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2021-10-13

Taiwanese Server ODMs Expected to Account for About 90% of Global Server Production in 2021 by Expanding Production Capacities Outside of Domestic China, Says TrendForce

Escalating trade tensions between the US and China, rising geopolitical issues, increased tariffs, and uncertainties stemming from the COVID-19 pandemic’s emergence last year have compelled server ODMs to actively shift their operations closer to clients as well as engage in risk mitigation strate...

2021-10-13

EDA Expected to Become Primary Focus of Development under China’s New IC Policies

TrendForce’s investigations show that, among the three categories in the upstream semiconductor supply chain, which consist of semiconductor manufacturing equipment, materials, and EDA, China made the most progress regarding self-sufficiency in semiconductor equipment, followed by materials, with ...

2021-10-12

DRAM Prices Projected to Enter Period of Downswing in 2022 as Demand Lags Behind Supply, Says TrendForce

DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations. This decline can be attributed to not only the declining procurement activities of DRAM buyers going forwa...

2021-09-30

Navitas Takes Leadership Position in 2021 Ranking of GaN Power Devices Manufacturers with 29% Market Share by Shipment, Says TrendForce

Demand for fast chargers used for various consumer electronics has been quickly rising. For instance, smartphone brands such as Xiaomi, OPPO, and Vivo led the industry by releasing fast chargers in 2018, subsequently gaining consumer acceptance via their fast chargers’ competitive advantages in co...

2021-09-30

Unchanged Prices or Slight Price Hike Expected for Driver ICs in 4Q21 Amidst Falling Panel Prices and Rising Foundry Service Prices, Says TrendForce

Display panels contain certain semiconductor parts, including driver ICs, TCONs, and LCD PMICs; the price trends of these ICs used in different applications depend on their respective supply and demand situations. Not only has demand for driver ICs used for TVs, Chromebooks, and consumer IT displays...

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