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October 30
- Intel Reportedly Eyes Retired TSMC Veteran Wei-Jen Lo to Lead R&D
➀ Intel is reportedly targeting a recently retired TSMC executive to lead its key R&D efforts.
➁ Wei-Jen Lo, former TSMC Senior Vice President of Corporate Strategy Development, is rumored to be joining Intel.
➂ Lo's move could have significant implications for TSMC and the Taiwanese semiconductor industry.
December 28
- [News] NVIDIA Supplier Advantest: AI Phones May Sustain Chip Industry amid Declining Data Center Investment➀ Major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ Global investment in data centers has recently slowed, raising concerns about the sustainability of the AI boom. ➂ AI phones may sustain the chip industry amid the decline in data center investment.
- [News] Why Are AR Glasses Reportedly Outselling Apple’s Vision Pro in China, with 284K Units Sold in 2024?➀ The Apple Vision Pro, launched in 2024, quickly captures a 5% market share in the VR/MR segment, becoming the third-largest player. ➁ Sales of the Apple Vision Pro in China have reportedly fallen short of expectations. ➂ AR glasses are thriving in the Chinese market, with 284K units sold in 2024.
- [News] Xiaomi to Scale AI Capabilities with New 10,000-GPU Cluster Investment➀ Xiaomi is investing heavily in building a 10,000 GPU cluster to enhance its AI capabilities; ➁ The company has established an AI large model team in April 2023; ➂ The team is led by a CEO with 1,200 R&D personnel.
- [News] Qualcomm’s Snapdragon 8 Elite 2 to Use TSMC’s N3P as Samsung Reportedly Lost Order➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.
November 9
- [News] China’s Chipmaking Equipment Spending Likely to Drop below USD 40 Billion in 2025 amid U.S. Tensions | TrendForce News➀ Concerns over the impact of the U.S. presidential election and the ongoing chip war between China and the U.S. are likely to decrease China's semiconductor equipment spending to below USD 40 billion in 2025. ➁ The tension is expected to affect the global semiconductor supply chain. ➃ The situation highlights the importance of domestic semiconductor manufacturing capabilities.
- [News] Qualcomm Derived Nearly 50% of FY24 Sales from China, Eyeing 10% QoQ Revenue Growth This Quarter | TrendForce News➀ Qualcomm reported an upbeat first-quarter sales forecast; ➁ nearly 50% of its FY24 sales derived from China; ➂ expecting a 10% quarter-over-quarter revenue growth this quarter
- [News] South Korea’s Labor Regulations May Weaken its Semiconductor Competitiveness | TrendForce News➀ South Korea's semiconductor industry is facing increasing pressure from Taiwan's aggressive R&D efforts; ➁ The report from Business Korea suggests that South Korea's labor regulations may weaken its competitiveness in the semiconductor sector; ➂ The intensifying competition in the industry may impact the global semiconductor landscape.
- [News] Intel Delays German Magdeburg Fab Construction Plans to 2029-30, Sparking Subsidy Return Debate | TrendForce News➀ Intel has delayed the construction of its Magdeburg fab project to 2029-2030; ➁ The delay has sparked a debate about the return of subsidies; ➂ Concerns have been raised in Germany regarding the impact of the delay.
- [News] Samsung Reportedly Mulls to Offload Outdated NAND Equipment in China to Local Companies | TrendForce News➀ Samsung is reportedly reducing its foundry and legacy DRAM production; ➁ The South Korean semiconductor giant is considering selling outdated NAND equipment in China; ➂ Local Chinese companies are said to be potential buyers.
- [News] SMIC Reports Record Q3 Revenue, Cautious on Expansion Amid Overcapacity Warnings | TrendForce News➀ SMIC, the leading Chinese semiconductor foundry, reported a record revenue for Q3; ➁ The company remains cautious on expansion amid overcapacity warnings; ➂ The report comes from TrendForce News.
- [News] TSMC Reportedly to Halt 7nm and Below Chip Shipments to China’s AI Firms Next Week | TrendForce News➀ TSMC is reportedly set to halt 7nm and below chip shipments to Chinese AI firms next week; ➁ This follows previous controversies involving the supply of 7nm chips to Huawei through proxies; ➂ The move is likely a response to recent trade tensions and geopolitical issues.
- [New] Texas Governor Reported to Visit TSMC, Offering Incentives to Attract Investment | TrendForce News➀ Texas Governor is reported to visit TSMC; ➁ Offering incentives to attract investment; ➂ TSMC is the focus of active collaboration efforts.
- [News] Apple Reportedly in Talks with Foxconn to Produce AI Servers in Taiwan | TrendForce News➀ Apple is reportedly in talks with Foxconn; ➁ to manufacture AI servers in Taiwan; ➂ as part of its strategy...
November 1
- [News] BOJ Holds Rates Steady, Yet Potential for Future Rate Hikes Grows➀ The Bank of Japan (BOJ) announced on October 31 that it would keep the policy rate unchanged at 0.25%, meeting market expectations; ➁ Despite the unchanged rate, the potential for future rate hikes is growing; ➂ The BOJ's decision reflects the complex economic landscape.
- [News] China’s Rising Display Industry May Face U.S. Sanctions Due to National Security Concerns➀ China's display industry is experiencing rapid expansion in production capacity; ➁ The expansion has raised national security concerns in the U.S.; ➂ The U.S. may impose sanctions on China's display industry due to these concerns.
- [News] China’s Manufacturing Sees First Expansion in Nearly Six Months➀ China's manufacturing Purchasing Managers' Index (PMI) has rebounded into expansion territory, marking the first expansion in nearly six months; ➁ This comes after a five-month contraction phase; ➂ The data was released by the National Bureau of Statistics, indicating a positive trend in the country's manufacturing sector.
- [News] Apple Reports 6% Revenue Growth, Strong iPhone 16 Demand Amid Declining Sales in China➀ Apple reported a 6% revenue growth in the fourth quarter of fiscal year 2024; ➁ Strong demand for iPhone 16 mitigates the decline in sales in China; ➂ The report highlights the mixed performance of Apple's global market.
- [News] Samsung Advances Key HBM Supply, Hints at TSMC Partnership➀ Samsung Electronics reported a better-than-expected profit in its third-quarter earnings, despite a significant decline in profits. ➁ The company highlighted its advancement in high-bandwidth memory (HBM) supply. ➂ Samsung hinted at a potential partnership with TSMC, indicating a strategic move in the semiconductor industry.
- [News] Intel Impresses the Market with Upbeat Q4 Guidance; 18A to Begin High-Volume Production in 2H25➀ Intel reported its third-quarter earnings on October 31, posting a lackluster performance with quarterly revenue declining 6% year-over-year. ➁ The company provided upbeat guidance for the fourth quarter, indicating strong market confidence. ➂ Intel's 18A chip is expected to begin high-volume production in the second half of 2025.
- [News] World’s First: China’s New Chip Successfully Mass-Produced!➀ The Nuclear Safety and Environmental Engineering Technology Institute at the China National Nuclear Corporation (CNNC) has achieved a significant milestone by successfully mass-producing a new chip. ➁ This breakthrough represents a major advancement in China's semiconductor industry. ➂ The new chip is set to enhance the nation's technological capabilities and competitiveness in the global market.
- [News] Siemens Acquires EDA Rising Star Altair Engineering➀ Siemens has announced the acquisition of Altair Engineering; ➁ Altair is a leading software provider in the EDA industry; ➂ The acquisition aims to strengthen Siemens' position in the software market.
October 31
- [News] Samsung’s Chip Division Sees 40% Profit Drop in Q3 as Sales Hit Record High➀ Samsung's chip division experienced a 40% profit decline in Q3 2024; ➁ Despite this, sales reached a record high; ➂ Concerns over HBM progress and yield issues on advanced nodes were highlighted.
- [News] Samsung Reported to Use Qualcomm Processors Instead of Its Exynos Processors in Home Appliances➀ Samsung is reportedly replacing its Exynos processors with Qualcomm Snapdragon processors in home appliances; ➁ The move is part of Samsung's strategy to expand the use of Snapdragon processors in its Galaxy flagship phones; ➂ TechNews reports that this change could affect the performance and cost of Samsung's home appliance products.
- [News] Datacenter GPUs May Have an Astonishingly Short Lifespan of Only 1 to 3 Years➀ A report from Tom's Hardware suggests that datacenter GPUs have a surprisingly short lifespan of only 1 to 3 years. ➁ The lifespan is shorter than expected, which could be due to heavy use and technological advancements. ➂ This has implications for the sustainability and cost-effectiveness of datacenter operations.
- [News] Intel CEO’s Missteps Reportedly offended TSMC, Leading to a Canceled 40% Discount➀ Intel's CEO reportedly made a misstep that offended TSMC; ➁ The incident led to TSMC canceling a 40% discount; ➃ The discount cancellation is ahead of Intel's Q3 financial announcement.
October 30
- [News] U.S. Job Openings Continue to Decline, Reaching Lowest Level in Nearly Three Years➀ The U.S. job openings in September reached their lowest level in nearly three years, according to data released by the U.S. Bureau of Labor Statistics. ➁ The decline is attributed to various factors including economic conditions and changes in the labor market. ➃ This trend could have significant implications for the U.S. economy and employment rates.
- [Insights] Memory Spot Price Update: DDR5 Remains Stable; DDR4 Prices Unlikely to Rebound Anytime Soon➀ DDR5 prices remain stable; ➁ DDR4 prices are unlikely to rebound in the near future; ➂ Market analysis suggests stable DDR5 prices and limited prospects for DDR4 price recovery.
- [News] Intel’s Third-Quarter Revenue Set for Largest Decline in Five Quarters➀ Intel's third-quarter revenue is expected to show the largest decline in five quarters; ➁ The report from MoneyDJ cited by Reuters shows Intel's share price has plummeted this year; ➂ The company is falling behind in the AI race.
- [News] U.S. Consumer Confidence Rebound, Marking Largest Increase Since March 2021The U.S. consumer confidence index has rebounded to its highest level since March 2021, according to data released by the Conference Board. This is primarily attributed to improved labor market conditions. The index reached its highest point in over two years, signaling optimism among consumers.
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