Geopolitical Risk

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

May 24, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...

21.2% QoQ Drop in 1Q23 Revenue amidst Sluggish Demand after Three Consecutive Quarters of Depletion

May 18, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2%...

The Future of Vietnam’s Electronic Manufacturing Industry

Apr 19, 2023 | PDF

In the past, China’s abundant, inexpensive labor drew industry into its territory, over time developing a complete industrial chain that solidified China’s status as a manufacturing giant. Numerous fa...

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

Apr 11, 2023 | PDF

TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

An Overview of China’s Semiconductor Industry through the Perspective of Wafer Equipment

Apr 07, 2023 | PDF

Wafer manufacturing involves the use of various semiconductor equipment that can be categorized into more than ten types, such as photolithography machines, etching equipment, and thin-film deposition...

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10%

Mar 23, 2023 | PDF

Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...

Global EV Sales and Brand Ranking_1Q23

Feb 24, 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...

Foundries Are Seeing Reallocation of Orders as Intensifying Geopolitical Tensions Force US Electronics Brands to Further Limit Chinese Participation in Their Supply Chains

Dec 14, 2022 | PDF

Global market intelligence firm TrendForce reports that the US government has been working aggressively to reduce the possibility of China achieving ≤16nm semiconductor manufacturing...

As Decline in Memory Prices Continues, Production Cost Will Determine Memory Suppliers’ Profitability and Guide Their Decisions on Production Cut

Dec 13, 2022 | PDF

The latest research by global market intelligence TrendForce reveals that from the start of 2022 onward, the memory market as a whole has been affected by continuous supply expansion and weakening dem...

Overview of Semiconductor Subsidy Policies

Dec 09, 2022 | PDF

1. European Chips Act 2. US Subsidy Policies 3. Japan Subsidy Policies 4. Partnership between Japan and the US 5. LSTC 6. Cooperation Framework and Organization of Rapidus 7. Strategy for Future...

New iPhones Yielded 6% QoQ Production Value Growth for Top 10 Foundries; Foundry Production Value, Having Peaked, Will Drop Soon

Dec 05, 2022 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the target among brands and chip suppliers pertaining to the reduction of inventory to the healthy level prior to the pandemic...

Global EV Sales and Brand Ranking_4Q22

Nov 30, 2022 | 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...

3Q22 Enterprise SSD Revenue Dropped to US$5.221 Billion as Server OEMs Suppressed Orders amidst Unrecovered Chinese Orders

Nov 25, 2022 | PDF

As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...