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【Market View】TrendForce: Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue as SMIC Climbed to 3rd Spot, Says TrendForce
Published Jun.12 2024,16:09 PM (GMT+8)
As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for the consumer end...
【Market View】Taiwanese Chipmakers Expand Overseas to Capitalize on Geopolitical Shifts and De-Sinicization Benefits, Says TrendForce
Published Jun.05 2024,16:16 PM (GMT+8)
On June 5th, Vanguard and NXP announced plans to jointly establish VisionPower Semiconductor Manufacturing Company (VSMC) in Singapore to build a 12-inch wafer plant...
【Market View】Samsung Strike Has No Immediate Impact on Memory Production, with No Shipment Shortages, Says TrendForce
Published May.31 2024,16:35 PM (GMT+8)
The Samsung Electronics Union is reportedly planning to strike on June 7, TrendForce reports that this strike will not impact DRAM and NAND Flash production...
【Market View】Growing Demand for High-Capacity Storage Propels Enterprise SSD Revenue Up by Over 60% in 1Q24, Says TrendForce
Published May.31 2024,14:24 PM (GMT+8)
TrendForce reports that a reduction in supplier production has led to unmet demand for high-capacity orders since 4Q23. Combined with procurement strategies aimed...
【Market View】Blackwell Shipments Imminent, Total CoWoS Capacity Expected to Surge by Over 70% in 2025, Says TrendForce
Published May.30 2024,16:21 PM (GMT+8)
TrendForce reports that NVIDIA’s Hopper H100 began to see a reduction in shortages in 1Q24. The new H200 from the same platform is expected to gradually ramp in Q2...
【Market View】NAND Flash Industry Revenue Grew 28.1% in 1Q24, Growth Expected to Continue into Q2, Says TrendForce
Published May.29 2024,13:58 PM (GMT+8)
TrendForce reports that adoption of enterprise SSDs by AI servers began in February, which subsequently led to large orders. Additionally, PC and smartphone customers...
【Market View】MLCC Shipments Expected to Increase by 6.8% in Q2 Thanks to Strong AI Server Demand, Says TrendForce
Published May.28 2024,02:30 AM (GMT+8)
TrendForce reports that MLCC shipments in 1Q24 are expected to reach a three-quarter low. In the second quarter, demand for AI servers continued to grow steadily...
【Market View】Accelerated Order Shift Effect from U.S. Tariff Barriers Boosts Utilization Rates at Taiwanese Semiconductor Foundries Beyond Expectations, Says TrendForce
Published May.22 2024,16:06 PM (GMT+8)
The White House announced new tariffs on Chinese imports on May 14th, including a 50% tariff on semiconductor products manufactured in China, which will take effect by 2025...
【Market View】HBM3e Production Surge Expected to Make Up 35% of Advanced Process Wafer Input by End of 2024, Says TrendForce
Published May.20 2024,16:05 PM (GMT+8)
TrendForce reports that the three largest DRAM suppliers are increasing wafer input for advanced processes. Following a rise in memory contract prices...
【Market View】Top 10 IC Design Houses’ Combined Revenue Grows 12% in 2023, NVIDIA Takes Lead for the First Time, Says TrendForce
Published May.09 2024,02:21 AM (GMT+8)
In 2023, the combined revenue of the world’s top ten IC design houses reached approximately $167.7 billion, marking a 12% annual increase...
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