China beefs up its chip production – grew 40% in 1Q24
April 25, 2024
Backed by official support and continued industry investments, China's total chip production reportedly surged by 40% during the first quarter of 2024 – reaching 98.1 billion units.
AI demand drives growth in QLC enterprise SSD shipments
April 23, 2024
North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers.
Smartphone market up 7.8% – Samsung moves to pole position
April 16, 2024
According to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, global smartphone shipments increased 7.8% year over year to 289.4 million units in the first quarter of 2024 (1Q24).
Soitec CEO: we could build a US facility
April 15, 2024
French semiconductor materials company Soitec is weighing up the benefits of constructing a factory in the US in a bid to be near to its key customers.
Q2 NAND flash contract prices expected to rise by 13–18%
March 28, 2024
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.
Kioxia and WD increase capacity utilisation
March 19, 2024
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
Top 6 smartphone brands by production
March 13, 2024
New research reveals a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.
Global top 10 foundries Q4 revenue up 7.9%
March 12, 2024
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
Mediatek leads the smartphone chipset market
March 11, 2024
A new report by research company Canalys says Mediatek chips shipped in 177m devices in Q4 – more than any other supplier.
NAND Flash industry revenue grows 24.5% in Q423
March 06, 2024
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting USD 11.49 billion in 4Q23.
Google's looking to start Pixel production in India in Q2
February 22, 2024
Google is reportedly preparing to start production of its high-end Pixel 8 pro in India as it looks to grab market shares in the country's expansive market.
MLCC shipments to dip 7% in 1Q24 amid slowing demand
February 20, 2024
The global economic deceleration is taking its toll on the tech sector’s growth, with heavyweights like Intel and Texas Instruments signaling a downturn in their recent financial forecasts.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
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.
Apple was China's #1 smartphone maker last year
February 07, 2024
Apple captured a market share of 17.3% in China’s smartphone market last year, beating local manufactruer Honor to the top spot.
Will SMIC bring 5nm fabrication to China this year?
February 07, 2024
China is a long way behind in advance chip manufacturing, but fresh reports say the country could be on the verge of a 5nm node breakthrough.
MediaTek set to launch its Dimensity 9400 chipset in Q4
February 05, 2024
Smartphone chip designer MediaTek expects to ship its next-generation Dimensity 9400 chipset in Q4 2024. It says the product will support much-awaited AI mobile applications.
Apple to be first in line for TSMC's 2nm chips?
January 25, 2024
Online reports say Apple is at the front of the queue for chips built on TSMC's forthcoming 2-nanometer process.
Corning to invest $120.4m in smartphone glass factory
January 24, 2024
US electronics maker Corning will team up with Indian telecoms company Optiemus Infracom to manufacture smartphone displays in Tamil Nadu.
Just 9 of the top 25 chip makers boosted revenue in 2023
January 19, 2024
The underwhelming performance of the world's biggest semiconductor firms meant that industry revenue fell by 11% in 2023, says Gartner.
Samsung brings AI features to Galaxy phones
January 19, 2024
Samsung has presented its annual Galaxy smartphone upgrade, and the device maker has gone 'all in' on AI.
TSMC revenues flat, but better than market expectation
January 12, 2024
Taiwanese chipmaker TSMC has surprised the market with better than expected 4Q revenues of $20.1 billion.
DRAM contract prices projected to Increase 13–18% in 1Q24
January 08, 2024
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge.
Top 10 IC design houses to see 17.8% increase in quarterly revenue in 3Q23
January 04, 2024
TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking USD 44.7 billion.
Recovery in sight for Taiwanese PCB Industry
January 03, 2024
Recovery is now finally in sight for the Taiwanese PCB industry after enduring a year of market correction with the end of the pandemic boom. The global output of Taiwanese vendors in Q3 2023 was NTD 207.1 billion, and while this represented a decline of 18.4% over the same period last year, it also meant a quarterly growth of 22.3%.
Luxshare to acquire Pegaglobe iPhone assembly plant
December 29, 2023
Chinese iPhone contractor Luxshare will take a controlling stake in Pegatron's Pegaglobe factory in Kunshan. The move will make Luxshare the world's second-largest iPhone assembler after Foxconn.
Huawei back from the brink with 9% annual sales jump
December 29, 2023
China's tech powerhouse Huawei has reported its best financial numbers in years, with annual sales of USD 98.7 billion.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
Top 10 foundries experience 7.9% QoQ growth in 3Q23
December 06, 2023
The third quarter of 2023 was a dynamic quarter for the global foundry industry – marked by an uptick in urgent orders for smartphone and notebook components, according to TrendForce’s research.
NAND Flash industry revenue grows 2.9% in 3Q23
December 05, 2023
TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production.
Modest growth for global MLCC market predicted
November 14, 2023
TrendForce reports that global demand for MLCCs is set to experience a period of slow growth from 2023 to 2024.
SiTime to acquire Aura Semiconductor's clock products
November 03, 2023
Precision timing company SiTime Corporation has agreed to buy Aura Semiconductor's clock products and license all of its clock IP.
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