2026-02-12
#Micron firmly rejected reports of zero market share, confirming HBM4 shipments are underway and ramping in 1Q.
Bloomberg
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
2025-07-15
📢 Jensen Huang brings good news from Beijing — #NVIDIA gets U.S. green light to restart #H20 sales in China. #Samsung, the top HBM3 supplier, is set to cash in.💡More: https://buff.ly/Hx9y3rz 🔗 [image]
Bloomberg
Nvidia plans to resume H20 sales to China after the US assured it AI chip shipments would be approved, reversing the Trump administration's stance from April
US government officials told Nvidia they would green-light export licenses for its H20 artificial intelligence accelerator …
2024-12-21
🚀 #VR/#MR shipments grow by 8.8% YoY in 2024! #Meta, #Sony, or #Apple: Who dominates market share? #TrendForce highlights three key market trends.💡More: https://www.trendforce.com/... 🔗
TrendForce
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 :
2024-10-17
#TSMC's Q3 Revenue Grows 36% YoY Thanks to Strong AI Demand; Capital Expenditures Remain High On October 17, TSMC, the world's leading semiconductor foundry, announced its Q3 revenue reached $23.5B, reflecting a 36% YoY increase and a 12.9% rise from the previous quarter. The [image]
Bloomberg
TSMC reports Q3 revenue up 39% YoY to ~$23.6B and net income up 54.2% YoY to ~$10.1B, both above estimates, boosted by strong sales of Nvidia AI chips
From AGI to GPT, an AI Glossary You Can Actually Understand … Hello World … Quicktake
2024-04-25
TSMC debuts its groundbreaking 1.6nm tech- A16 - at the 2024 North America Technology Symposium. A16 combines TSMC's Super Power Rail architecture with nanosheet transistors, slated for production in 2026. Plus, TSMC reveals 5 new tech blueprints! 🔗 https://www.trendforce.com/... 🔗
Nikkei Asia
TSMC unveils A16, chip manufacturing tech featuring nanosheet transistors with “backside power rails” meant for producing its ultra-advanced 1.6nm chips by 2026
Taiwan chip titan aims to secure leading position and capture AI demand — TAIPEI — Taiwan Semiconductor Manufacturing Co …
2023-05-22
#TrendForce believes China's ban on Micron products won't alter the memory market's oversupply or landscape. Micron's dwindling footprint in China means a 10% revenue loss, spread among competitors, won't significantly affect the industry. @MicronTech https://twitter.com/...
Bloomberg
China says Micron's products caused “significant security risks to our critical information infrastructure supply chain” and warns operators against buying them
less than 2 months after it's announced. The Micron ban applies to major Chinese cos, but impact could be broader. https://www.wsj.com/... via @WSJ Bill Bishop / @niubi : Did they ...