TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2...
1. Current Status of U.S. Tariffs 2. Vehicle Origin and U.S. Content 3. Analysis of Tariff Impact on Auto Sales 4. TRI’s View
"TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recogni...
Geopolitical instability has fostered the rising consciousness of sovereign AI in 2025, thus prompting the US, Europe, China, and Japan to successively revitalize their domestic chip industries. These...
"TrendForce reports US tariff policy shifts are impacting the memory market. A 90-day grace period announced in April spurred a Q2 surge in DRAM and NAND Flash orders as buyers and sellers rushed...
On April 3, 2025, US President Trump announced the implementation of Reciprocal Tariffs. Subsequently, on April 5, the US federal government released a revised document, "Annex III,&a...
"TrendForce reports that the introduction of new US tariffs, particularly the 20% ""fentanyl tariff"" on China-made goods, has significantly disrupted the smartphone industry,...
TrendForce reports Mexico remains a key location for server and AI production, particularly for US-bound orders, leveraging USMCA exemptions despite US tariff volatility. The new policy favors USMCA-c...
Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...
"TrendForce reports new US ""reciprocal tariffs"" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product out...
According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...
The server market is experiencing robust growth, exceeding prior forecasts, fueled by surging AI-driven demand from North American and Chinese CSPs. This has led to increased server orders, particular...
TrendForce reports that global smartphone production grew by 9.2% QoQ in 4Q24, driven by Chinese local government subsidies and Apple's new device launches. Apple took the top spot with new model...
1. Foundry Market Overview 2. Impact of Capacity Supply and Geopolitical Factors 3. AI-Driven Growth in the Foundry Industry 4. TRI’s View
TrendForce indicates that TSMC is expanding its US investment to US$165 billion, establishing six advanced process fabs, two advanced packaging plants, and an R&D center in Arizona. Geopolitical t...
