Competitive Landscape

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Since Donald Trump's first election as President of the United States, the US has consistently and systematically employed various policy tools to strictly limit China’s access to advance...

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2...

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Apr_25

S1 Monthly LCD TV Panel Supply Chain Mar_25

S2 Monthly Notebook Panel Supply Chain Mar_25

Humanoid Robot Market Bulletin_20250424

On April 1, 2025, Leju Robotics announced that its Kuavo humanoid robots have been deployed in batches at the FAW Hongqi factory, where they are officially taking on logistics sorting and handling tas...

An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

1. Current Status of U.S. Tariffs 2. Vehicle Origin and U.S. Content 3. Analysis of Tariff Impact on Auto Sales 4. TRI’s View

TrendForce LED Lighting Market Dynamics Monthly Report－April 2025

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

"TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recogni...

Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Geopolitical instability has fostered the rising consciousness of sovereign AI in 2025, thus prompting the US, Europe, China, and Japan to successively revitalize their domestic chip industries. These...

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

"TrendForce reports US tariff policy shifts are impacting the memory market. A 90-day grace period announced in April spurred a Q2 surge in DRAM and NAND Flash orders as buyers and sellers rushed...

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

On April 3, 2025, US President Trump announced the implementation of Reciprocal Tariffs. Subsequently, on April 5, the US federal government released a revised document, "Annex III,&a...

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

"TrendForce reports that the introduction of new US tariffs, particularly the 20% ""fentanyl tariff"" on China-made goods, has significantly disrupted the smartphone industry,...

Humanoid Robot Market Bulletin_20250410

In mid-March 2025, Figure AI officially announced its first large-scale humanoid robot production facility, dubbed “Bot Q.” The company’s development team initiated this project after examining the ma...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

TrendForce reports Mexico remains a key location for server and AI production, particularly for US-bound orders, leveraging USMCA exemptions despite US tariff volatility. The new policy favors USMCA-c...