Worldwide Silicon Wafer Shipments and Revenue Start Recovery in Late 2024, SEMI Reports
MILPITAS, Calif. — In the second half of 2024, worldwide silicon wafer demand started to recover from the industry downcycle seen in 2023, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry. Worldwide silicon wafer shipments in 2024 decreased 2.7% to 12,266 million square inches while wafer revenue contracted 6.5% […]
AI Server Growth in 2025 Faces Uncertainties, DeepSeek Effect to Boost AI Inference Share, Says TrendForce
TrendForce’s latest investigations reveal that global AI server shipments grew by 46% in 2024, driven by strong demand from CSPs and OEMs. However, multiple factors, including US chip restrictions, the DeepSeek effect, and supply chain readiness for GB200/GB300 racks, could impact AI server shipments in 2025. TrendForce has outlined the following three scenarios based on […]
How Low-Cost AI Models Are Driving Innovation in the Optical Communication Industry
As the global demand for high-speed, low-latency communication continues to rise, the optical communication industry is undergoing an unprecedented technological transformation. Low-cost AI models, as one of the key driving forces, are profoundly influencing the design, production, and operation of optical communication equipment.