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Rebound in Mini LED Product Shipments to 13.79 Million Units in 2024, Continued Growth Expected Until 2027, Says TrendForce

3 November 2023

TrendForce's "2024 New Mini LED BLU Display Trend Analysis" report reveals that due to declining demand in consumer electronics, shipments of Mini LED products are expected to decrease to 13.337 million units in 2023.

Japan Flexes Its Advantages in Semiconductor Upstream Equipment and Raw Materials, and Unveils Strategic Progress of Key Players in Kyushu, Tohoku, and Hokkaido, Says TrendForce

31 October 2023

TrendForce data showcases that as of 2Q23, Taiwanese firms collectively command a hefty 65% market share in global foundry revenue, with TSMC alone claiming a whopping 56%. This underscores Taiwan’s crucial position globally and has motivated regions worldwide to establish semiconductor industries within their territories while considering a multitude of factors.

Q4 Mobile DRAM and NAND Flash Contract Prices Forecast to Rise, Upward Trend May Continue into 1Q24, Says TrendForce

26 October 2023

TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all—NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter. This quarter is set to star mobile DRAM, traditionally the underperformer in profit margins compared to its DRAM counterparts, as it takes the lead in this round of price increases.

Inflation Impacts Demand for Consumer Electronics, 2022 DRAM Module Makers’ Revenues Fall 4.6%, Says TrendForce

24 October 2023

TrendForce reports that consumer appetite for electronic products took a hit from high inflation, with global DRAM module sales in 2022 reaching US$17.3 billion—a 4.6% YoY decline. Revenue performance varied significantly among module makers due to the different domains they supply. 

New Sanctions to Slash China’s Demand for High-End AI Servers to a Mere 3–4% in 2023, Says TrendForce

19 October 2023

October 17th brings a new round of developments in the ongoing chip war between US and China as the Department of Commerce issued another update to its export control regulations. This time, the update included the targeting of sectors such as semiconductor manufacturing equipment and HPC chips (primarily AI chips) as well as the addition of two new companies onto the Entity List. TrendForce points out that a significant change is the formal inclusion of the NXT:1980Di—which was previously in a grey area—into the list of controlled items. However, since ASML has already been green-lit for shipments post-application, the immediate ripples from this move remain to be seen.


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