Insights
In Q3, TV panel purchasing momentum is strong, with an estimated 7~8% growth by QoQ. Manufacturers are confident in raising prices due to increased demand, aiming to turn TV panel production profitable. As a result, TV panel prices are expected to continue rising, with increases of 2~8 USD for diffe...
In-Depth Analyses
According to research conducted by TrendForce, the much-anticipated Micro LED version of the Apple Watch is facing yet another delay and is now expected to be launched in the first quarter of 2026. The primary reason behind this delay is believed to be the need for reconfiguring the production suppl...
Insights
DRAM Spot Market The situation in the spot market has not noticeably changed from last week and is still showing sluggish demand. Additionally, as mentioned in previous bulletins, there has been an influx of chips stripped from decommissioned server DRAM modules. These chips primarily come from the...
Insights
According to media reports, in response to the booming demand in the artificial intelligence market, TSMC has altered its Kaohsiung factory plan. Originally scheduled for a 28-nanometer mature process, the factory will now be equipped with a 2-nanometer advanced process, with mass production expecte...
Insights
In the continued sluggish consumer electronics market and amidst the booming era of artificial intelligence, semiconductor manufacturers are actively targeting high-performance chips and intensifying the competition over the 2nm process node. TSMC, Samsung, and the newcomer Rapidus are all active...