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【Market View】HBM4 Raises the Bar on Manufacturing Complexity, Premium Expected to Exceed 30%, Says TrendForce
Published May.22 2025,03:52 AM (GMT+8)
TrendForce's latest findings reveal that demand for AI servers continues to accelerate the development of HBM technologies...
【Market View】Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs, Redefining the Market Landscape, Says TrendForce
Published May.15 2025,04:25 AM (GMT+8)
TrendForce’s latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs...
【Market View】Top 10 OSAT Companies of 2024 Revealed—China Players See Double-Digit Growth, Reshaping the Global Market Landscape, Says TrendForce
Published May.13 2025,15:08 PM (GMT+8)
TrendForce’s latest report on the semiconductor packaging and testing (OSAT) sector reveals that the global OSAT industry in 2024 faced dual challenges...
【Market View】U.S. Tariff Uncertainty and Weakening Demand Pose Major Risks to 2H25 MLCC Market, Says TrendForce
Published May.07 2025,15:50 PM (GMT+8)
TrendForce’s latest MLCC research report reveals that uncertainty surrounding the U.S.’ reciprocal tariffs—despite the 90-day grace period—continues to cloud the global economic outlook. Although MLCC suppliers have not been directly affected by the trade war...
【Market View】U.S. Tariffs Spurs Surge in Stockpiling, 2Q25 Memory Contract Prices Set to Rise Further, Says TrendForce
Published Apr.17 2025,16:15 PM (GMT+8)
TrendForce’s latest investigations reveal that the implementation of the U.S. “reciprocal tariffs” on April 9th—followed by a 90-day grace period for most regions...
【Market View】U.S. Tariffs to Curb Investment and Consumption Momentum; 2025 Global End-Market Outlook Downgraded, Says TrendForce
Published Apr.08 2025,18:53 PM (GMT+8)
On April 2nd, the U.S. announced a new round of reciprocal tariffs, followed by a provision allowing exemption for goods with more than 20% “U.S. value”...
【Market View】NAND Flash Prices Begin to Recover in 2Q25 as Production Cuts and Inventory Rebuilding Take Effect, Says TrendForce
Published Mar.26 2025,14:17 PM (GMT+8)
TrendForce reports that NAND Flash suppliers began reducing production in the fourth quarter of 2024, and the effects are now starting to show...
【Market View】Downstream Inventory Reduction Eases DRAM Price Decline in 2Q25, Says TrendForce
Published Mar.25 2025,14:11 PM (GMT+8)
TrendForce’s latest findings reveal that U.S. tariff hikes prompted most downstream brands to frontload shipments to 1Q25, accelerating inventory reduction across the memory supply chain...
【Market View】NVIDIA GB300 To Feature Enhanced Specifications, Full Rack Shipments Expected to Gradually Scale in 3Q25, Says TrendForce
Published Mar.18 2025,16:40 PM (GMT+8)
TrendForce’s latest findings on the AI server supply chain have revealed that NVIDIA is expected to launch the GB300 chip ahead of schedule in 2Q25...
【Market View】Apple’s Year-End Production Peak and China’s Subsidy Policies Drive 9.2% QoQ Growth in 4Q24 Smartphone Production, Says TrendForce
Published Mar.11 2025,17:07 PM (GMT+8)
TrendForce reports that global smartphone production in the last quarter of 2024 reached 334.5 million units, reflecting a 9.2% QoQ increase...
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