Competitive Landscape

MLCC Market Outlook 2Q24~3Q24

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

AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

AI is becoming increasingly widespread, driving the rapid global expansion of data centers. This growth has led to an elephant flow in the network traffic of data centers, making Ethernet upgrades and...

M2. Quarterly Smartphone Panel Shipment_3Q24

Chinese Companies Benefit from Mature Process Chips, EDA Becomes Focus in Pursuit of Self-Sufficiency

This report explores the impact of US semiconductor export controls on China’s semiconductor industry and analyzes why Chinese manufacturers have more room to maneuver in the mature process segment. T...

Humanoid Robots Maturing, Market Set for Accelerated Expansion Starting in 2025

Benefiting from deep learning and AIGC technologies, humanoid robots have undergone a remarkable transformation after decades of development. With leading companies successively announcing mass produc...

Server Market Report_3Q24

Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain for 2H24 TRI’s View

The Development of the Semiconductor Industry and Geopolitical Strategies in the Age of AI (Presentation)

1. An Overview of the Semiconductor Market 2. Demand & Capacity Utilization 3. Supply & Geopolitical Impact 4. The Semiconductor Market in the Age of AI 5. TRI’s View

MLCC Price Jul. 2024

Even though the traditional peak season has arrived, the US and China, as the world’s two major consumer markets, are facing issues such as slow progress in cooling inflation or recovering from deflat...

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Jul_24

S1 Monthly LCD TV Panel Supply Chain Jun_24

S2 Monthly Notebook Panel Supply Chain Jun_24

Revitalization in Smart Homes: Outlook on Generative AI-Powered Smart Speakers

The increase of smart home appliances and additional projects supported by Matter, as well as the emergence of generative AI, have prompted the improvement of human-computer interaction to be the key...

New Era for Japanese Semiconductor Industry: Innovations and Development Trends under Governmental Interventions (Presentation)

1. New Era for Japanese Semiconductor Industry: Innovations and Development Trends under Governmental Interventions 2. TRI's View

MLCC Price Jun. 2024

In early June, the 2024 Computex, a major global electronics trade show, kicked off in Taipei. Building on the AI industry revolution initiated by NVIDIA last year, this year saw both NVIDIA and AMD,...

Electrification and Intelligence in the Automotive Industry Drive Strong Growth for Automotive Sensors

The global automotive industry is accelerating innovation with a focus on EVs and autonomous driving technology, alongside software-defined vehicles. This vision of safety, efficiency, and sustainabil...