in 2023
April 18, 2023
Strong growth in AI server shipments has driven demand for high bandwidth memory (HBM). TrendForce reports that the top three HBM suppliers in 2022 were SK hynix, Samsung, and Micron, with 50%, 40%, and 10% market share, respectively.
Global 2023 server shipment growth lowered as North American cloud service providers cut demand
January 31, 2023
Facing global economic headwinds, the four major North American cloud service providers (CSPs) have scaled back their server procurement quantities for 2023 and could make further downward corrections in the future.
Server supply chain undergoes realignment
December 12, 2022
Google, AWS, Meta, and Microsoft all add production sites in Southeast Asia to hedge geopolitical risks, says TrendForce.
Projected YoY growth rate of server shipments for 2023 revised down to 2.8%
November 22, 2022
Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%.
Delay in mass production of new Intel products a blessing for AMD
November 01, 2022
According to the latest TrendForce research, the mass production schedule of new Sapphire Rapids products has been delayed due to the poor yield rate of the Intel 7 process.
Meta partners with Qualcomm to produce VR chipsets
September 05, 2022
Qualcomm and Meta have announced a multi-year agreement to collaborate on a new era of spatial computing powered by Snapdragon extended reality (XR) platforms and technologies for the Meta Quest platform.
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