Competitive Landscape

Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

TrendForce reports that global top 10 foundries achieved record-high revenue of US$34.9 billion in 3Q24, a 9.1% QoQ growth, driven by strong advanced node demand and policy stimulus in China. TSMC&amp...

TrendForce's Analysis Report on the 2024 Chinese SiC Power Device Market

1. Current Status of the Power Device Industry in China 2. Analysis on China’s SiC Substrate Market 3. Analysis on China’s Epitaxial Wafer Market 4. Analysis on China’s SiC Power Device Market 5....

MLCC Price Nov. 2024

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...

Trump’s Impact on Trade and Energy Policies between China and the U.S.

Since the Trump administration initiated the U.S.-China trade war during its first term, the U.S. has imposed a series of extensive tariffs on China. This has not only profoundly altered global supply...

AMOLED Technology and Market Status_2H24

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Nov_24

S1 Monthly LCD TV Panel Supply Chain Oct_24

MLCC Market Outlook 3Q24~4Q24

1. Overview of Global Macroeconomic Conditions in 3Q24 2. Market Shares of Top 10 MLCC Suppliers in 3Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 p...

S2 Monthly Notebook Panel Supply Chain Oct_24

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

TrendForce reports that enterprise SSD revenue surged by 28.6% QoQ in 3Q24, driven by AI demand, with both prices and shipments increasing. Demand for ≥60TB SSDs is expected to rise in 2025, and suppl...

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...

Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

TrendForce reports that the NAND Flash industry revenue grew by just 4.8% QoQ in 3Q24, as strong enterprise SSD demand drove significant price increases, but consumer storage demand remained weak. The...

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...

Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

The global public charging market is undergoing rapid development with the growing adoption of NEVs, particularly in major markets like China, Europe, and the US. China’s, the world’s largest NEV mark...