Policy & Regulation

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

TrendForce indicates that the US Department of Commerce announced new export controls on December 2nd, further restricting China's access to advanced semiconductor technologies. The new measu...

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

According to the latest investigation by global market intelligence firm TrendForce, following the adjustments to the “Implementation of Additional Export Controls” clause on March 29...

Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

TrendForce reports that global top 10 foundries achieved record-high revenue of US$34.9 billion in 3Q24, a 9.1% QoQ growth, driven by strong advanced node demand and policy stimulus in China. TSMC&amp...

Trump’s Impact on Trade and Energy Policies between China and the U.S.

Since the Trump administration initiated the U.S.-China trade war during its first term, the U.S. has imposed a series of extensive tariffs on China. This has not only profoundly altered global supply...

Global EV Sales and Brand Ranking_4Q24

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 of the NEV Charging Market in China, Europe, the US, and East Asia

The global public charging market is undergoing rapid development with the growing adoption of NEVs, particularly in major markets like China, Europe, and the US. China’s, the world’s largest NEV mark...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node s...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advance...

Global Energy Storage Market Analysis_3Q24(Excel)

Global Energy Storage Market Analysis_3Q24(PDF)

Global EV Sales and Brand Ranking_3Q24

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 of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

Japan is comparatively advantageous in semiconductor equipment related to coating/lithography, cleaning, as well as wafer dicing and testing...

Chinese Companies Benefit from Mature Process Chips, EDA Becomes Focus in Pursuit of Self-Sufficiency

This report explores the impact of US semiconductor export controls on China’s semiconductor industry and analyzes why Chinese manufacturers have more room to maneuver in the mature process segment. T...

The Development of the Semiconductor Industry and Geopolitical Strategies in the Age of AI (Presentation)

1. An Overview of the Semiconductor Market 2. Demand & Capacity Utilization 3. Supply & Geopolitical Impact 4. The Semiconductor Market in the Age of AI 5. TRI’s View

Global Energy Storage Market Analysis_2Q24(Excel)