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【Market View】Tightening of LPDDR4X Supply Drives Up Prices; Smartphone Brands to Accelerate Adoption of LPDDR5X, Says TrendForce
Published Jul.17 2025,15:41 PM (GMT+8)
TrendForce’s latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in...
【Market View】H20 Export Approval Reignites Demand Momentum, China’s Procurement Ratio for Foreign AI Chips Expected to Rise to 49%, Says TrendForce
Published Jul.16 2025,17:58 PM (GMT+8)
H20 Export Approval Reignites Demand Momentum, China’s Procurement Ratio for Foreign AI Chips Expected to Rise to 49%, Says TrendForce TrendForce reports that the U.S. government is likely to lift restrictions on NVIDIA’s H20 GPU exports to China. This policy reversal is expected to boost demand recovery from local AI and CSPs, with the H20 poised to once again become the primary hi
【Market View】3Q25 NAND Flash Contract Prices Projected to Rise 5–10%; Weak Smartphone Demand Limits eMMC and UFS Growth, Says TrendForce
Published Jul.09 2025,14:40 PM (GMT+8)
TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts...
【Market View】Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%, Says TrendForce
Published Jul.07 2025,16:20 PM (GMT+8)
TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life...
【Market View】Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025, Says TrendForce
Published Jul.02 2025,15:10 PM (GMT+8)
TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth...
【Market View】Market Anticipates Strong Shipments for NVIDIA's Custom RTX PRO 6000, but Cost-Performance, Domestic Competition, and Memory Supply Pose Uncertainties, Says TrendForce
Published Jun.24 2025,14:30 PM (GMT+8)
The NVIDIA RTX PRO 6000 has recently generated significant buzz in the market, with expectations running high for strong shipment performance driven by solid demand...
【Market View】Inventory Headwinds Weigh on Top 5 Enterprise SSD Vendors in 1Q25; Recovery Expected as AI Demand Grows, Says TrendForce
Published Jun.19 2025,14:30 PM (GMT+8)
TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025...
【Market View】Robust AI Demand Drives 6% QoQ Growth in Revenue for Top 10 Global IC Design Companies in 1Q25, Says TrendForce
Published Jun.12 2025,16:49 PM (GMT+8)
TrendForce’s latest investigations reveal that 1Q25 revenue for the global IC design industry reached US$77.4 billion, marking a 6% QoQ increase...
【Market View】China Subsidy Program Drives 1Q25 Smartphone Production to 289 Million Units, Says TrendForce
Published Jun.12 2025,14:51 PM (GMT+8)
TrendForce’s latest research reveals that global smartphone production reached 289 million units in 1Q25. Although this represents a 3% decline compared to the same period...
【Market View】Tariff Effects and China Subsidies Soften 1Q25 Downturn; Foundry Revenue Decline Narrows to 5.4%, Says TrendForce
Published Jun.09 2025,15:09 PM (GMT+8)
TrendForce’s latest investigations find that the global foundry industry recorded 1Q25 revenue of US$36.4 billion—a 5.4% QoQ decline...
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