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The Latest Breaking News from Trendforce

Nvidia became world's largest fabless chip designer by revenue in 2023 thanks to AI boom

Nvidia leaps past Qualcomm, Broadcom, and AMD in Top 10 rankings of IC design houses.

Tom’s Hardware

Nvidia overtakes Qualcomm to become the biggest chip designer by revenue, which should give Jensen plenty to smile about

The relentless march of Team Green continues.

PC Gamer

Explosive HBM demand fueling an expected 20% increase in DDR5 memory pricing — demand for AI GPUs drives production cuts for standard PC memory

As demand for high bandwidth memory increases, DRAM prices are poised to go up, too, as chipmakers shift priorities to HBM production for AI GPUs.

Tom’s Hardware

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SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out

Demand for high-performance processors for AI training is skyrocketing, and consequently so is the demand for the components that go into these processors. So much so that SK hynix this week is very publicly announcing that the company's high-bandwidth memory (HBM) production capacity has already sold out for the rest…

AnandTech

Report: Seagate, Western Digital Hike HDD Prices Amid Surge In Demand

Seagate Technology has reportedly notified its customers abouts its plans to raise prices on new hard drive orders and for demands that exceed prior agreements, echoing a similar move by Western Digital, which increased its prices earlier this month. These changes come in response to a surge in demand for…

AnandTech

More memory price increases blamed on Taiwan earthquake, but hikes were happening months before, and major manufacturers aren't based in Taiwan

TrendForce reports continued increases in memory prices for NAND and DRAM, pointing at the Taiwan earthquake and hugely increased demand as root causes. Several major manufacturers aren't even based in Taiwan, and production cuts last year were intended to bring about higher prices.

Tom’s Hardware

Taiwanese chipmaking bounces back after last week's 7.4 magnitude earthquake

Chip makers were well prepared.

PC Gamer

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Report: Impact of Taiwanese Earthquake on DRAM Output to be Negligible in Q2

Following the magnitude 7.2 earthquake that struck Taiwan on April 3, 2024, there was immediate concern over what impact this could have on chip production within the country. Even for a well-prepared country like Taiwan, the tremor was the strongest quake to hit the region in 25 years, making it…

AnandTech

AMD Instinct MI350 with upgraded 4nm process node and HBM3E may launch later this year, according to analyst firm

AMD's Instinct MI350 with revamped memory configuration might come in the second half of 2024, according to analyst firm TrendForce.

Tom’s Hardware

DRAM pricing and supply seems largely unaffected by Taiwan earthquake, firm claims

TrendForce reports on the status of DRAM manufacturers following the April earthquake that occurred in Taiwan.

Tom’s Hardware

Western Digital confirms HDD and NAND flash shortages, warns partners of higher pricing

Western Digital messaged partners to inform them of supply constraints and rising prices amidst tumultuous industry conditions. Prices could increase by 10% for HDDs, more for NAND.

Tom’s Hardware

Samsung is raising SSD prices — but it could be for a good reason, as AI boom starts to reach its peak

Samsung is raising the prices of enterprise SSDs be 20-25% in Q2, with other manufacturers expected to follow suit.

TechRadar

Major Taiwan earthquake temporarily halts production at Nvidia and AMD chipmaker

The earthquake is one of the largest in Taiwan's history, leaving at least seven dead and more trapped.

PC Gamer

Client SSD pricing to increase by up to 15% in Q2 2024, say industry analysts

There will be further double-digit NAND flash contract price increases in Q2 2024, says an industry analyst report. Client SSDs could climb up 15% before the quarter is over.

Tom’s Hardware

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AnandTech

HBM Revenue Poised To Cross $10B as SK hynix Predicts First Double-Digit Revenue Share

Offering some rare insight into the scale of HBM memory sales – and on its growth in the face of unprecedented demand from AI accelerator vendors – the company recently disclosed that it expects HBM sales to make up "a double-digit percentage of its DRAM chip sales" this year. Which…

Tom’s Hardware

NAND production cuts result in higher SSD pricing, fueling 25% revenue growth for memory makers

The NAND flash market saw 24.5% higher revenue in Q4 than it did in Q3, signaling that demand and prices are still rising.

TechRadar

Report: Apple has 90% of lucrative 5K+ display market — could be selling hundreds of thousands Studio Display and Pro Display XDR per year

The big monitor manufacturers saw declines in shipments last year, but Apple dominates the 5K+ display market.

Tom’s Guide

iPhone 16 Pro just tipped for a big camera upgrade — and it's stolen from the Max

A leak from a Taiwanese company has stated that the iPhone 16 Pro series will see the same tetraprism 5x zoom lens as the iPhone 15 Pro max

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iMore

iPhone 16 Pro will likely get one of the premium iPhone 15 Pro Max features

The iPhone 16 Pro could get the 15 Pro Max's Tetraprism lens, bringing the best camera system to the smaller Pro device.

Tom’s Hardware

PC DRAM prices projected to rise 10% to 15% in Q1 2024 — manufacturers continue to hold back production

PC DRAM spot prices are estimated to rise 10-15% in Q1 2024, but Mobile DRAM will be hit even harder. Market uncertainty and manufacturers holding back production are to blame.

Tom’s Guide

Mac Studio with M3 Ultra could be on the way — but the Mac Pro could miss out

Report suggests WWDC launch for souped-up mini-computer, but there’s no mention of the Mac Pro getting the same upgrade.

TechRadar

The M3 Ultra could debut this year – but is Apple leaving the Mac Pro out in the cold?

A new report claims an M3 Ultra Mac Studio is coming, but there’s no mention of the Mac Pro.

Tom’s Hardware

SSD prices predicted to skyrocket throughout 2024 — TrendForce market report projects a 50% price hike

A report from TrendForce anticipates a 50% increase in NAND flash prices in the near term, which will further boost SSD prices.

Tom’s Guide

Apple Watch Ultra just tipped with microLED display — this is huge

But the larger microLED toting wearable isn’t expected until 2026, according to a new supply-chain report.

Broadcasting & Cable

Smart TV Shipments Have Fallen to a Decade Low in 2023, While China's Hisense and TCL Are Running Down Market Leader Samsung (Yes, Charts)

Global smart TV shipments have declined the last five years amid decelerating consumer demand

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