Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to li...
Due to changes in US tariff policies, the global trade environment is shifting towards regionalization and high tariffs. Suppliers face order and profit declines and exchange rate pressures. With weak...
eMMC/UFS contract prices for the third quarter of 2025 are projected to remain flat. Fading policy benefits, tariff impacts, and weak consumer demand limit upward movement. Suppliers are shifting focu...
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden...
Global economic slowdown and trade uncertainties have led suppliers to tightly control capacity and inventories, making market competition more intense and cautious. China's automotive and electric ve...
The DDR4 EOL notice sparked a buying spree, causing significant spot and contract price hikes, especially for DDR4 8/16Gb. Supply-demand imbalance persists with further contract price increases expect...
"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggress...
US-China relations have seen signs of a breakthrough, with the talks in early May leading to significant tariff reductions. Both sides have now reached a consensus that they should avoid “economic dec...
Despite not being directly impacted by the tariff war, MLCC suppliers continue to face significant challenges. Deteriorating economic conditions and international trade tensions have led to a decline...
Since President Trump took office, his administration has continually introduced various tariff and trade measures affecting a wide range of sectors, including raw materials, commodities, automotive p...
After returning to the White House on January 20th, the Trump administration swiftly implemented various policy initiatives through executive orders, focusing on immigration, tariffs, and the terminat...
Recently, major international economic organizations have collectively voiced cautious optimism regarding global economic growth in 2025, projecting a YoY growth rate of between 2.7% and 3.3% for this...
On December 2nd, the US government announced its third wave of export control measures against the Chinese semiconductor industry. This includes adding 140 Chinese companies to the Entity List, extend...
Former US President Donald Trump overwhelmingly won the November presidential election and triumphantly returned to the White House. However, the new administration, with its “America First” policy, p...
The global economic outlook remains uncertain. In the US, despite Federal Reserve initiating interest rate cuts starting in September, the labor market continues to stay robust, pushing the country’s...
