TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the lon...
TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment...
The three major HBM suppliers—Micron, SK Hynix, and Samsung—each held their quarterly earnings calls on December 18, January 23, and January 31, respectively...
TrendForce forecasts that despite continued oversupply in 1Q25, the NAND Flash market will see significant improvement in supply-demand dynamics in 2H25, leading to a price rebound. This is driven by...
According to the latest research by TrendForce, the NAND Flash market is still experiencing oversupply challenges in 1Q25, resulting in ongoing price declines...
The Trump administration’s tariff policies are erratic and unpredictable. Just on February 1st, the White House announced tariffs effective February 4th: 25% on goods imported from Canada and Mexico,...
Now, in 1Q25, the contract market is showing a wait-and-see attitude. Although actual demand remains weak, some buyers anticipate that prices might improve in the latter half of the year...
Aggressive price drops and promotions are no longer seen from contract prices for wafers due to suppliers’ successive announcements on production cuts since the end of January...
DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven a...
TSMC achieved a small QoQ growth of 2.4% in overall wafer shipment in 4Q24 thanks to stocking activities for new smartphones and ongoing robustness in demand for AI-related HPC chips...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPU, as well as updates on the supply chain of server cooling...
Most quarterly contracts have yet to be finalized, and negotiations will continue after the Lunar New Year holiday. As projected earlier by TrendForce...
Continuing from previous updates, contract prices for 1Q25 have only been negotiated for partial products, and the rest will resume talks after the conclusion of the Chinese New Year holiday...
