TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2...
"TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recogni...
President Trump, after taking office, initiated a tariff war with China, Canada, and Mexico immediately, fulfilling the commitment he made in November 2024. This report will update the latest developm...
TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...
On January 14, 2025, the U.S. Department of Commerce issued a final rule prohibiting the import and sale of vehicle connectivity system (VCS) hardware and software, as well as automated driving system...
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...
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...
TrendForce indicates that heightened geopolitical tensions are driving IDMs to seize ""China for China"" opportunities through collaborations with Chinese foundries...
TrendForce indicates that the US Department of Commerce announced new export controls on December 2nd, further restricting China's access to advanced semiconductor technologies. The new measu...
TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...
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&...
The trends and application scenarios for humanoid robots are becoming increasingly clear, presenting significant business opportunities for the reducer industry. Harmonic Drive Systems, Nabtesco, Neug...
TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node s...
TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advance...
