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【Market View】U.S. to Hold Over 20% of Advanced Semiconductor Capacity by 2030, TSMC Expands Investment to US$165 Billion, Says TrendForce
Published Mar.05 2025,18:53 PM (GMT+8)
TrendForce’s latest findings reveal that TSMC has announced it’s increasing investment in U.S. advanced semiconductor manufacturing, bringing the total to US$165 billion...
【Market View】Weak Consumer Electronics Demand Drives 4Q24 NAND Flash Revenue Down 6.2% QoQ, Says TrendForce
Published Mar.03 2025,14:33 PM (GMT+8)
TrendForce’s latest research reveals that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts...
【Market View】Server DRAM and HBM Continue to Drive Growth, 4Q24 DRAM Industry Revenue Increases by 9.9% QoQ, Says TrendForce
Published Feb.27 2025,13:57 PM (GMT+8)
TrendForce’s latest research reveals that global DRAM industry revenue surpassed US$28 billion in 4Q24, marking a 9.9% QoQ increase...
【Market View】Supplier Production Cuts and AI Demand Expected to Drive NAND Flash Price Recovery in 2H25, Says TrendForce
Published Feb.17 2025,13:56 PM (GMT+8)
TrendForce's latest findings reveal that the NAND Flash market continues to be plagued by oversupply in the first quarter of 2025, leading to sustained price declines and financial strain for suppliers...
【Market View】AI Server Growth in 2025 Faces Uncertainties, DeepSeek Effect to Boost AI Inference Share, Says TrendForce
Published Feb.12 2025,14:08 PM (GMT+8)
TrendForce’s latest investigations reveal that global AI server shipments grew by 46% in 2024, driven by strong demand from CSPs and OEMs...
【Market View】DeepSeek's Low-Cost AI Model to Spur Demand for Optical Communication, with Optical Transceiver Shipments Projected to Grow by 56.5% in 2025, Says TrendForce
Published Feb.05 2025,15:44 PM (GMT+8)
While DeepSeek has successfully reduced AI training costs, the broader cost reduction of AI models is expected to expand application scenarios and drive an increase in global data center deployments...
【Market View】Rising AI Infrastructure Demand Highlights Industry Shift Toward Cost-Effective Solutions as DeepSeek Gains Traction, Says TrendForce
Published Jan.30 2025,15:14 PM (GMT+8)
TrendForce’s latest investigations have revealed that the recent release of DeepSeek-V3 and DeepSeek-R1 underscores an industry-wide shift toward more cost-effective AI infrastructure...
【Market View】NAND Flash Manufacturers to Resume Production Cuts in 2025 to Ease Supply-Demand Imbalance and Stabilize Prices, Says TrendForce
Published Jan.22 2025,15:48 PM (GMT+8)
TrendForce’s latest research report highlights that the NAND Flash industry will continue to face dual pressure from weak demand and oversupply in 2025...
【Market View】Initial Assessment Shows Minimal Impact on Taiwan’s Tainan Wafer Fabs from Jan 21st Earthquake, but Tightness in the TV Panel Supply May Worsen in 1Q25, Says TrendForce
Published Jan.21 2025,16:34 PM (GMT+8)
A magnitude 6.4 earthquake struck southern Taiwan, with its epicenter in Chiayi, at 12:17 AM on January 21, 2025. TrendForce’s preliminary assessment found...
【Market View】AI Infrastructure to Dominate MLCC Demand in 2025 amid Persistent Oversupply Challenges, Says TrendForce
Published Jan.15 2025,03:30 AM (GMT+8)
TrendForce’s latest investigations have revealed the U.S. economy outperformed market expectations in December 2024, with non-farm payrolls and the Manufacturing Purchasing Managers’ Index (PMI) delivering strong results. Consequently, the Federal Reserve may significantly scale back the frequency of rate cuts in 2025, prolonging a high-interest-rate environment...
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