Semiconductors

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...

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Dec 06, 2024 | PDF

TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

Dec 03, 2024 | PDF

TrendForce indicates that the US Department of Commerce announced new export controls on December 2nd, further restricting China's access to advanced semiconductor technologies. The new measu...

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Dec 03, 2024 | PDF

TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...

With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

Dec 03, 2024 | PDF

TrendForce reports that global smartphone production grew by 7% QoQ in 3Q24, driven by peak seasonality and new iPhone launches, but remained flat YoY, indicating weak demand recovery. While the Andro...

Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

Dec 02, 2024 | PDF

TrendForce reports that mobile DRAM revenue grew by 4.7% QoQ in 3Q24, supported by Apple's new devices and early stocking for NVIDIA's GB200. Despite weak demand from the Android cam...

Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

Dec 02, 2024 | PDF

TrendForce reports that global top 10 foundries achieved record-high revenue of US$34.9 billion in 3Q24, a 9.1% QoQ growth, driven by strong advanced node demand and policy stimulus in China. TSMC&amp...

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

Nov 26, 2024 | PDF

TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 p...

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

Nov 25, 2024 | PDF

TrendForce reports that enterprise SSD revenue surged by 28.6% QoQ in 3Q24, driven by AI demand, with both prices and shipments increasing. Demand for ≥60TB SSDs is expected to rise in 2025, and suppl...

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Nov 22, 2024 | PDF

TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...

Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

Nov 22, 2024 | PDF

TrendForce reports that the NAND Flash industry revenue grew by just 4.8% QoQ in 3Q24, as strong enterprise SSD demand drove significant price increases, but consumer storage demand remained weak. The...

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

Nov 21, 2024 | PDF

TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

Nov 12, 2024 | PDF

TrendForce indicates that the power outage at Vanguard's Taoyuan fab on November 11th is expected to affect less than 5% of its Q4 output. Despite lasting only 24 minutes, the outage may resu...

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

Nov 11, 2024 | PDF

Content: 1. Global AI Server Market Forecast 2. Introduction of Transceiver 3. Transformation from Pluggable Transceiver Optics to CPO 4. Dynamics of the CPO Development 5. Key Takeaways

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

Nov 11, 2024 | PDF

TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to th...