Competitive Landscape

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Jan_25

TrendForce LED Lighting Market Dynamics Monthly Report－January 2025

NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

TrendForce forecasts a continued slump in the NAND Flash market in 2025, driven by weak demand and oversupply, leading to price declines. To stabilize the market, Micron has initiated production cuts,...

Humanoid Robot Market Bulletin_20250117

At CES 2025, NVIDIA CEO Jensen Huang delivered the opening keynote, unveiling the Cosmos world model aimed at accelerating innovation in robotics and autonomous vehicle technology. He also introduced...

Outlook for Network IC Design: Growing Demand for Wi-Fi 7 (Presentation)

1. Wi-Fi 7: Development and Market Outlook 2. Wi-Fi 7: Applications 3. Wi-Fi 7: Key Technical Features 4. Wi-Fi 7: Chips and Market Outlook 5. Major Wi-Fi IC Design Houses’ Deployment 6. TRI’s Vi...

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

TrendForce indicates that the US export control updates on January 16th extend KYC review standards to packaging technologies and expand controls to logic ICs at 16/14nm and below, 3D NAND with 128+ l...

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

TrendForce indicates that NVIDIA will increase shipments of Blackwell GPUs featuring CoWoS-L in 2025, while US trade restrictions may reduce demand for CoWoS-S. NVIDIA's adjusted CoWoS order...

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

TrendForce indicates that foundry capacity utilization in 1Q25 is exceeding expectations due to geopolitical risks and Chinese subsidies. Despite weak end-market demand for consumer electronics, the s...

AI Chips to Extricate Smartphone Market from Negative Growth and Gradually Become Market Mainstream

In recent years, the global consumer market has experienced sluggish demand due to inflation and the overall economic uncertainty caused by the pandemic, marking the end of the high-growth trend for s...

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with N...

Humanoid Robot Market Bulletin_20250103

The entire lineup of humanoid robots and small-sized interactive robots showcased at 2024 NVIDIA GTC in March left a profound impression among attendees, where AI-enabled capabilities have ascended th...

Humanoid Robot Quarterly Report－1Q25

1. Analysis on Dynamics of Major Manufacturers 2. Key Product Specifications 3. Analysis on Key Components 4. Dynamics of Key Component Suppliers 5. Quarterly Development of the Industry

MLCC Price Dec. 2024

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...

The Development and Forecast of EV Traction Inverters and Power Semiconductors

In 2024, global sales of EV traction inverters are projected to reach 27 million units, representing an annual growth rate of 14% and highlighting continued market expansion. Technological advancement...

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Dec_24