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...
The US presidential election has concluded, ushering in the “Trump 2.0 era” for the world. The new administration in the White House will focus on “America First” as its main strategy, aiming to stren...
Recent reports coming out of the foundry market suggest that TSMC has informed its Chinese customers about a temporary suspension of AI-related chip shipments using advanced nodes of 7nm and below...
TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projec...
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 White House announced on May 14th that, in accordance with Section 301 of the 1974 Trade Act, the US government will increase tariffs on imported goods from China worth US$18 billion...
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...
As indicated by the survey of global market intelligence firm TrendForce, the US Department of Commerce, after announcing the comprehensive export controls on semiconductor equipment...
Global market intelligence firm TrendForce reports that the recently released report on NVIDIA’s financial results for FY4Q24 showed stellar performance, with the total revenue for the reporting perio...
The US-China trade war has been ongoing for several years, significantly impacting the semiconductor industry due to the US imposing numerous restrictions on China. Semiconductors, essential for smart...
Global market intelligence firm TrendForce reports that supply chains have been noticeably affected by a series of geopolitical events, trade disputes, and disasters over the past several years...
According to the investigation conducted by the global market intelligence firm TrendForce, the latest version of the export control rules released by the US Commerce Department in October primarily t...
TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerate...
This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves int...
According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing eq...
