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【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...
【Market View】4Q24 Global Top 10 Foundries Set New Revenue Record, TSMC Leads in Advanced Process Nodes, Says TrendForce
Published Mar.10 2025,17:53 PM (GMT+8)
TrendForce’s latest research reveals that the global foundry industry exhibited a polarized trend in 4Q24. Advanced process nodes benefited from strong demand in AI servers...
【Market View】Weak Consumer Market Dampens Enterprise SSD Price Growth, 4Q24 Supplier Revenue Declines 0.5%, Says TrendForce
Published Mar.06 2025,03:26 AM (GMT+8)
TrendForce’s latest research shows that 4Q24 enterprise SSD demand remained stable compared to the previous quarter...
【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...
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