Global geopolitical tensions rise, Middle East attack causes oil prices to surge, impacting Fed's rate cut process. US-China trade negotiations slow, OEMs advance third-quarter shipments, supply chain...
This report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues&...
The tariff war hinders ICT industry growth, while the AI sector remains robust, driving increased MLCC demand, especially in humanoid robots and industrial automation, with significant future potentia...
US-China relations have seen signs of a breakthrough, with the talks in early May leading to significant tariff reductions. Both sides have now reached a consensus that they should avoid “economic dec...
“When great powers collide, it is the people who suffer.” The escalating trade dispute between the US and China is beginning to significantly impact the real economies of both countries, with signs of...
1. Overview of Global Macroeconomic Conditions in 1Q25 2. Market Shares of Top 10 MLCC Suppliers in 1Q25 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
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...
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...
1. Overview 2. SiC Substrates & Epitaxy 3. SiC Power Devices 4. Automotive SiC 5. SiC Equipment 6. Analysis of Major SiC Players 7. Focus on Chinese SiC Market 8. TrendForce...
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...
On April 2nd, Eastern Standard Time, the US government officially announced that starting April 5th, it would impose a baseline tariff of 10% on goods imported into the US from around the world. Addit...
Since President Trump took office, his administration has continually introduced various tariff and trade measures affecting a wide range of sectors, including raw materials, commodities, automotive p...
The Trump administration has continued to expand the scope of the international trade war. On March 12, the White House announced it would impose a 25% tariff on steel and aluminum products imported i...
President Trump has been in office for less than two months since his return to the White House on January 20. Nevertheless, his administration has released various tariff and foreign policy measures...
