Policy & Regulation

Global EV Sales and Brand Ranking_2Q25

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...

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

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...

An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

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

Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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...

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

"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...

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

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...

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

"TrendForce reports that the introduction of new US tariffs, particularly the 20% ""fentanyl tariff"" on China-made goods, has significantly disrupted the smartphone industry,...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

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...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

"TrendForce reports new US ""reciprocal tariffs"" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product out...

Global Energy Storage Market Analysis_1Q25(Excel)

Global Energy Storage Market Analysis_1Q25(PDF)

Humanoid Robot Market Bulletin_20250320

In recent months, local governments across China have actively introduced policies to support the development of embodied intelligence. From late February to March 2025, cities such as Beijing, Hangzh...

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

As indicated by the latest survey of global market intelligence firm TrendForce, brands of various end products decided to ship out their products in advance during 1Q25 due to...

Emergence of CubeSats to Open a New Chapter for Global Satellite Market

As major countries like the US and EU accelerate the development of CubeSats, global satellite startups are prompted to deploy applications related to environmental and defense monitoring, as well as...

China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units

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...