Geopolitical Risk

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

NAND Flash Prices Will Enter Cyclical Downturn in 2022 Due to Modest Demand Growth and Competition for Higher-Layer NAND

It is now the first half of September, and TrendForce’s latest survey of the NAND Flash market finds that suppliers are already in discussions with customers about the demand projection for 4Q21...

Demand below Supply in Growth Intensity during 2022 to Initiate a Price Reduction Cycle for the DRAM Industry

As indicated by the survey of global market intelligence firm TrendForce, the negotiation in 3Q21 contract prices has been predominantly finalized between suppliers and major clients...

YMTC’s Capacity Plan Could Be Impacted If US House Representatives’ Request to Sanction Company for PLA Ties Is Granted

The Washington Post reported that two US congressional representatives have sent an urgent letter to the US Commerce Department calling for the inclusion of YMTC on the List of Export Control Entities...

Japan Becomes New Frontline Base in Packaging and Material R&D for TSMC’s Global Strategic Deployment

According to global market intelligence firm TrendForce, TSMC, nine months after announcing the fab expansion in the US during May 2020, had once again announced in February 2021...

Malaysia's MCO 3.0 Will Not Affect OSAT Lines but Could Again Trigger Component Shortages

The Government of Malaysia has announced the extension of the Movement Control Order (MCO) 3.0 by two more weeks to June 14th in the face of the daily diagnosed cases now exceeding 9000...

Latest Wave of COVID-19 Outbreaks in Southeast Asia Could Lead to Downward Corrections in Smartphone Production for 2Q21

According to the latest research by market intelligence firm TrendForce, the energetic stock-up demand from smartphone brands was carried from 4Q20 to 1Q21...

Foundry Capacity Remains Tight in Post-Pandemic Era Due to Geopolitical Factors and Robust Demand Related to 5G and HPC

The latest observations by market intelligence firm TrendForce indicate that demand continues to grow for applications such as big data analysis, network communication...

Progress in Importation of US Equipment Dispels Doubts on SMIC’s Capacity Expansion for Mature Nodes for Now

The latest investigation by the Semiconductor Research Department of TrendForce finds that the major suppliers of WFE (wafer fab equipment) in the US are progressing smoothly in...

Smartphone Production Will Show YoY Growth for 1Q21 as Sanctions on Huawei Spur Activities of Rival Brands

TrendForce’s latest analysis of the smartphone market finds that two factors sustained the strong momentum of device production in 4Q20...

Mobile DRAM Revenue for 1Q21 Will Be on Par with 4Q20 as Smartphone Demand Is Strong Despite Seasonality

The latest analysis of the smartphone market by TrendForce finds that Huawei’s global market share is expected to shrink considerably by around 20 percentage points in 2021 due to...