Driven by technological breakthroughs and favorable policies, the robotaxi industry is moving toward commercialization. Key players are actively expanding their operations, making them crucial driver...
AI orders drive high-end MLCC utilization, but tariff-driven early shipments soften mobile & laptop demand. U.S. tariffs pressure supply chains, and squeezing profits.
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden...
The estimated growth rate for the global new car market is declining. Integrated cockpit-driving controllers have entered mass production. High-end autonomous vehicles are significantly increasing the...
Global economic slowdown and trade uncertainties have led suppliers to tightly control capacity and inventories, making market competition more intense and cautious. China's automotive and electric ve...
North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI ser...
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...
Following the release of Wi-Fi 7 certification by the Wi-Fi Alliance, telecom equipment providers around the world have accelerated the introduction of Wi-Fi 7 routers, access points (APs), and other...
"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggress...
As indicated by the survey of global market intelligence firm TrendForce, PC OEMs are exhibiting increasingly strong intention in ensuring the availability of their products...
Global market intelligence firm TrendForce reports that the performance of the global smartphone market was stable during 1Q25...
Global market intelligence firm TrendForce reports that the DRAM industry generated US$27.01 billion in revenue for...
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...