Weak demand pushes 4Q24 NAND revenue down 6.2%
March 05, 2025
TrendForce’s reports that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments.
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Supply chain reset – from excess to equilibrium
February 27, 2025
The global electronic component supply chain is expected to transition from excess inventory to a more balanced demand environment in 2025, according to a recent report from independent distributor Fusion Worldwide.
Humanoid robots to become the next US-China battleground
February 25, 2025
Governments worldwide are ramping up investments in robotics R&D as labour shortages and rising costs persist. TrendForce reports that China, Japan, the US, South Korea, and Germany have consistently ranked among the top five countries for industrial robot installations and are expected to continue executing over USD 13 billion in related projects by 2025.
Is Arm expanding its Bengaluru operations?
February 24, 2025
In India, Arm’s team of computer engineers work on architecture development, CPU and system design and verification, software enablement, compute solutions, and physical implementation.
AI demand and production cuts to boost NAND prices in 2H25
February 19, 2025
The NAND Flash market remains oversupplied in early 2025, keeping prices low and pressuring suppliers. However, TrendForce predicts a rebound in the second half as AI-driven demand rises and production slows.
Graid announces SupremeRAID SE Support for GeForce RTX 5000
February 14, 2025
With support for the GeForce RTX 5090, 5080, 5070 Ti, 5070, and 5060, professionals can leverage NVIDIA’s most powerful GPUs to maximize NVMe SSD performance, the company said.
Top 10 largest semiconductors suppliers in 2024
February 06, 2025
It has become a tradition that on the occasion of each Evertiq Expo we publish a Top List dedicated to a different branch of the electronics industry. On February 6, the second edition of our expo was held in Sophia Antipolis, which is recognized as the capital of France's Silicon Valley. So this time we publish the Top 10 global semiconductor suppliers - we based the list on the latest data published by Gartner analysts.
AI chips to drive semiconductor industry in 2025: VanEck
February 03, 2025
Exchange-traded fund provider VanEck believes 2025 is set to be another “transformative year” for the semiconductor industry.
US tightens export controls on advanced AI technologies
January 15, 2025
The US Department of Commerce's Bureau of Industry and Security (BIS) has issued an interim final rule, effective January 13, 2025, enhancing export controls on advanced computing ICs and certain artificial intelligence (AI) model weights.
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.
Nvidia criticizes U.S. plan to tighten AI chip export controls
January 10, 2025
The Biden administration is reportedly considering new export restrictions that could target advanced artificial intelligence (AI) chips produced by U.S. companies. According to Reuters, Nvidia has expressed concerns about the potential impact of these measures on the tech industry’s growth and the competitiveness of the United States in the global market.
Hanmi Semiconductor breaks ground on seventh plant
January 08, 2025
On January 6, 2025, Hanmi Semiconductor broke ground on its seventh plant, which will focus on High Bandwidth Memory (HBM) TC Bonder.
xAI secures further billions in investment
January 03, 2025
U.S. tech billionaire Elon Musk has secured another six billion USD (€5.8 billion) in investment for his artificial intelligence company xAI. According to xAI, the latest round of investors included U.S. venture capitalists such as Blackrock and Morgan Stanley, U.S. chipmakers Nvidia and AMD, and investment funds from Saudi Arabia and Qatar.
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.
Semiconductor market posts strong Q3 says Omdia
December 17, 2024
The semiconductor industry continues to thrive, posting robust growth in the third quarter of 2024.
Tech firms to act as US ‘gatekeepers’ for AI chips
December 16, 2024
The companies would have to comply with strict requirements, which includes reporting key information to the US government and blocking Chinese access to AI chips, according to a Reuters report.
Global semiconductor market to grow by 15% in 2025
December 12, 2024
Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
Nvidia dismisses claims of reducing supplies to China
December 12, 2024
Nvidia has refuted recent social media claims suggesting the company plans to cut supplies to China.
China launches antitrust investigation into Nvidia
December 10, 2024
China has launched an antitrust investigation into Nvidia, citing suspected violations of the country's anti-monopoly laws.
Nvidia to open Vietnam R&D centre
December 10, 2024
Nvidia is opening its first research and development centre in Vietnam to bolster AI development.
Amazon’s Trainium3 chip to be released by end of 2025
December 09, 2024
The new chip is expected to be up to twice as fast as its predecessor, Trainium2, and offer 40% better energy efficiency.
Schneider partners with Nvidia on data center cooling systems
December 06, 2024
French electrical equipment maker Schneider Electric’s designs will be used in data centers that use Nvidia’s server containing 72 of its most powerful AI chips.
TSMC, Nvidia in talks for AI chip production in Arizona
December 06, 2024
However, Nvidia’s Blackwell chips will have to be shipped back to Taiwan for packaging since the Arizona facility does not have the necessary CoWoS capacity, the Reuters report says.
Adisyn acquires graphene chip solutions firm 2DG
November 29, 2024
2DG has developed a process that allows graphene to be grown below 300°C, making it possible to integrate graphene into chip manufacturing without damaging the chip’s sensitive components.
Semiconductor growth slows down in 2025
November 26, 2024
The semiconductor market reached USD 166 billion in 3Q24, a 10.7% growth from 2Q24, according to the World Semiconductor Trade Statistics (WSTS). This marks the strongest QoQ growth since 3Q16 when growth hit 11.6%. On a YoY basis, the market grew by 23.2% in 3Q24, the highest since 4Q21's 28.3%.
Lattice mulls making offer for Intel’s Altera
November 25, 2024
Oregon-based low power programmable firm Lattice Semiconductor is seeking a private equity backer as it explores a potential bid, the Bloomberg report said.
Foxconn to build AI factories with Nvidia Omniverse platform
November 21, 2024
Foxconn is collaborating with NVIDIA to use digital twin technology to revolutionize manufacturing and supply chain management, paving the way for advanced global production facilities.
DRAM prices fall in 2025 amid weak demand and rising inventory
November 19, 2024
The fourth quarter is a critical period for setting DRAM contract prices. According to TrendForce's latest research, prices for mature DRAM processes such as DDR4 and LPDDR4X are already falling due to excess supply and dwindling demand.
Layoffs awaits at AMD
November 19, 2024
AMD has announced plans to reduce its global workforce by approximately 4% as the company focuses on expanding its presence in the rapidly growing AI chip market, where Nvidia currently dominates.
Are Nvidia’s new AI chips facing overheating snag?
November 18, 2024
The Blackwell graphics processing units overheat when connected together in server racks designed to hold up to 72 chips, according to a report by the Information.
Is Apple in talks with Foxconn to build AI servers in Taiwan?
November 07, 2024
Though Foxconn is Apple’s biggest iPhone supplier, it also makes Nvidia’s AI servers, and sources told Nikkei it may have limited capacity to take Apple as a new server client.
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