Geopolitical Risk

Follow-Up and Analysis on Apple’s Supply Chain Shift | TrendForce

Follow-Up and Analysis on Apple’s Supply Chain Shift

Apr 16, 2024 | PDF

As international geopolitical risks rise, Apple is beginning to face the issue of supply chain relocation. Since 2000, Apple has established a complete supply chain layout in China. Before the outbrea...

US Updates Sanction of Advanced Semiconductor to Deter China’s Supply of AI Chips and Deployment in Advanced Nodes | TrendForce

US Updates Sanction of Advanced Semiconductor to Deter China’s Supply of AI Chips and Deployment in Advanced Nodes

Apr 03, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the US Department of Commerce, after announcing the comprehensive export controls on semiconductor equipment...

Global EV Sales and Brand Ranking_1Q24 | TrendForce

Global EV Sales and Brand Ranking_1Q24

Feb 19, 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...

Navigating the Dynamics of Chinese Smartphone Brands and their Supply Chains in the US-China Power Struggle | TrendForce

Navigating the Dynamics of Chinese Smartphone Brands and their Supply Chains in the US-China Power Struggle

Feb 02, 2024 | PDF

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...

Geopolitics Drives Restructuring of Foundry Industry Ecosystem, but Risk of Supply-Demand Imbalance in Supply Chain Raises Concerns of Foundries Facing Significant Operational Pressure | TrendForce

Geopolitics Drives Restructuring of Foundry Industry Ecosystem, but Risk of Supply-Demand Imbalance in Supply Chain Raises Concerns of Foundries Facing Significant Operational Pressure

Dec 11, 2023 | PDF

Global market intelligence firm TrendForce reports that supply chains have been noticeably affected by a series of geopolitical events, trade disputes, and disasters over the past several years...

Global EV Sales and Brand Ranking_4Q23 | TrendForce

Global EV Sales and Brand Ranking_4Q23

Nov 30, 2023 | 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...

Analysis of Huawei's Kirin Chip Revival and New Smartphones | TrendForce

Analysis of Huawei's Kirin Chip Revival and New Smartphones

Nov 06, 2023 | PDF

In the past, Huawei had maintained a strong position in the global smartphone market, stably ranking among the top three in market share, thanks to the differentiation advantage of its self-developed...

U.S. Tightens Chip Regulations: Navigating the Future of AI Servers | TrendForce

U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Oct 24, 2023 | PDF

This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves int...

Latest Update to US Export Control Rules Expected to Affect Development of Midrange and High-End AI Servers in China as They Target Supply of Advanced AI Computing Chips | TrendForce

Latest Update to US Export Control Rules Expected to Affect Development of Midrange and High-End AI Servers in China as They Target Supply of Advanced AI Computing Chips

Oct 18, 2023 | PDF

According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing eq...

Chinese Foundries Amplify Regional Competition on Legacy Nodes from Active Expansions, Supply Chain Divergence, and IC Localization | TrendForce

Chinese Foundries Amplify Regional Competition on Legacy Nodes from Active Expansions, Supply Chain Divergence, and IC Localization

Oct 13, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, TSMC, Samsung, and Intel have been continuously engaging in the competition of advanced logic nodes by investing enormous reso...

Global EV Sales and Brand Ranking_3Q23 | TrendForce

Global EV Sales and Brand Ranking_3Q23

Aug 16, 2023 | 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...

Analysis of Overseas Expansions of Chinese Car Brands (Presentation) | TrendForce

Analysis of Overseas Expansions of Chinese Car Brands (Presentation)

Jun 27, 2023 | PDF

1. Opportunities for Chinese Car Brands to Expand Overseas 2. Chinese Car Brands’ Overseas Expansion Strategies and Challenges That They Are Facing 3. Effects of Chinese Car Brands’ Overseas Expansi...

Global Economic Outlook, 2Q23 (Presentation) | TrendForce

Global Economic Outlook, 2Q23 (Presentation)

Jun 26, 2023 | PDF

1. Global Economic Data 2. US Economic Data 3. Chinese Economic Data 4. Japanese Economic Data 5. Eurozone’s Economic Data 6. Indian Economic Data

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution | TrendForce

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution

Jun 20, 2023 | PDF

Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...

Global EV Sales and Brand Ranking_2Q23 | TrendForce

Global EV Sales and Brand Ranking_2Q23

May 31, 2023 | 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...

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