Geopolitical Risk

Market Shares of 5G Smartphone Brands Could Alter Next Year as Restrictions on Huawei Tighten

Aug 18, 2020 | PDF

On August 17, the Bureau of Industry and Security (BIS), a branch of the U.S. Department of Commerce...

Huawei’s Main Foundry Partners Will Face Operational Challenges as the US Tightens Export Restrictions

Jun 05, 2020 | PDF

The Industry and Security Bureau of the US Department of Commerce announced an expansion of the export restrictions against the Chinese technology giant Huawei on May 15...

Foundry Partners May Face Revision in 3Q20 Activation from the US Ban on Huawei that Impacts the Supply Chain

May 19, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the Industry and Security Bureau of the US Department of Commerce announced...

New US Rules Affect Huawei’s Supply Chain but Have No Tangible Impact on the Memory Market for Now

May 18, 2020 | PDF

The Industry and Security Bureau of the US Department of Commerce announced an expansion of the trade restrictions against the Chinese technology giant Huawei on May 15...

Smartphone Production to Stay Near 1.4 Billion in 2020 as Contributions from 5G Remain Limited

Jan 21, 2020 | PDF

Looking back at 2019, major countries posted limited economic growth as a result of the US-China tariff dispute...

Breakdown Analysis of China's Semiconductor Industry-3Q19

Sep 30, 2019 | PDF

TrendForce sorts out and analyzes profoundly the development of China's Semiconductor industry, helping customers have a firm grip of China's semiconductor policies and deployment, development status,...

Tsinghua Unigroup’s DRAM Fab Is Scheduled for Completion in 2021 but Technology Remains the Biggest Challenge to Production

Sep 03, 2019 | PDF

Tsinghua Unigroup announced on August 27 that it has signed an agreement with the Chongqing government to establish an R&D center...

Korean DRAM Suppliers’ Material Shortage Crisis Is Diffused as Japan Approves Export of Photoresist and Hydrogen Fluoride

Aug 23, 2019 | PDF

According to the latest reporting from the global research firm TrendForce, the Japanese government has just...

Removal of South Korea From Japan’s White Countries List Will Have Little Impact on South Korea’s Semiconductor and DRAM Production

Aug 01, 2019 | PDF

On July 1, the Japanese government announced that it would tighten the regulatory process for exports of certain strategic materials to South Korea...

DRAM/NAND Prices Short Term Affected by Japan-South Korea Trade Tension and Toshiba Outage; Long Term Effects Depend on Inventory Levels

Jul 12, 2019 | PDF

DRAMeXchange , a division of TrendForce , points out that after the Toshiba Outage in mid-June...

Server ODMs Add Taiwan Production Lines, yet the Economic Benefits May Not Be on Par with China Manufacturers

Jul 02, 2019 | PDF

According to the latest investigations by DRAMeXchange , a division of TrendForce , although the US and China have reopened trade...

Breakdown Analysis of China's Semiconductor Industry-2Q19

Jun 28, 2019 | PDF

TrendForce sorts out and analyzes profoundly the development of China's Semiconductor industry, helping customers have a firm grip of China's semiconductor policies and deployment, development status,...

The US-China Trade War Rages On: DRAM Price Decline 3Q to Widen to 15%

Jun 05, 2019 | PDF

The Huawei ban continues to reverberate across the global technology sector. Judging by the current situation of the ban...

Huawei’s Dream of Domination Frustrated by US Ban; Annual Production Volume to Down-correct by 30%

May 31, 2019 | PDF

According to DRAMeXchange, a division of TrendForce, the US government officially placed Huawei and...

The US Ban on Huawei May Aggravate Oversupply in the Global Memory Market

May 20, 2019 | PDF

The US-China trade dispute has escalated dramatically since the beginning of this May...