Q2 revenue for top 10 IC design houses surge 12.5%
September 21, 2023
Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to USD 38.1 billion, marking a 12.5% quarterly increase.
ARM valued at $54.5 billion as it hits the stock market
September 14, 2023
The chip design company has secured a valuation of USD 54.5 billion in its U.S. initial public offering (IPO).
Chip industry sees revenue increase after long decline
September 13, 2023
The semiconductor industry has reversed course and saw an increase in sales in 2Q23 after experiencing revenue decline for five consecutive quarters, reports Omdia.
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."
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.
Suppliers amp up production, HBM bit supply projected to soar
August 09, 2023
TrendForce highlights in its latest report that memory suppliers are boosting their production capacity in response to escalating orders from NVIDIA and CSPs for their in-house designed chips.
Arm IPO valuation could hit $70 billion
August 04, 2023
Softbank-owned UK chip designer Arm is going public in September, and industry watchers believe its launch valuation could be between USD 60 billion and USD 70 billion.
Is Samsung set for major GPU supply deal with Nvidia?
August 03, 2023
Industry sources say Samsung Electronics is in talks to supply advanced packaging components to the US-based semiconductor and graphics company Nvidia.
Semiconductor bosses visit Whitehouse to discuss China
July 19, 2023
The CEOs of Nvidia, Intel and Qualcomm met with Biden administration officials this week to air their concerns around proposed export restrictions to Chinese firms.
DRAM ASP decline narrows to 0~5% for 3Q23
July 05, 2023
TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply.
Arrow Electronics creates robotics Center of Excellence
June 28, 2023
Arrow Electronics, and its company eInfochips have established a Robotics Center of Excellence (COE) to help customers accelerate time to market for the development of automation solutions for use in manufacturing, digital factories, and other industries.
Nvidia is “extremely likely” to invest in Europe
June 26, 2023
Jensen Huang, CEO of Nvidia Corp, seems very confident that the semiconductor company will invest in Europe.
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.
Global top ten IC design houses break even in Q1
June 20, 2023
TrendForce reports that inventory reduction in Q1 fell short of expectations and coincided with the industry’s traditional off-season, leading to overall subdued demand.
Jensen Huang feels “perfectly safe” relying on Taiwan for Nvidia’s production
June 05, 2023
Nvidia’s CEO Jensen Huang has stated that he feels "perfectly safe" relying so much on Taiwan for manufacturing the company’s chips.
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%.
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