"According to TrendForce, the NAND Flash market has maintained equilibrium in early 2025 due to conservative capacity strategies by suppliers. However, sudden US tariffs disrupted this balanc...
Samsung Foundry, due to its client composition, is not benefitting much from China’s subsidies. The combined revenue of Samsung Foundry and System LSI...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...
In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...
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...
Despite the Trump administration’s claims of progress in tariff negotiations with various countries, no clear results have been announced. The US-China relationship has drastically deteriorated due to...
"As demand for AI servers rises, the adoption of HBM4 memory is set to increase costs, with estimated price premiums exceeding 30%. HBM4 features significant changes, including doubling IO ch...
TSMC mentioned at the 1Q25 earnings call that 30% of 2nm capacity will be established at its Arizona fab in the future...
This week’s Bulletin provides an update on the respective markets of global CSPs and corresponding enterprises OEMs, and renews the annual outlook of server demand...
As indicated by the survey of global market intelligence firm TrendForce, the gradual return to a relatively healthy and low level of inventory among smartphone brands...
As indicated by the survey of global market intelligence firm TrendForce, an apparent divergence was seen from prices of the server DRAM market in April...
Moving into 2Q25, while buyers in the contract market are stocking up ahead of time due to tariff-related uncertainties...
Global market intelligence firm TrendForce reports that in the consumer DRAM market, DDR3 and DDR4 products now show diverging trends...
Global market intelligence firm TrendForce reports that most DRAM suppliers and PC OEMs finalized PC DRAM contract prices for 2Q25 by late April...
Some of the buyers are still leaning towards the reserved end on the outlook of 2H25, despite gradual manifestation of efficacy from production cuts...
