• Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs, Redefining the Market Landscape, Says TrendForce


    TrendForce’s latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs, with new iterations being released every one to two years. In China, the AI server market is adjusting to new US export controls introduced


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  • Top 10 OSAT Companies of 2024 Revealed—China Players See Double-Digit Growth, Reshaping the Global Market Landscape, Says TrendForce


    TrendForce’s latest report on the semiconductor packaging and testing (OSAT) sector reveals that the global OSAT industry in 2024 faced dual challenges from accelerating technological advancements and ongoing industry consolidation. While ASE holdings and Amkor


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15 May 2025

Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs, Redefining the Market Landscape, Says TrendForce

TrendForce’s latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs, with new iterations being released every one to two years. In China, the AI server market is adjusting to new US export controls introduced in April 2025, which are expected to reduce the share of imported chips (e.g., from NVIDIA and AMD) from 63% in 2024 to around 42% in 2025.

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13 May 2025

Top 10 OSAT Companies of 2024 Revealed—China Players See Double-Digit Growth, Reshaping the Global Market Landscape, Says TrendForce

TrendForce’s latest report on the semiconductor packaging and testing (OSAT) sector reveals that the global OSAT industry in 2024 faced dual challenges from accelerating technological advancements and ongoing industry consolidation. While ASE holdings and Amkor maintained leading positions, OSAT providers from China, such as JCET and HT-Tech, saw strong double-digit revenue growth—supported by government policies and domestic demand—posing a growing challenge to the existing market order.

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12 May 2025

Global SiC Substrate Revenue Declines 9% in 2024; Long-Term Demand Remains Strong as 8-Inch Roadmap Gains Momentum, Says TrendForce

TrendForce’s latest research shows that weakening demand in the automotive and industrial sectors has slowed shipment growth for SiC substrates in 2024. At the same time, intensifying market competition and sharp price declines have pushed global revenue for N-type SiC substrates down 9% YoY to US$1.04 billion.

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15 May 2025

Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs, Redefining the Market Landscape, Says TrendForce

TrendForce’s latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs, with new iterations being released every one to two years. In China, the AI server market is adjusting to new US export controls introduced in April 2025, which are expected to reduce the share of imported chips (e.g., from NVIDIA and AMD) from 63% in 2024 to around 42% in 2025.

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13 May 2025

Top 10 OSAT Companies of 2024 Revealed—China Players See Double-Digit Growth, Reshaping the Global Market Landscape, Says TrendForce

TrendForce’s latest report on the semiconductor packaging and testing (OSAT) sector reveals that the global OSAT industry in 2024 faced dual challenges from accelerating technological advancements and ongoing industry consolidation. While ASE holdings and Amkor maintained leading positions, OSAT providers from China, such as JCET and HT-Tech, saw strong double-digit revenue growth—supported by government policies and domestic demand—posing a growing challenge to the existing market order.

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12 May 2025

Global SiC Substrate Revenue Declines 9% in 2024; Long-Term Demand Remains Strong as 8-Inch Roadmap Gains Momentum, Says TrendForce

TrendForce’s latest research shows that weakening demand in the automotive and industrial sectors has slowed shipment growth for SiC substrates in 2024. At the same time, intensifying market competition and sharp price declines have pushed global revenue for N-type SiC substrates down 9% YoY to US$1.04 billion.

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8 May 2025

OLED Monitor Shipments Surge 175% YoY in the First Quarter; ASUS Rises to Second Place, Says TrendForce

TrendForce’s latest investigation reveals that global OLED monitor shipments remain in rapid growth mode. With brands actively launching new models, shipments hit a record high of approximately 507,000 units in 1Q25, marking a 175% YoY increase. Thanks to strong demand—particularly for 27-inch UHD models—shipments in 2Q25 are expected to climb to 650,000 units. For the full year, shipments are projected to reach 2.58 million units, up 81% YoY, raising OLED’s penetration rate in the overall monitor market to 2%.

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28 April 2025

Panel Driver IC Price Decline Slows in 1H25; Gold Prices, China Subsidies, and U.S.-China Tariffs Emerge as Key Variables, Says TrendForce

TrendForce’s latest investigation finds that China’s subsidy policies and rising concerns over reciprocal tariffs are reshaping brand strategies in the panel market, indirectly influencing price trends for panel driver ICs.

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16 April 2025

QD-OLED to Account for 73% of OLED Monitor Shipments in 2025, Driven by Advancing Technology and New Products, Says TrendForce

TrendForce’s latest investigations reveal that ongoing advancements in OLED displays are propelling the growth of QD-OLED monitor shipments. QD-OLED’s share of OLED monitor shipments is expected to rise from 68% in 2024 to 73% in 2025, highlighting its strong competitiveness in the high-end monitor market. Driven by growing market demand, more brands and product lines are expected to adopt QD-OLED to deliver superior image quality and refresh rates for gamers and professional users.

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24 February 2025

Ennostar Consolidates Resources to Drive High-Value Optical Semiconductors Applications in 3+1 Key Areas, Says TrendForce

LED

In an effort to optimize its organizational structure and accelerate its optical semiconductors business, Ennostar announced on February 21st, 2025, the merger of its subsidiaries—Epistar and Lextar Electronics—under the unified brand of Ennostar Corporation.

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20 January 2025

LiDAR Market Projected to Reach US$5.352 Billion by 2029 Thanks to Advanced Autonomous Driving and Logistics Demand, Says TrendForce

LED

TrendForce’s latest report, “2025 Infrared Sensing Application Market and Branding Strategies,” reveals that LiDAR is gaining traction in automotive markets—including passenger vehicles and robo-taxis—as well as in industrial applications such as robotics, factory automation, and logistics. Propelled by advancements in Level 3 and higher autonomous driving systems and logistics solutions, the global LiDAR market is forecast to grow from US$1.181 billion in 2024 to $5.352 billion in 2029, achieving a robust CAGR of 35%.

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3 December 2024

AR and Automotive Applications to Drive Micro LED Chip Revenue to US$489.5 Million by 2028, Says TrendForce

LED

TrendForce reports that the revenue from Micro LED chips is projected to reach approximately US$38.8 million in 2024, with large displays remaining the primary source of contribution. Looking ahead, breakthroughs in technical bottlenecks are on the horizon, while applications in automotive displays and the increasing maturity of full-color AR glasses solutions are expected to propel Micro LED chip revenue to $489.5 million by 2028.

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27 March 2025

China’s Installation Rush Expected to Drive Up Solar Industry Prices in 2Q25, Says TrendForce

TrendForce’s latest findings reveal that government incentives in China are boosting overall solar demand and creating a sense of supply tightness in the PV module market. This surge is expected to trigger a moderate demand peak in March and April 2025, likely pushing prices across the solar value chain higher in the second quarter.

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13 March 2025

EV Solid-State Battery Validation Accelerates in the U.S. and Europe, Mass Production Expected to Gradually Begin by 2026, Says TrendForce

TrendForce’s latest research reveals that solid-state batteries are emerging as the next-generation battery technology with high commercial potential. Manufacturers across the U.S., Europe, and other global markets are accelerating large-scale production development and performance validation for automotive applications.

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4 February 2025

Semi-Solid State Battery Adoption in EVs Gradually Rises, Projected to Exceed 1% Market Penetration by 2027, Says TrendForce

TrendForce’s latest research highlights that semi-solid state batteries—an emerging battery technology combining the advantages of traditional liquid electrolyte batteries and solid-state batteries—entered trial production before 2020. However, high production costs and limited technological maturity have led the adoption rate of semi-solid state batteries in EVs to fall below initial market expectations.

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30 April 2025

TV Brands May Pass U.S. Tariff Costs to Consumers; 2025 Shipments Expected to Drop 0.7%, Says TrendForce

TrendForce’s latest research indicates that U.S. reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum. Meanwhile, China’s “trade-in” subsidy program in late 2024 had already pulled forward some demand, and despite the program’s extension into 2025, it is unlikely to stimulate additional purchases. Consequently, TrendForce projects global TV shipments in 2025 to decline by 0.7% YoY to 196.44 million units.

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22 April 2025

Notebook Industry Remains Cautious Amid Tariff Negotiations; 2025 Brand Shipments Growth Revised Down to 1.4%, Says TrendForce

TrendForce’s latest research reveals that although the U.S. has granted a 90-day grace period before implementing reciprocal tariffs—offering temporary relief for notebook brands—the broader market remains clouded by policy and economic uncertainty. Brands began frontloading inventory in late 2024, pushing Q4 shipment growth to 5.1%, with 1Q25 seeing a 7.2% YoY increase.

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9 April 2025

Tariff Uncertainty Weighs on Display Demand, Pricing, and the Supply of AMOLED Materials, Says TrendForce

TrendForce reports that the U.S. began implementing reciprocal tariffs on April 9th, based largely on trade deficits. Consequently, Asia—particularly Southeast Asia, a key hub for the consumer electronics supply chain—has been significantly impacted. The display industry now faces potential tariffs on optical films and AMOLED organic light-emitting materials, which may drive up material costs. Meanwhile, end-user demand could weaken, and prices for finished products may rise.

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5 March 2025

U.S. and Indian Telecom Operators Accelerate FWA Deployment, Global Market to Reach US$72 Billion in 2025, Says TrendForce

TrendForce’s latest report, “Breakthrough Opportunities in the 5G Era: Global Telecom FWA Deployment and Business Prospects for Taiwanese Manufacturers,” shows the global fixed wireless access (FWA) market is projected to grow 33% YoY, reaching US$72 billion in 2025.

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21 November 2024

TrendForce: Unveiling New Opportunities in Tech Innovation for 2025

TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:

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14 March 2024

US Satellite Direct-to-Device Market Expected to Hit US$6.5 Billion by 2027, Taiwanese PCB and Antenna Manufacturers Set to Enter Supply Chain, Says TrendForce

TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.

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9 May 2025

Mitsubishi Accelerates Electrification, Foxconn Expands Global EV Footprint—A Mutually Beneficial Partnership, Says TrendForce

Mitsubishi Motors has signed a MOU with Foxconn subsidiary Foxtron Vehicle Technologies to supply EVs for the Australian and New Zealand markets starting in 2026. TrendForce reports that this move not only marks a concrete step in Mitsubishi’s electrification roadmap but also represents a strategic pivot in response to rapid market changes. For Foxconn, having its contract design and manufacturing service (CDMS) model recognized by a global automaker is a milestone with far-reaching implications for future business expansion.

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6 May 2025

Localized Automation Becomes a Tariff Storm Safe Haven, but U.S. Smart Factory Build-Out Costs Far Exceed China’s, Says TrendForce

TrendForce’s latest “Human-Machine Technology Report” points out that although the 90-day delay on the U.S. reciprocal tariffs announced by the Trump administration in early April 2025 offers temporary relief, it has already triggered lasting shifts in global manufacturing and supply chain strategies. The post-pandemic landscape and geopolitical tensions had already prompted a move away from long, global supply chains toward shorter, regionalized models. The added uncertainty of tariffs is now forcing companies to reassess manufacturing footprints and supply risks as they accelerate the search for resilient strategies.

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10 April 2025

Ford and Honda’s North American Capacity Buffers Tariff Impact; U.S. Content Becomes a Shared Challenge, Says TrendForce

On April 2nd, the U.S. officially implemented reciprocal tariffs, though not extended to the automotive industry in general. According to TrendForce’s latest research, the US has applied a 25% surcharge to imported passenger cars and light trucks as planned. A similar 25% tariff on auto parts is set to take effect by May 3rd.

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26 June 2024

Rising Penetration Rate of Satellite Services Drives Component Manufacturers into Satellite Supply Chains; Global Market Value Expected to Reach US$357 Billion by 2025, Says TrendForce

TrendForce’s latest report, "Key Drivers of Satellite Industry Development: Strategies and Challenges of Major LEO Satellite Suppliers,” reveals that the rising penetration rate of LEO satellite services is urging component manufacturers across the globe to integrate into the supply chains of Starlink and OneWeb. The global satellite market value is projected to grow from $283 billion in 2021 to $357 billion by 2025, at a CAGR of 2.6%.

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In-Depth Analyses


16 May 2025

Daily Express May.16,2025 Spot Market Today

In today's DRAM spot market, quotations of DDR4 512×16 branded chips continue to be revised downward. Most buyers remain cautious with low purchase intent, overall demand order visibility is limited, and actual trading activity remains subdued. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 remains at USD 2.138, and the average price of DDR4 512x8-2400/2666 rem

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15 May 2025

Daily Express May.15,2025 Spot Market Today

In today's DRAM spot market, the market momentum remains quiet, with most buyers taking a wait-and-see approach. Buyer demand is weak, and overall chip quotations remain stable. As a result, transaction outcomes were unfavorable. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 2.138, and the average price of DDR4 512x8-2400/2666 rises to USD 1.468. The average

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Daily Express May.14,2025 Spot Market Today

14 May 2025

In today's DRAM spot market, overall momentum remained subdued. Only DDR4 1Gx8 3200 branded chips continued to receive stable support from actual orders. As for DDR4 512x16, due to a rapid price increase in the earlier period, the price trend has started to slow down, and buyers have become less willing to bid higher, resulting in limited final transaction volume. In the mainstream category, t


Daily Express May.13,2025 Spot Market Today

13 May 2025

In today's DRAM spot market, there is still some demand for DDR4 8G chips, but the factory target prices have not increased. Overall, buying sentiment has slightly slowed down. In the afternoon, quotations for certain chip capacities have slightly decreased. The transaction performance is unsatisfactory. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 2.105, a


Daily Express May.12,2025 Spot Market Today

12 May 2025

In today's DRAM spot market, overall DDR4 prices continued to rise, and inquiries for 8G branded chips continued to be released. However, the factory's purchasing enthusiasm was insufficient, mainly inquiring about prices while taking a wait-and-see approach, resulting in limited transaction volume. Overall, trading momentum was subdued. In the mainstream category, the average price of DDR



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