Tariff Impact

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations | TrendForce

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

Jan 10, 2025 | PDF

TrendForce indicates that foundry capacity utilization in 1Q25 is exceeding expectations due to geopolitical risks and Chinese subsidies. Despite weak end-market demand for consumer electronics, the s...

Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment | TrendForce

Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

Dec 13, 2024 | PDF

US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into...

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact | TrendForce

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

Dec 09, 2024 | PDF

TrendForce believes that US tariffs on Mexico will have a limited impact on Taiwanese server ODMs. While these ODMs have assembly plants along the US-Mexico border, they have been actively establishin...

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact | TrendForce

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

Dec 09, 2024 | PDF

Donald John Trump, the latest US president-elect, announced on November 26th 2024 when he won the presidential election that he will be signing an executive order on the day of inauguration...

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

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

Nov 29, 2024 | PDF

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...

Follow-Up and Analysis on Apple’s Supply Chain Shift | TrendForce

Follow-Up and Analysis on Apple’s Supply Chain Shift

Apr 16, 2024 | PDF

As international geopolitical risks rise, Apple is beginning to face the issue of supply chain relocation. Since 2000, Apple has established a complete supply chain layout in China. Before the outbrea...

Smartphone Production to Stay Near 1.4 Billion in 2020 as Contributions from 5G Remain Limited | TrendForce

Smartphone Production to Stay Near 1.4 Billion in 2020 as Contributions from 5G Remain Limited

Jan 21, 2020 | PDF

Looking back at 2019, major countries posted limited economic growth as a result of the US-China tariff dispute...

Server ODMs Add Taiwan Production Lines, yet the Economic Benefits May Not Be on Par with China Manufacturers | TrendForce

Server ODMs Add Taiwan Production Lines, yet the Economic Benefits May Not Be on Par with China Manufacturers

Jul 02, 2019 | PDF

According to the latest investigations by DRAMeXchange , a division of TrendForce , although the US and China have reopened trade...

The US-China Trade War Rages On: DRAM Price Decline 3Q to Widen to 15% | TrendForce

The US-China Trade War Rages On: DRAM Price Decline 3Q to Widen to 15%

Jun 05, 2019 | PDF

The Huawei ban continues to reverberate across the global technology sector. Judging by the current situation of the ban...

2019 Light LED and LED Lighting Market Outlook | TrendForce

2019 Light LED and LED Lighting Market Outlook

Oct 22, 2018 | PDF

I. Lighting LED II. Global Lighting Market Trend III. Regional Lighting Market Opportunities and Challenges IV. Lighting Manufacturer Revenue Ranking IV. Lighting Manufacturer Revenue Ranking V. The I...

2019 Light LED and LED Lighting Market Outlook-4Q18 | TrendForce

2019 Light LED and LED Lighting Market Outlook-4Q18

Oct 22, 2018 | PDF

I. Lighting LED II. Global Lighting Market Trend III. Regional Lighting Market Opportunities and Challenges IV. Lighting Manufacturer Revenue Ranking IV. Lighting Manufacturer Revenue Ranking V. The I...

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