Trade War

EOL Plans for DDR4 Products Have Led to Price Hikes, and Upward Trend Is Expected to Continue Until 2H25 | TrendForce

EOL Plans for DDR4 Products Have Led to Price Hikes, and Upward Trend Is Expected to Continue Until 2H25

May 21, 2025 | PDF

"TrendForce reports that as memory products evolve, DDR4 modules are nearing end-of-life (EOL), leading to rising prices. Major suppliers like Micron, Samsung, and SK hynix have announced EOL pla...

DRAM Market Bulletin_20250521 | TrendForce

DRAM Market Bulletin_20250521

May 21, 2025 | PDF

Now, in 2Q25, the DRAM market is still affected by US tariff policies that caused early shipments of consumer electronics, with the quarterly total demand bits showing a QoQ increase...

NAND Flash Market Bulletin_20250521 | TrendForce

NAND Flash Market Bulletin_20250521

May 21, 2025 | PDF

Most suppliers are taking advantage of the 90-day tariff pause by expediting their production and shipment in the hope of avoiding additional variables...

Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth | TrendForce

Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

May 20, 2025 | PDF

"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...

MLCC Market Bulletin_20250513 | TrendForce

MLCC Market Bulletin_20250513

May 13, 2025 | PDF

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...

Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30% | TrendForce

Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

May 09, 2025 | PDF

As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025 | TrendForce

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

May 05, 2025 | PDF

"According to the latest supply chain survey from TrendForce, new US export regulations starting in April 2025 will require licenses for exporting semiconductor chips like NVIDIA H20 and AMD...

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025 | TrendForce

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

May 05, 2025 | PDF

According to the latest supply chain survey from TrendForce, new US regulations starting in April 2025 will require export licenses for semiconductor chips like NVIDIA H20, AMD MI308...

DRAM Market Bulletin_20250430 | TrendForce

DRAM Market Bulletin_20250430

Apr 30, 2025 | PDF

Moving into 2Q25, while buyers in the contract market are stocking up ahead of time due to tariff-related uncertainties...

MLCC Price Apr. 2025 | TrendForce

MLCC Price Apr. 2025

Apr 30, 2025 | PDF

Despite not being directly impacted by the tariff war, MLCC suppliers continue to face significant challenges. Deteriorating economic conditions and international trade tensions have led to a decline...

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025 | TrendForce

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Apr 30, 2025 | PDF

Since Donald Trump's first election as President of the United States, the US has consistently and systematically employed various policy tools to strictly limit China’s access to advance...

Enterprise SSD Contract Price 2Q25 | TrendForce

Enterprise SSD Contract Price 2Q25

Apr 29, 2025 | PDF

As indicated by the survey of global market intelligence firm TrendForce, order demand for 2Q25 is rendering complex and double-edged effects due to significant repercussions from tariffs...

An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation) | TrendForce

An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

Apr 22, 2025 | PDF

1. Current Status of U.S. Tariffs 2. Vehicle Origin and U.S. Content 3. Analysis of Tariff Impact on Auto Sales 4. TRI’s View

MLCC Market Bulletin_20250421 | TrendForce

MLCC Market Bulletin_20250421

Apr 21, 2025 | PDF

The US government recently announced the implementation of hefty reciprocal tariffs on multiple countries starting from April 9th. However, less than 24 hours after the policy took effect, President T...

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact | TrendForce

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Apr 17, 2025 | PDF

According to the latest investigation by global market intelligence firm TrendForce, the U.S. government notified NVIDIA on April 9, 2025, that export licenses are required for exporting...

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