TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips
Jiyoung Sohn / Wall Street Journal :
TrendForce: Q2 global chip foundry revenue surged 14.6% QoQ to $41.7B, with TSMC securing a 70% market share, followed by Samsung with 7.2% and SMIC with 5.1%
Luke James / Tom's Hardware :
TrendForce: China's share of global mature node manufacturing capacity in 2024 was 34%, below Taiwan's 43%, but China is forecasted to exceed Taiwan by 2027
Wen-Yee Lee / Reuters :
TSMC says it has started mass production at its first factory in Japan, located in Kumamoto, producing 12nm to 28nm chips for use in cars and image sensors
JASM coming online Nikkei Asia : TSMC kicks off mass production at first Japan chip fab Maria Deutscher / SiliconANGLE : TSMC begins mass-producing chips at newly opened fab in Japan TrendForce : [New...
Global shipments of VR and MR headsets are expected to reach ~9.6M units in 2024, up 8.8% YoY; Meta remains the global leader with a 73% market share
TrendForce :
TrendForce: the ASP of high-end AI chips from Nvidia and others is ~5x more than conventional memory chips, creating a winner-takes-all trend in the chip sector
June Yoon / Financial Times :
TrendForce: TSMC's global foundry revenue share will hit ~64% in 2024, up from 51% in 2019, while Samsung's share is set to drop to ~10%, down from 16% in 2019
Jiyoung Sohn / Wall Street Journal :
What to expect from Apple's September 9 event: four iPhone 16 models, two AirPods models, Apple Watch Series 10 with a thin body, Apple Intelligence, and more
here's the differences Michael Simon / Macworld : Apple Watch Series 10 tipped to get upgraded sensors, better water resistance Kathryn Pomroy / Kiplinger.com : Apple's Launch Event 2024: Next-Generat...