1. Overview of Global Macroeconomic Conditions in 4Q23 2. Market Shares of Top 10 MLCC Suppliers in 4Q23 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Quarterly Shi...
The global silicon/semiconductor intellectual property (IP) market scale came to US$6.7 billion in 2023 at a YoY growth of 8.1%, with soft IP core (including firm IP core) and hard IP core respectivel...
1. Key Developments in Generative AI Products, Services, and Regulatory Standards 2. Analysis of Major CSPs’ 4Q23 and Recent Financial Reports 3. Strategic Deployment of Generative AI by Major CS...
1. Developments in IC Design – Taiwan and Worldwide 2. Smartphone Chipset (Mobile SoC) Market and Suppliers 3. Wi-Fi Chip Market and Suppliers 4. TRI’s View
1. Supply-side Outlook: Server DRAM and CPUs 2. Demand-side Outlook: Server Brands and CSPs 3. Server DRAM Price Trends 4. TRI's View
The US-China trade war has been ongoing for several years, significantly impacting the semiconductor industry due to the US imposing numerous restrictions on China. Semiconductors, essential for smart...
At the start of 2024, Japan was hit by a strong earthquake. There were especially concerns about the impact of the earthquake on Murata’s MLCC plant in Fukui and Taiyo Yuden’s Plant in Niigata...
1. Cloud AI Chips: Market Status 2. CSP In-House AI Chip Manufacturing: US 3. CSP In-House AI Chip Manufacturing: China 4. TRI’s View
AI technology has become a new industry trend after OpenAI released ChatGPT, and this trend has now extended to the smartphone field. Current observations find that in-house large language models (LLM...
1. Development of Global AI Industry Chain 2. Analysis of Cross-Modal Business Opportunities in AI 3. A Breakdown of Hardware Supply Chain 4. TRI’s View
