AWS announced significant cloud developments and custom chip design progress at its major conference in the US this week. The company’s next-generation 3nm chip, Trainium 3, is set to launch in 2025, with industry sources suggesting Taiwan-based ASIC company Alchip will lead its development. Additionally, AWS is reportedly finalizing a long-term ASIC collaboration agreement with Marvell, demonstrating strong market demand. Industry insiders remain optimistic about the ASIC market’s long-term prospects.

The expansion of US trade sanctions against Chinese semiconductor firms has raised concerns among Taiwanese companies regarding their business relationships with Chinese customers and partners, according to industry sources.

12月5日消息，面板厂群创光电董事长洪进扬今天表示，明年电视面板需求稳定，可望小幅成长，笔电面板则有换机需求，包括人工智能（AI）相关的边缘运算，面板业审慎乐观，车用市场则不排除海外设厂。