Omdia bets on Foxconn becoming world’s largest server vendor
December 19, 2024
Fuelled by skyrocketing demand for AI-optimised servers from major US cloud providers, Foxconn's ODM direct business will experience exponential growth in 2024, securing the top rank in Omdia's global server market analysis.
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L&F to mass produce cathodes with 95% nickel content
November 05, 2024
This is the highest nickel content for such a battery type. L&F will start supplying these ultra-high-nickel cathodes to Korean battery cell makers and US EV manufacturers from December.
Jabil opens 516,000 sqft manufacturing site in Croatia
October 14, 2024
Customers can enjoy close proximity to the European market through Osijek’s strategic location, with excellent air, road, sea and river port access, the US company said.
Jacobs secures design contract for CG Semi’s OSAT unit in Gujarat
October 11, 2024
As the project’s EPCS partner for the mini Line and the engineering partner for the main Line, Jacobs will play a critical role in helping CG Semi establish the semiconductor hub.
Slowing demand growth constraints Q4 memory price increases
October 09, 2024
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.
Auto sector could face billions in fines amid EV slowdown, Renault CEO warns
September 09, 2024
Europe's automakers face more stringent EU CO2 targets heading into next year as the cap on average emissions from new vehicles sales drops from 116 grams/km in 2024 to 94 grams/km in 2025.
Intel mulls selling Altera and freezing $32 billion German fab project
September 02, 2024
Owing to delays in subsidy approvals, Intel is believed to be postponing the construction of its Fab 29.1 and 29.2 in Magdeburg, Germany.
TPCA: Global flexible PCB market rebounds in 2024
August 22, 2024
Taiwan Printed Circuit Association (TPCA), together with the Industrial Technology Research Institute (ITRI), forecasts that the global flexible PCB market will gradually recover from the downturn in 2023, with the market size (including rigid-flex PCBs) expected to reach USD 19.7 billion in 2024, representing a 7.3% YoY growth.
Global notebook shipments to grow by 3.7% in 2024
August 22, 2024
The impact of geopolitical risks and economic uncertainties has led to more conservative budget allocations in the consumer market, reports TrendForce. Consequently, global notebook shipments are projected to reach 173.65 million units in 2024—marking a 3.7% increase compared to 2023.
Shipments to China limit revenue decline of top 5 WFE makers
August 15, 2024
The world’s top-five wafer fab equipment (WFE) manufacturers' revenue decreased 9% YoY in Q1 2024 due to delayed customer investments in leading-edge semiconductors, which were offset to some extent by strong DRAM demand.
Nvidia 'cutting prices on China-targeted AI chips'
May 28, 2024
Sources say competition from local Chinese firms has forced Nvidia to reduce the prices of its H20 chips, which it developed to avoid US export sanctions.
300mm fab equipment spending to reach new highs in 2027
March 19, 2024
Global 300mm fab equipment spending for front-end facilities is forecast to reach a record USD 137 billion in 2027 after topping USD 100 billion for the first time by 2025, reports SEMI
Tower Semiconductor to halt operations in the US
March 07, 2024
Tower Semiconductor is reportedly planning to shut down most of its operations in Newport Beach, California for a period of three weeks – which will result in nearly 700 employees taking leave during this time.
Top DRAM makers of Q423
March 05, 2024
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
SMIC's revenue fell by nearly $1bn in 2023
February 08, 2024
China’s biggest chip firm, SMIC, endured a tough 2023 with sales down to $6.32 billion from $7.27 billion a year earlier.
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.
Kaynes Technology to set up semiconductor plant in Telangana
October 09, 2023
Kaynes Technology India has signed a MoU with U with the government of Telangana for setting up of Outsourced Semiconductor Assembly and Testing (OSAT) and Compound Semiconductor manufacturing facility in the Indian state.
Chilly demand prospects for 8-inch production capacity
October 04, 2023
The utilisation rate for 8-inch production capacity is expected to drop to 50-60%, says TrendForce
Global smartphone production reaches 272M units in Q2
September 04, 2023
TrendForce reports global smartphone production has faced back-to-back quarterly declines.
Japanese watchmakers and Western automakers boost micro LED market
August 10, 2023
Mass production of large displays and wearable devices is propelling the Micro LED market. TrendForce predicts that the market value of Micro LED chips will reach USD 27 million in 2023, indicating a YoY growth of 92%.
Suppliers amp up production, HBM bit supply projected to soar
August 09, 2023
TrendForce highlights in its latest report that memory suppliers are boosting their production capacity in response to escalating orders from NVIDIA and CSPs for their in-house designed chips.
ASP of NAND Flash to continue falling 3~8% in 3Q23
July 07, 2023
TrendForce reports that OEMs have continued making concerted efforts to scale back production. However, given that the trajectory of market demand is still unclear, it’s expected that the NAND Flash market will continue to be in a state of oversupply in 3Q23.
Chinese car brands aggressively expanding overseas
June 30, 2023
In a bold move to disrupt the automotive industry’s dominance by European, America, Japanese, and Korean giants, Chinese car brands are aggressively expanding overseas, unleashing their decades-long influence and expertise onto new territories.
DRAM and NAND Flash prices expected to fall further in 2Q23
May 09, 2023
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23.
PMIC issue with server DDR5 RDIMMs reported
April 25, 2023
TrendForce reports that mass production of new server platforms—such as Intel Sapphire Rapids and AMD Genoa—is imminent. However, recent market reports have indicated a PMIC compatibility issue for server DDR5 RDIMMs; DRAM suppliers and PMIC vendors are working to address the problem.
OLED materials projected to reach a valuation of $3B in 2025
April 12, 2023
TrendForce’s latest report, “AMOLED Technology and Market Status”, reveals that OLED, the next generation of digital displays, has not only taken hold of the smartphone market but is also beginning to make its move into other applications.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
March 13, 2023
Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
Global NEV sales grew 60% YoY, surpassed 10 million units in 2022
February 22, 2023
According to TrendForce’s latest research, global sales of new energy vehicles (NEVs) rose by 63.6% YoY to 10.65 million units for 2022.
1Q23 will see new TV shipment low
February 21, 2023
According to TrendForce’s research, global TV shipments are projected to drop by 24.3% QoQ to 41.99 million units for 1Q23. This shipment figure represents a new low for first-quarter result in almost a decade.
Server DRAM will overtake mobile DRAM in supply in 2023
February 20, 2023
Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products.
Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to USD 18.19 billion.
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