Geopolitical Risk

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment | TrendForce

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

Dec 03, 2024 | PDF

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...

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China | TrendForce

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Dec 03, 2024 | PDF

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...

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

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

Nov 29, 2024 | PDF

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...

Global EV Sales and Brand Ranking_4Q24 | TrendForce

Global EV Sales and Brand Ranking_4Q24

Nov 28, 2024 | ZIP

Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes | TrendForce

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

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...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes | TrendForce

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

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...

Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries) | TrendForce

Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Oct 11, 2024 | PDF

TrendForce forecasts that global mature node capacity will grow by 6% YoY in 2025, with approximately 70% of the increase coming from Chinese foundries. Despite slow recovery in end-market demand, Chi...

Global EV Sales and Brand Ranking_3Q24 | TrendForce

Global EV Sales and Brand Ranking_3Q24

Aug 20, 2024 | ZIP

Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...

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

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

Aug 12, 2024 | PDF

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...

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

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

Aug 02, 2024 | PDF

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

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

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

Jul 09, 2024 | PDF

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

Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes | TrendForce

Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

Jun 17, 2024 | PDF

According to TrendForce’s latest market research, the electronics supply chain has begun restocking right now in the middle of the year due to the anticipation of China’s 618 E-commerce Festival...

Vanguard to Situate New 12-Inch Fab in Singapore Targeting Dividends of De-Sinicization Order Transfers amidst Global Geopolitics | TrendForce

Vanguard to Situate New 12-Inch Fab in Singapore Targeting Dividends of De-Sinicization Order Transfers amidst Global Geopolitics

Jun 05, 2024 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, Vanguard, who is only equipped with 8-inch fabs currently, has announced on June 5th the construction of a 12-inch fab...

Global EV Sales and Brand Ranking_2Q24 | TrendForce

Global EV Sales and Brand Ranking_2Q24

May 29, 2024 | ZIP

Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...

US Raises Tariff Barriers on China, Thereby Accelerating Reallocation of Chip Orders and Increasing Capacity Utilization Rates of Taiwan-based Foundries | TrendForce

US Raises Tariff Barriers on China, Thereby Accelerating Reallocation of Chip Orders and Increasing Capacity Utilization Rates of Taiwan-based Foundries

May 20, 2024 | PDF

The White House announced on May 14th that, in accordance with Section 301 of the 1974 Trade Act, the US government will increase tariffs on imported goods from China worth US$18 billion...

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