EU, US, Japan, Korea, Taiwan, China
TrendForce believes that memory demand in 1Q25 has been stronger than expected, aiding in inventory reduction...
Suppliers and module houses, who are reluctant to sell their products, are mostly implementing controls on product availability, aside from executing production cuts...
This month’s HBM Bulletin focuses on the changes to HBM market share of each supplier in 2025. Samsung, who has been prohibited by...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
"TrendForce reports AI drives higher NAND Flash transmission performance demands. Samsung, to seize AI edge computing opportunities, accelerates Hybrid Bonding adoption in its V9 (286L) produ...
President Trump has been in office for less than two months since his return to the White House on January 20. Nevertheless, his administration has released various tariff and foreign policy measures...
Samsung continues to raise the prices of LPDDR5X solutions for the Chinese market and its own branded smartphones...
Suppliers’ production cuts have started exerting effectiveness as seen from the recent rebound of spot prices, where clients are also exhibiting increasing willingness in purchases for 2Q25...
"TrendForce reports that due to the continuous growth in demand for LPDDR5X, coupled with supply failing to meet demand, prices for this type of mobile DRAM may rebound earlier than expec...
As indicated by the survey of global market intelligence firm TrendForce, supply and demand of the mobile DRAM market could see an early subversion in 2025 primarily due to...
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...
TSMC announced on March 4th to be investing US$100 billion in the US for three new phases, two advanced packaging plants, and one R&D center, in Arizona...
