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Nvidia sees strong cloud AI demand, but challenges in China
November 23, 2023
Nvidia's most recent FY3Q24 financial reports reveal record-high revenue coming from its data centre segment, driven by escalating demand for AI servers from major North American CSPs. However, TrendForce points out that recent US government sanctions targeting China have impacted Nvidia's business in the region.
China is beefing up its wafer capacity
November 16, 2023
TrendForce has taken a deep dive into mainland China’s semiconductor manufacturing capacity, investigating the country's existing and future fab capacity.
SMIC reports 80% slump in 3Q profits
November 10, 2023
China's largest chipmaker SMIC has blamed weak demand and ongoing restrictions imposed by the US for a huge fall in quarterly profits.
TSMC founder: US China chip wars are bad for us all
October 27, 2023
Morris Chang believes the on-going tension between the US and China over semiconductor supplies will slow down innovation in the space.
Mobile DRAM and NAND flash contract prices on the rise
October 26, 2023
TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all – NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter.
Sanctions to slash China's demand for high-end AI servers
October 19, 2023
October 17th brings a new round of developments in the ongoing chip war between the US and China as the Department of Commerce issued another update to its export control regulations.
Shipments of foldable smartphones could skyrocket
September 15, 2023
TrendForce’s latest insights reveal that by 2023, shipments of foldable smartphones could skyrocket to an impressive 18.3 million units, marking a 43% YoY surge. However, this only captures a slim 1.6% of the year’s total smartphone market.
TrendForce expects iPhone 15 series production at 80M units
September 11, 2023
Apple is slated to unveil four new iPhone models in mid-September: the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max. TrendForce predicts a production figure of approximately 80 million units for the iPhone 15 series.
Ericsson and Huawei renew patent license agreement
August 25, 2023
Swedish telecom company Ericsson and China's Huawei have renewed a multi-year global patent cross-licensing agreement.
Huawei's building a secret chip manufacturing network
August 23, 2023
Huawei Technologies is reportedly building a network of hidden semiconductor fabrication facilities across China in order to avoid US sanctions.
Germany wants Huawei out of its networks, no matter the costs
August 22, 2023
In a shift from the country's position just a few years ago, Germany is committed to removing any technologies from its telecommunications networks that could pose security concerns, regardless of cost.
Global smartphone shipments continue to decline YoY for eighth consecutive quarter
August 17, 2023
Smartphone shipments totaled 265.9 million units in 2Q23 according to the latest Omdia smartphone preliminary shipment report.
Huawei to make mobile chips again this year?
July 28, 2023
Speculation suggests Huawei might be set to resume manufacturing mobile chipsets - three years after the US cut access to customers and suppliers.
Huawei set to open specialist robotics subsidiary
June 28, 2023
The company will spend around USD 121 million to establish its new Jimu Machinery Co in Dongguan.
Foldable smartphone shipments to soar by over 50% YoY
May 24, 2023
TrendForce estimates that shipments of foldable smartphones will reach 19.8 million units in 2023, marking an impressive YoY growth rate of 55% compared to 12.8 million units last year.
Reduced production capacity may become short-term norm for MLCC suppliers
May 22, 2023
TrendForce reports that global economic headwinds have had a significant impact on the MLCC industry, with shipments from January to April of this year totaling 1.359 trillion units. This represents a 34% decrease compared to the same period in 2021, highlighting the greater impact of global economic headwinds on the MLCC industry compared to the pandemic.
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