Geopolitical risks and product EOL spur DRAM price hikes, DDR4 outpaces DDR5. Micron's tech and AI strength boost HBM, tighten supply.
US may cancel China facility technology exemptions; however, with mature processes in place, case-by-case reviews are expected to keep the supply chain stable with limited market impact.
Global geopolitical tensions rise, Middle East attack causes oil prices to surge, impacting Fed's rate cut process. US-China trade negotiations slow, OEMs advance third-quarter shipments, supply chain...
Key components and materials made from rare earth elements are virtually ubiquitous—found across consumer electronics, telecommunications, automotive, industrial automation, robotics, renewable energy...
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs ca...
DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
The tariff war hinders ICT industry growth, while the AI sector remains robust, driving increased MLCC demand, especially in humanoid robots and industrial automation, with significant future potentia...
As indicated by the survey of global market intelligence firm TrendForce, geopolitical conflicts triggered by new US tariffs...
Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...
"According to TrendForce’s latest report, in response to new US export restrictions, NVIDIA plans to launch a downgraded version of the RTX PRO 6000 for the Chinese market, featuring GDDR7 DR...
This report tracks the current restrictions on semiconductor technology faced by Chinese companies, analyzes recent developments in China’s semiconductor equipment sector, and ultimately focuses on ho...
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...
"According to the latest supply chain survey from TrendForce, new US export regulations starting in April 2025 will require licenses for exporting semiconductor chips like NVIDIA H20 and AMD...
"TrendForce's 2024 OSAT report highlights packaging's rising importance due to Moore's Law limits and chip complexity. Asian firms dominate, with Taiwan maintaining...
Since Donald Trump's first election as President of the United States, the US has consistently and systematically employed various policy tools to strictly limit China’s access to advance...
