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.
AI chip deals remain low; chip makers take over as major buyers
February 28, 2024
New research from Omdia reveals that while demand for AI chips is soaring, AI chip deals remain low – and that chip manufacturers are taking over as the major buyers.
Intel teases 1.4nm advanced manufacturing node
February 23, 2024
Intel CEO Pat Gelsinger has officially confirmed the firm's 14A node for the first time. He expects 14A and its variant Intel 14A-E to arrive by 2027.
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.
Microsoft and Intel strike a deal – potentially worth billions
February 22, 2024
During its first Foundry event, Intel Foundry Direct Connect, Intel Foundry announced a massive design win. Microsoft CEO Satya Nadella shared that Microsoft has chosen a chip design it plans to produce on the Intel 18A process – a deal potentially worth billion.
Microsoft commits $3.5bn to German AI projects
February 19, 2024
Microsoft will invest 3.3 billion euros ($3.5 billion) in new and existing German facilities to expand the AI capabilities of its data centres.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
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.
Notebook market demand to grow by 3.6% in 2024
January 11, 2024
TrendForce says that the global notebook market in 2023 struggled due to high inflation, with annual shipments reaching only 166 million units, a 10.8% YoY decrease. However, this decline was less severe compared to 2022.
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.
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.
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.
Synopsys to apply GenAI to design process for semiconductors
November 17, 2023
Semiconductor electronic design automation firm Synopsys has unveiled Synopsys.ai Copilot, a natural language tool that will help engineering teams reduce time to market for chip design.
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.
Key development period for AI PCs in 2024
November 08, 2023
Global shipment of notebooks is expected to reach 167 million units in 2023—a YoY decrease of 10.2%, TrendForce reports. However, with inventory pressures easing, the notebook market is anticipated to return to a balanced supply and demand cycle in 2024.
Nvidia to challenge Intel with Arm-based PC chips
October 24, 2023
Nvidia has reportedly started to – quietly – design CPUs using technology from Arm Holdings, as the company is looking to challenge Intel in the PC market.
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.
Foxconn's Q2 profit slips 1%
August 14, 2023
In the second quarter of 2023, Hon Hai's (Foxconn) revenue totaled NTD 1.3045 trillion, down 14% on year.
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.
Siemens to spend €2 billion on manufacturing capacity, innovation labs and education centres
June 16, 2023
German giant says the investment strategy will boost its future growth, innovation and resilience.
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.
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.
GPU demand from ChatGPT could reach 30,000 chips
March 02, 2023
The recent arrival of ChatGPT has generated a lot of buzz across the industry sectors related to cloud computing and artificial intelligence (AI).
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.
YoY growth of NAND Flash demand bits will stay under 30%
December 27, 2022
Client SSDs constituted a major driver of demand bit growth in the NAND Flash market for the past two years as the effects of the COVID-19 pandemic were spurring procurement activities related to working and studying from home.
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.
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.
Top Five MPU Suppliers Expand Share of Sales to 86% in 2021
June 30, 2022
Total microprocessor sales are expected to maintain double-digit percentage growth in 2022, rising nearly 12% to a record-high $114.8 billion, thanks to higher average selling prices (ASPs).
Imec and semiconductor partners target greener chip manufacturing
May 17, 2022
Nanoelectronics research and innovation center, imec, says that it has managed to pool together stakeholders from the semiconductor value chain – from companies such as Apple and Microsoft, to suppliers, including ASM, Kurita, SCREEN and Tokyo Electron – to participate in its Sustainable Semiconductor Technologies and Systems (SSTS) research program.
AMD acquires Pensando for $1.9 billion
April 05, 2022
AMD has entered into a definitive agreement to acquire Pensando for approximately USD 1.9 billion before working capital and other adjustments.
AR/VR device shipments to reach 14.19 million units in 2022
February 18, 2022
AR/VR device shipments revised up to 14.19 million units in 2022, with an annual growth rate of 43.9%, according to TrendForce research.
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