Geopolitical Risk

US DoD Lists Xiaomi on the List of Communist Chinese Military Companies on January 14th

Jan 15, 2021 | PDF

The US Department of Defense expanded on the black list of Communist Chinese Military Companies on January 14th that now comprises of 9 additional Chinese enterprises...

Kioxia as Second Memory Supplier Approved in Shipping to Huawei after Intel (Vol.2)

Dec 08, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, Kioxia became the second memory supplier in officially obtaining...

US Sanction Remains as Largest Concern as Honor’s Sale Settled

Nov 17, 2020 | PDF

According to the information of global market intelligence firm TrendForce, Huawei had announced on November 17th that it will be...

Qualcomm Obtained 4G Shipment License to Huawei in Mid-November, MediaTek to Likely Follow by Month’s End

Nov 13, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the supply restriction imposed by the US Department of Commerce states...

Few Suppliers Secured the License for Exporting to Huawei, but the Only Approved Memory Items Are Intel SSDs

Oct 26, 2020 | PDF

Global market intelligence firm TrendForce reports that Huawei and its IC design subsidiary HiSilicon were formally cut off from their supply of semiconductor components in mid-September when the late...

UMC Is Close to Settling Its Legal Case with the US and Will Focus More on Foundry Business in the Future

Oct 22, 2020 | PDF

According to reporting by global market intelligence firm TrendForce, UMC has announced today (October 22) that the legal case against the company filed...

SMIC to Be Put on Entity List per Reliable Sources; Global Semiconductor Supply Chain Braces for Shockwaves

Sep 30, 2020 | PDF

As commented by global market intelligence firm TrendForce, Reuters had covered on September 4th that the federal government of the US has been considering to include SMIC...

Updates on Foundry Market Dynamics_20200928

Sep 28, 2020 | PDF

According to a September 4 report by Reuters, the U.S. Commerce Department has been planning to include SMIC in the Entity List...

Huawei’s Stocking Lowers Inventory for Suppliers, and Prompts a Contracted Drop for eMMC and UFS in Short Term

Sep 22, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the new sanction on Huawei has forced the company to elevate its inventory level expeditiously...

China’s Smartphone Market Prepares for a Reshuffling as Latest Sanctions on Huawei Come into Force

Sep 15, 2020 | PDF

Huawei can no longer obtain components containing US-originated technologies or software from mid-September onward as the latest series of export control rules issued by the US Department of Commerce...

Proposed US Sanction on SMIC Could Heavily Impact Development of China’s Semiconductor Industry

Sep 10, 2020 | PDF

Reuters and the Wall Street Journal have lately reported that the US government is now considering placing major Chinese semiconductor foundry SMIC on the Entity List due to the company’s alleged ties...

Huawei Stands at the Juncture of Survival as the US Further Tightens Its Restrictions Against the Company

Sep 09, 2020 | PDF

The US government has again thwarted Huawei’s ambition of becoming the top smartphone brand in the world by imposing large-scale sanctions...

Spot Prices of Some Memory Products Are Rebounding After a Long Decline as Huawei Hoards Components

Aug 27, 2020 | PDF

The latest survey of the memory market by global market intelligence firm TrendForce reveals that spot prices have...

Report on Key Impacts of Sanctions Against Huawei

Aug 21, 2020 | PDF

TrendForce provides the following analyses on the impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors, memory products, smartphones, display panel...

Report on Key Impacts of Sanctions Against Huawei

Aug 21, 2020 | PDF

TrendForce provides the following analyses on the impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors, memory products, smartphones, display panel...