As Trump threatens to impose new tariffs on countries like Mexico, Canada and China, the storm is gradually impacting upstream players in the semiconductor industry. According to Commercial Times, Taiwan’s electronic manufacturing services (EMS) industry begins to feel headwinds, as ASIC companies...

As Donald Trump threatens to impose tariffs on Chinese imports from his first day in office, how to reduce dependence on China’s tech materials becomes a top priority for Asian countries like Japan and South Korea, which are heavily involved in semiconductors. According to a report by Nikkei, both...

Intel has recently announced that it will discontinue integrating DRAM into CPU packaging following Lunar Lake (LNL). However, this actually reveals deeper issues: Intel’s crisis in product planning and organizational decision-making. TrendForce's latest analysis points out that this setback...

According to a report from MoneyDJ, citing Nikkei, Microsoft, HP, and Dell are reportedly stockpiling electronic components in anticipation of increased tariffs on Chinese goods, expected to take effect once Donald Trump assumes office in January. The report states that Microsoft has instructed i...

中國國家統計局於11/27公布的數據顯示，中國10月工業利潤在政策刺激下略有好轉。 中國 10 月工業利潤年減10.0%，較前一個月的-27.1%回升17.1個百分點；1-10月的累計年減4.3%，較 1-9 月下滑0.8個百分點。 從細項來看，高技術製�...