Geopolitical Risk

Total iPhone Production for 4Q22 Has Been Cut Slightly as Production Lines in Zhengzhou Temporarily Keep Capacity Utilization Rates Around 70% Due to Dynamic Zero-COVID Policy

Nov 01, 2022 | PDF

Global market intelligence firm TrendForce reports that Zhengzhou, the capital of China’s Henan Province and one of the world’s major electronics manufacturing hubs...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

Oct 12, 2022 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been g...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

Oct 08, 2022 | PDF

The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

Oct 08, 2022 | PDF

The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

Top 10 Global SSD Module Makers Ranking for 2021

Oct 03, 2022 | PDF

According to the research by global market intelligence firm TrendForce, supply was very tight for foundry wafers in 2021. As a result, lead time was prolonged for orders related to SSD controller ICs...

Global EV Sales and Brand Ranking_3Q22

Aug 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...

Global Smartphone Production Fell by 6% QoQ to 292 Million Units for 2Q22; China’s COVID-19 Containment Policy Further Impaired Smartphone Brands’ Performances

Aug 24, 2022 | PDF

Global market intelligence firm TrendForce reports that smartphone brands’ device production plans for 2Q22 were already fairly conservative because they had prioritized channel inventory adjustments....

DRAM Demand Bit Growth Forecasted to Reach New Low in 2023 as Hyperinflation Continues to Impact Consumer Demand; NAND Flash Content per Box Could Increase Due to Price Elasticity of Demand

Jul 27, 2022 | PDF

Global market intelligence firm TrendForce reports that shipments of NBs and smartphones in 1H22 were impacted by a demand freeze in the wider consumer electronics market...

Global EV Sales and Brand Ranking_2Q22

Jun 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...

QoQ Growth in Foundry Revenue Was Slightly Scaled Back to 8.2% for 1Q22 as Seasonal Headwinds Offset Wafer Price Hikes

Jun 16, 2022 | PDF

Global market intelligence firm TrendForce reports that several factors impacted consumer demand in 1Q22. First, stock-up activities slowed down due to the headwinds of the traditional off-season...

Prices of NAND Flash Products Will Keep Falling to the End of 2022 as Market Shifts to Oversupply Ahead of Time

Jun 14, 2022 | PDF

Global market intelligence firm TrendForce reports that demand has been weakening for consumer electronics since the start of 2022, and excess inventory has remained an issue affecting all sections of...

Localization Has Become Emerging Trend in Global Semiconductor Chip Manufacturing, but Taiwan Still Occupies Key Position

Apr 22, 2022 | PDF

According to global market intelligence firm TrendForce, industries around the world have been impacted by a semiconductor chip shortage since 2020 due to the appearance of the COVID-19 pandemic and o...

Increase in Server DRAM Prices for 4Q22 Will Be Smaller as Delays in Uptake of New CPU Platforms in Hyperscale Market Has Led to Lower-Than-Expected DDR5 Penetration Rate

Apr 15, 2022 | PDF

The latest investigation of the server supply chain by global market intelligence firm TrendForce has found the followings...

Global EV Sales and Brand Ranking_1Q22

Mar 31, 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...

Latest Updates on Semiconductor Production after 7.3 Magnitude Earthquake at Coast of Fukushima, with Miyagi at 6 Magnitude, on the Night of March 16th

Mar 17, 2022 | PDF

As indicated by the semiconductor research department of global market intelligence firm TrendForce, a 7.3 magnitude earthquake struck at the coast of Fukushima during the night of March 16th 2022 at...