Competitive Landscape

The Rise of AI Drives New Competition in the IC Design Industry (Presentation) | TrendForce

The Rise of AI Drives New Competition in the IC Design Industry (Presentation)

Sep 26, 2024 | PDF

1. AI Models and Technologies Used 2. The Relationship Between Computing and ICs 3. The Impact of AI on the IC Industry 4. AI Deployment by Major IC Design Companies 5. TRI’s View

Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025 | TrendForce

Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

Sep 25, 2024 | PDF

TrendForce indicates that while Samsung, SK Hynix, and Micron have all sampled HBM3e 12hi products, challenges remain in yield ramp-up and qualification, leaving uncertainty over the risk of HBM overs...

Key to Subversion of Telecom Industry – Development Trends and Commercial Opportunities of Generative AI in Telecom Industry | TrendForce

Key to Subversion of Telecom Industry – Development Trends and Commercial Opportunities of Generative AI in Telecom Industry

Sep 19, 2024 | PDF

The explosive surge of generative AI (gen AI) has prompted global telecom operators to successively incorporate large language models (LLMs), and develop various services related to gen AI application...

CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand | TrendForce

CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

Sep 13, 2024 | PDF

TrendForce indicates that DDR4 and LPDDR4X prices are facing downward pressure due to sluggish consumer demand and CXMT's capacity expansion. Demand for DDR4 in PC, server, and consumer elect...

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain | TrendForce

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Sep 11, 2024 | PDF

TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projec...

Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand | TrendForce

Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

Sep 06, 2024 | PDF

Taiwans’ largest industrial-themed exhibition series, Intelligent Asia 2024, kicked off in late August for a four-day event. Out of the sub-exhibitions, the Taiwan Robotics and Smart Automation Exhibi...

FOPLP to Accommodate Different Types of Suppliers with Market Segmentation | TrendForce

FOPLP to Accommodate Different Types of Suppliers with Market Segmentation

Sep 04, 2024 | PDF

(a) incentives for chip makers to adopt FOPLP solution: AI GPU makers pursuing chip packaging size expansion could adopt chip-last solution, while power IC and RF IC makers pursuing packaging cost red...

Mobile DRAM Industry Analysis-3Q24 | TrendForce

Mobile DRAM Industry Analysis-3Q24

Sep 02, 2024 | PDF

In 2Q24, global smartphone production totaled 286 million units, reflecting a QoQ decline of 3.4% but a YoY increase of 5.2%...

DRAM Industry Analysis-3Q24 | TrendForce

DRAM Industry Analysis-3Q24

Aug 30, 2024 | PDF

The quarterly total revenue of the global DRAM industry reached US$22.9 billion for 2Q24, marking a QoQ increase of 24.8%...

HBM Market Dynamics and Forecast - 3Q24 | TrendForce

HBM Market Dynamics and Forecast - 3Q24

Aug 30, 2024 | PDF

The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...

MLCC Price Aug. 2024 | TrendForce

MLCC Price Aug. 2024

Aug 30, 2024 | PDF

Inflation in the US continues on a cooling trajectory, with the latest data from the US Bureau of Labor Statistics showing a 2.9% YoY increase in the CPI for July and a 3.2% YoY increase in the core C...

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Aug_24 | TrendForce

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Aug_24

Aug 27, 2024 | ZIP

S1 Monthly LCD TV Panel Supply Chain Jul_24 | TrendForce

S1 Monthly LCD TV Panel Supply Chain Jul_24

Aug 27, 2024 | EXCEL

Gen AI-Empowered Smartphones to Constitute New Market Opportunities | TrendForce

Gen AI-Empowered Smartphones to Constitute New Market Opportunities

Aug 27, 2024 | PDF

The advent of Generative AI has ushered in a wave of AI-driven innovations, and introduced new opportunities to smartphones. Major brands are incorporating AI-related features into their flagship mode...

S2 Monthly Notebook Panel Supply Chain Jul_24 | TrendForce

S2 Monthly Notebook Panel Supply Chain Jul_24

Aug 26, 2024 | EXCEL

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