As indicated by the survey of global market intelligence firm TrendForce, uncertainties of US tariff policy and regional conflicts have prompted a number of suppliers to decelerate their investment an...
After returning to the White House on January 20th, the Trump administration swiftly implemented various policy initiatives through executive orders, focusing on immigration, tariffs, and the terminat...
Just as the Trump administration raises the banner of “Make America Great Again” and aggressively imposes tariffs on steel and various goods imported from other countries, global inflation appears to...
The latest export control imposed by the US Department of Commerce not only restricts TSMC and Samsung from shipping 16nm and below chips that exceed the standard computing power to China...
President Trump, after taking office, initiated a tariff war with China, Canada, and Mexico immediately, fulfilling the commitment he made in November 2024. This report will update the latest developm...
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...
According to research by global market intelligence firm TrendForce, in response to export control regulations issued by the US Department of Commerce (DoC) on January 15th, American semiconductor equ...
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,...
TrendForce forecasts uncertain growth for AI server shipments in 2025, influenced by US export controls, the rise of DeepSeek, and GB rack preparation progress. The base case projects 28% growth; the...
According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...
Due to seasonality and the US-China trade dispute, Chinese CSPs have scaled back server DRAM procurements. Conversely, North American CSPs maintain stable demand...
Since the start of 2025, the global economic outlook has remained uncertain and unstable. Persistent geopolitical conflicts, escalating U.S.-China trade tensions, and ongoing tariff battles have all c...
TrendForce indicates that the US export control updates on January 16th extend KYC review standards to packaging technologies and expand controls to logic ICs at 16/14nm and below, 3D NAND with 128+ l...
According to the latest investigation by global market intelligence firm TrendForce, after Huawei’s attempts to circumvent US trade restrictions were exposed in early November 2024...
