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TSMC: 2nm process is favored, AI server demand is strong

TSMC Chairman and CEO Wei Che-jia recently said that the demand for artificial intelligence (AI) is real and the company is expected to achieve continuous and healthy growth in the next five years. He revealed that customers have asked more about the 2nm process than the 3nm process, showing that the 2nm process is more popular in the market. In the third quarter of 2024, shipments of 3nm, 5nm and 7nm processes accounted for 20%, 32% and 17% of TSMC's total revenue, respectively, with the 3nm process being ....
2024-10-23 16:07:26
TSMC: 2nm process is favored, AI server demand is strong

SSD prices are expected to decline in the fourth quarter of 2024, benefiting consumers

According to the latest research report from TrendForce, the price of client solid state drives (SSDS) could fall by 5% to 10% in the fourth quarter of 2024. This trend is due to the double impact of increased production and weaker demand, which will benefit consumers from more competitive prices. In addition, other NAND flash products, such as eMMC/UFS and 3D NAND wafers, are also expected to see price adjustments before the New Year. However, buyers of enterprise-class SSDS may face a small price increa....
2024-10-22 18:12:26
SSD prices are expected to decline in the fourth quarter of 2024, benefiting consumers

Amazon AI chips win big orders, challenge GPU market

Amazon has entered into a five-year partnership with startup Databricks, which aims to reduce the cost of building artificial intelligence capabilities for businesses. Databricks will use Amazon's Trainium AI chip to power its service, helping businesses customize or build AI models. Amazon claims it's cheaper to use its own chips than Nvidia's Gpus, which dominate the market. For Amazon, the partnership means further solidifying its position as a neutral AI technology provider that enables businesses to us....
2024-10-16 16:23:39
Amazon AI chips win big orders, challenge GPU market

Tesla driverless taxi, the fastest production in 2026

At the "We, Robot" conference held in the United States, Tesla officially launched the Robotaxi, a driverless taxi, and named it Cybercab. Tesla CEO Elon Musk introduced the futuristic vehicle at the launch event. The biggest feature of Cybercab is that it is completely driverless, with no steering wheel or pedals in the car, which not only greatly improves safety, but also allows passengers to relax or handle affairs during the driving process, greatly optimizing the travel experience. Musk said that the f....
2024-10-12 14:48:54
Tesla driverless taxi, the fastest production in 2026

Celis turned a profit, with a pre-profit of 3.5 billion yuan to 4.1 billion yuan in the first three quarters

On October 10, Celes announced its performance forecast for the first three quarters of 2024, showing that the company ushered in a significant performance rebound. Data show that Celes is expected to achieve operating revenue of 103 billion to 110 billion yuan in the first three quarters, an increase of 518% to 559%. The company's net profit has successfully turned from a huge loss in the same period last year, and is expected to achieve a net profit of 3.5 billion to 4.1 billion yuan. In the same period....
2024-10-12 14:41:27
Celis turned a profit, with a pre-profit of 3.5 billion yuan to 4.1 billion yuan in the first three quarters

General Motors speeds up development of Level 3 autonomous driving

General Motors recently announced that it is fully advancing the development of its Level 3 autonomous driving system, which aims to achieve an autonomous driving experience in certain scenarios without constant monitoring by the driver. Senior Vice President Dave Richardson pointed out in an interview with foreign media that the current self-driving technology of most automakers is still limited to Level 2, and drivers must keep their eyes on the road. Gm's Super Cruise system is the market-leading L2 so....
2024-10-09 19:52:51
General Motors speeds up development of Level 3 autonomous driving

Meta AR glasses Orion: AI+Micro LED leads the future vision

Meta's latest AR glasses, Orion, have attracted a lot of attention for their high production cost (nearly $10,000) and cutting-edge technology. The glasses are mainly used for demonstration and internal development at the beginning, using Micro LED optical waveguide technology, and the Micro display is provided by the domestic Micro LED manufacturer JBD. Orion glasses are unique in the display, using silicon carbide lenses instead of traditional glass, effectively eliminate optical artifacts, improve the ....
2024-09-29 12:32:34
Meta AR glasses Orion: AI+Micro LED leads the future vision

Bytedance's self-developed AI chip will be mass-produced by TSMC before 2026

TikTok's parent company ByteDance is speeding up the development of its own artificial intelligence chips in an effort to boost its competitive edge in China's artificial intelligence chatbot market, according to people familiar with the matter. Two people familiar with the matter confirmed that ByteDance plans to work with chipmaking giant TSMC to achieve mass production of two self-developed semiconductor chips by 2026. The move could reduce ByteDance's reliance on expensive Nvidia chips to develop and ru....
2024-09-24 12:23:55
Bytedance's self-developed AI chip will be mass-produced by TSMC before 2026

Apple's iPhone 16 sells well and looks forward to breakthroughs in next-generation chip technology

In the case of Apple's iPhone 16 series, the industry is full of expectations for the future development of mobile phone processors. Tianfeng International Securities analyst Guo Ming𠫓¹ revealed that Apple's planned iPhone 17 series next year will be equipped with chips using TSMC's enhanced 3nm process, while the iPhone 18 Pro launched in 2026 is expected to use a more advanced 2nm At present, TSMC's 3nm process production capacity is facing high demand, and has expanded three times thi....
2024-09-24 12:17:19
Apple's iPhone 16 sells well and looks forward to breakthroughs in next-generation chip technology

81.5 billion! Wen Ye's performance rose 61.87% in August

On September 10, semiconductor distributor Wen Ye announced its revenue in August. Revenue in August was NT $81.54 billion (about 11.462 billion yuan), an increase of 61.87% from the same period last year and a decrease of about 14.35% from the previous month, the third highest in the calendar year. Cumulative consolidated revenue in the first eight months of NT $613.039 billion (about 135.543 billion yuan), an increase of 79.29% over the same period last year. In the third quarter, Wenye mainly benefited....
2024-09-12 17:08:11
81.5 billion! Wen Ye's performance rose 61.87% in August

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