TrendForce @trendforce Twitter profile

Press Center - Foundry Revenue Projected to Grow by 14% YoY in 3Q20 as Downstream Clients Exhibit...

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@trendforce

4 years

#TrendForce has just released its 3Q20 forecast of global top 10 #foundries ranked by revenue! Save for @GLOBALFOUNDRIES and #HuaHong , all other companies on the list are expected to see positive growth. @trendforce explains...

Downstream foundry clients are currently exhibiting strong demand due to upcoming year-end shopping festivities in Europe and North America and the Na

Compuforum 2020: Impacts and Challenges in the Memory Industry Supply Chain

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@trendforce

4 years

🔥Early Bird Special Pricing Available🔥 How will the #memory market evolve going forward given the ongoing fluctuations in the global markets❓ What are the challenges and opportunities in the Memory Industry Supply Chain❓ Don’t miss #Compuforum2020 👇

The above developments, along with future market trends, will be discussed in great detail by Senior Research Director Avril Wu and Senior Analyst Mark Liu from the DRAMeXchange research division of...

Press Center - Persistently Strong Demand for Graphics Card to Drive up Graphics DRAM Prices in...

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@trendforce

4 years

Demand for video cards has gone through the roof courtesy of #WFH and the stay-at-home economy. @trendforce explains the implications this will have on #graphicsDRAM prices. #DRAM #GDDR6X #GDDR5 #GDDR6 cc: @rioev @vladsavov @peterthiel @natashakhanhk

The global spread of the COVID-19 pandemic has resulted in WFH and distance education becoming the new tenets of everyday life, according to TrendForc

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@trendforce

4 years

Spot prices for some #DRAM products have taken an upturn recently. Will this price hike lead to a recovery for the DRAM industry on the whole as well? @trendforce explains... #NAND #TradeWar #Huawei cc: @rioev @verge @technology @natashakhanhk @eetimes

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@trendforce

4 years

As restrictions come into effect against #SMIC , the #foundry faces a potential cutoff in equipment supply and risk of withdrawn orders from its foreign clients. Also, certain equipment suppliers are expected to bear the brunt of the impact. #semiconductor

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@trendforce

4 years

#TrendForce has just released the 2020 ranking of monitor manufacturers by shipment volume. #Dell retains leadership, while #AOC / #Philips surpasses #HP for second place, and #Samsung leapfrogs to fourth spot.

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4 years

#2020LEDforum webinar Fluctuations in the display market have induced companies to invest in emerging technologies despite delays in mass production. #TrendForce is honored to host speakers from major LED companies to discuss the latest technological developments in the industry.

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@trendforce

4 years

The U.S. Department of Commerce has taken further actions against @Huawei by expanding the Entity List to include 38 additional Huawei subsidiaries. @trendforce explains ...

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@trendforce

4 years

As the #memory industry remains sluggish in 4Q20, total recovery appears unlikely even in the face of memory demand from @Huawei ’s competitors in the smartphone market. @trendforce explains. #DRAM #NAND #nandflash cc: @vladsavov @natashakhanhk @eetimes

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Press Center - Notebook Computer Shipment Expected to Soar Past 180 Million Units in 2020, Setting...

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@trendforce

4 years

High demand from entry-level and mid-range #smartphones and from tablet computers has constrained foundries’ wafer capacities for #TDDI products.This short supply is unlikely to change despite capacities made available from @Huawei ’s sanction-induced exit.

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@trendforce

4 years

@trendforce has just released its forecast of top 10 tech trends for 2021! Click the link below to find out about the #DRAM EUV era, 150L #NAND Flash stacking technology, alternatives to white #OLED , #6G mobile networks, and more👇

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@trendforce

4 years

🔥 #2020LEDforum webinar🔥 How will companies approach innovative display technologies with regards to mass production ? @trendforce has invited #LED industry representatives to unveil for you the latest #MicroLED and #MiniLED developments 👉

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@trendforce

4 years

@trendforce showed the process technology roadmaps of #TSMC , @Samsung and #SMIC . #TrendForce believes the impact of the sanctions against SMIC will be much greater compared with the adverse effects of the sanctions against #JHICC or even @Huawei . For more:

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@trendforce

4 years

Global #notebook #computer demand showed an explosive growth in 2Q20, compelling manufacturers to keep up their notebook shipment throughout the third quarter. @trendforce ranks the strongest performers in the industry. #Chromebook

Demand for notebook computers (NBs) across the globe experienced an explosive growth in 2Q20 due to increased WFH and distance education demand genera

Press Center - DDR5 Era to Officially Begin in 2021, with DRAM Market Currently Transitioning...

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@trendforce

4 years

#DDR5 #DRAM will still remain in the product development and verification phases for the 2020-2021 period, with adoption expected to take place in 2022 at the earliest. #TrendForce explains.

As the current mainstream solution for PC DRAM and server DRAM, both of which share the same roots in IC design, DDR4 reached a penetration rate of mo

Opportunities and Challenges for Mass Production of Emerging Display Technologies | TrendForce...

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@trendforce

4 years

#TrendForce has released the production ranking of the global top six #smartphone brands as well as their market shares for 2Q20. Despite taking the crown, #Samsung was the only manufacturer on the list to register a QoQ decline. @trendforce explains...

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@trendforce

4 years

#2020LEDforum now streaming❗️ What are the keys to overcoming technical bottlenecks in #MicroLED technology❓ What are the challenges facing #MiniLED display commercialization❓ Along with #LED industry experts, #TrendForce explains all you need to know 👇

Press Center - TrendForce Presents Comprehensive Analysis of COVID-19 Outbreak’s Impact on Global...

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@trendforce

4 years

1Q20 consumer electronics shipment predictions have just been released! What effects does #COVID_19 have on the global high-tech industry? #TrendForce tells all… cc: @meliho @evankirstel @vCloud_Storage @Ronald_vanLoon @van_Vulpen @vladsavov @scurtsy

The following analysis shows TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February...

China-based Memory Fabs Continue Normal Operations Currently as Wuhan Coronavirus Has Yet to Impair...

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@trendforce

4 years

Will the #Wuhan_coronavirus outbreak affect China’s domestic #DRAM and #NAND_flash production? #DRAMeXchange of #TrendForce explains… cc: @WorldTrendsInfo @Ronald_vanLoon @van_Vulpen @vladsavov @natashakhanhk @LeenaRao @lancewhit @scurtsy @LeoKelion

On account of the Wuhan coronavirus outbreak’s impact on the global memory industry, investigations from the DRAMeXchange research division of TrendFo

Press Center - Total VCSEL Revenue Expected to Reach US$1.8 Billion in 2021 Owing to Integration of...

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@trendforce

4 years

#3Dsensing #VCSEL revenue is expected to reach a 53% YoY growth in 2021! @trendforce explains... #5G #sensing cc: @technology @everythingrf @DisplayMate @wccftechdotcom @ledsmagazine @vladsavov @natashakhanhk @LeenaRao

In early 2020, TrendForce forecasted the release of more than 10 high-end smartphone models equipped with 3D sensing solutions this year, which would

Press Center - Owing to Demand for Seasonal Inventory Buildup and 5G Products, Global Foundry...

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@trendforce

4 years

The uptrend of #polysilicon prices has galvanized an increase in #wafer prices as well, leading to global #PVmodule prices recovering from their slump, but the magnitude of this rebound is likely to be limited. @trendforce explains. #solar #PV

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@trendforce

4 years

The #trade_war ’s effect on the demand growth of #servers in 2020 appears to be limited, as the industry is primed for double-digit growth, according to @dramexchange_tf of @trendforce cc: @BigData_Joe @electronics_med @Ronald_vanLoon @verge #datacenter

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@trendforce

4 years

3Q19 revenue for the top 10 #IC_design companies has just been released! Some U.S.-based companies saw greatly diminished revenues, with @Qualcomm showing the most critical dip of over 22%. #TrendForce explains... cc: @SEMI_mktstats @ElectronicsNews

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@trendforce

4 years

Quarterly revenue for the global #foundry industry grew 6% in 4Q19! #TSMC , @Samsung , @GLOBALFOUNDRIES all show positive growth YoY, but #TowerJazz , #HuaHong , and #VIS show negative growth. @trendforce has the inside scoop. cc: @SEMI_mktstats @eetimes

According to the latest statistics from TrendForce, under the influence of foundries’ inventory-reduction efforts and expectation-shattering seasonal demand, the projected 4Q19 revenue of the global...

Press Center - Decline in Quarterly Server Shipment Projected to Widen to 4.9% QoQ in 3Q20 as...

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@trendforce

4 years

The forecasted decline in 3Q20 #server shipment is expected to widen,with @Dell , @HPE_Compute , @Huawei , and @InspurCorp registering near double-digit QoQ drops. @trendforce explains the various server OEMs’ latest movements. cc: @rioev @vladsavov @eetimes

Many enterprises transitioned their CAPEX in server procurement to OPEX in managed cloud services in 1H20 in the face of economic and other uncertaint

Press Center - With US$1.379 Billion in Quarterly Revenue, ASE Takes the Crown Among Top 10 Largest...

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@trendforce

4 years

The 10 largest #OSAT companies’ quarterly revenues grew by 26.6% YoY in 2Q20 ! #TrendForce explains the key determinant of 2H20 OSAT revenue. #semiconductor #foundry #IC #ICmanufacturing #ICpackageandtest cc: @EDNcom @wccftechdotcom @MarkLaPedus @eetimes

The border restrictions and national lockdowns instituted by various governments due to the COVID-19 pandemic’s impact in 1Q20 resulted in low invento

[News] Rumors Suggest TSMC’s Third Plant in Japan Likely to Be Located in Yokohama or Osaka |...

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@trendforce

5 years

3Q19 #DRAM shipment ends the decline that lasted three consecutive quarters and grows revenue by 4%, but suppliers’ operating profit margins diminish still. #TrendForce explains why… @Ronald_vanLoon @meliho @DigiTransTop @DigitalNStream @evankirstel

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@trendforce

5 years

The market for 16:10 #panels has once again become a hot topic, in part because of a joint developmental effort by @Dell and #Sharp . In spite of this, @trendforce holds a conservative view towards next year’s market conditions, in view of the following…

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@trendforce

5 months

🚀 #TSMC reportedly accelerates global expansion with plans for a rumored 3nm advanced process manufacturing facility in Japan, likely in Osaka. As Chairman Mark Liu retires, President CC Wei might lead this overseas drive. 👉Read more: 🔗

In 2024, TSMC's global expansion continues at full throttle, with industry reports suggesting a significant breakthrough in the establishment of a 3-n...

Press Center - DRAM Contract Prices to Rise in 1Q20 as Power Outage at Samsung Fab Spurs Demand,...

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@trendforce

4 years

Is @Samsung 's power outage causing an earlier-than-anticipated cyclical upturn of 1Q20 #DRAM contract prices? What will happen to the various DRAM products? #TrendForce takes a closer look... cc: @DigiTransTop @calvinckhong @Ronald_vanLoon @EETimesAsia

According to the latest analysis from the DRAMeXchange research division of TrendForce, the consistent increase in DRAM spot prices since December and the power outage at Samsung’s Hwaseong fab on...

Press Center - Decline in Q4 DRAM Contract Prices Lessens as Buying Momentum Recovers, Says...

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@trendforce

4 years

The latest ranking of global branded #DRAM manufacturers by revenue in 2Q20 has just been released,with @Samsung , @skhynix and @MicronTech each registering a double-digit growth! @trendforce explains... #revenue #Price cc: @rioev @natashakhanhk @LeenaRao

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@trendforce

4 years

Despite the expected ramp-up in shipment momentum by #server manufacturers in 4Q20, this recovery will likely fall short of 2Q20. As well, will @Huawei ’s preemptive stock-up demand reverse the downtrend of #serverDRAM prices?

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@trendforce

4 years

#Server_DRAM will lead the way in 1Q20 #DRAM price increases, while Graphics DRAM supply is expected to grow as much as 15% in 2020! #TrendForce has the details… cc : @MarkLaPedus @BBCTech @technology @fttechnews @anandtech @peterthiel @IanKingSky

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@trendforce

4 years

Most #TVs on the market this year with #Mini_LED backlighting are passive matrix, but active matrix is superior in many respects, including cost-effectiveness... cc: @eWEEKNews @LeoKelion @bmclannahan @backlon @nidopal @LEDsource @TechCrunch @LEDnews

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@trendforce

5 years

As the decline in Q4 2019 #DRAM ASP lessens, and the buying momentum in October increases, can DRAM prices in 2020 rebound? @soheefication @DigitalNStream @eetimes @BBCTech @anandtech @businessinsider @MarketWatch @Telegraph @ForbesTech @ZDNet @cnntech

According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%. In contrast,...

Owing to Partial Work Resumption and Pre-Chinese New Year Stocking of Components, Chinese Server...

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@trendforce

4 years

#TrendForce believes that the #coronavirus outbreak will have limited impact on #server supply, without causing any drastic changes in yearly server shipment, yet certain risk factors remain… cc: @lucasmearian @SofiaMcFarland @adra_la @backlon @rjcc

The server industry analysis by the DRAMeXchange research division of TrendForce thus far finds that frontline personnel of Chinese server manufacture

Press Center - 3Q19 NAND Flash Revenue Grows 10% amidst Resurging Pre-Peak Season Demand for...

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@trendforce

4 years

3Q19 Global #NAND_flash revenue reached US$11.9 billion, but how did the individual manufacturers perform? @trendforce explains.. @GlobeTechnology @verge @BBCTech @technology @anandtech @peterthiel @scurtsy @backlon @markets @TechCrunch @Techmeme @engadget

According to the DRAMeXchange research division of TrendForce, 3Q19 NAND flash industrial revenue showed a nearly 15% growth of total bit shipment, owing to the seasonality-driven demand for products...

Monitor Panel Oversupply in 2020 Means Potential for Price Trend to Mirror 2019 TV Panels, Says...

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@trendforce

5 years

What are the new trends in the information and communication technology industry for 2020 ? #TrendForce provides predictions, including #5G , #Micro /Mini_LED , #Semiconductor , and #Memories etc. For more details :

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@trendforce

4 years

An oversupply of #TV_panels in 2020 has caused shipment targets to fall. #TrendForce explains the most efficient and effective solution to address this… cc: @meghara @bmclannahan @paulmozur @EricCMack @stshank @toddbishop @nidopal @rjcc @jessehixxx @BW

In consideration of profitability, panel manufacturers have decreased their TV panel shipment targets in 2020. The supply of monitor panels in 2020 ex

Samsung V-NAND SSDs designed for high capacity, speed, efficiency |...

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@trendforce

4 years

The global #TV market experienced increased shipment in 3Q19, but #TrendForce is predicting a small decline in yearly shipment, since… cc : @RapidTVNews @UHD4k @ElectronicsNews @eetimes @BW @BBCTech @businessinsider @eWEEKNews @CNETNews @engadgethd

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@trendforce

5 years

@MicronTech is currently delivering the first 96L #TLC #SSD in the eSSD market, the Micron 5300 series, to customers. We foresee that Micron will ramp up production from mid-2020 onwards and drive up profits for its #eSSD business unit. @Sara_Jo_Blevins

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@trendforce

4 years

Global #Smartphone Production Volume Grows 9.2% in 3Q19 to reach 375 million units, but #TrendForce predicts a minor decline in 4Q19. Here’s why : cc: @meliho @evankirstel @WorldTrendsInfo @electronics_med @Ronald_vanLoon @eetimes @verge @vladsavov @SAI

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@trendforce

4 years

Will we see a demand surge for both #Graphics_DRAM and #SSD in the second half of this year? #TrendForce has the details… cc: @peterthiel @IanKingSky @lancewhit @scurtsy @LeoKelion @carogluck @austinramzy @SofiaMcFarland @amyyqin @SimonSage @jpmello @CNET

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@trendforce

4 years

#Samsung is aggressive to launch their PC OEM #SSD with V6 #V_NAND solution this year. We expect Samsung to launch their enterprise SSD solution with V6 NAND at 2H of 2020 to expand market share for #datacenter segment. cc: @vladsavov @verge @lucasmearian

The sixth generation of Samsung V-NAND SSDs uses the first 3D NAND chips that stack more than 100 layers of cells, promising to deliver capacity, speed and efficiency.

www.techtarget.com

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@trendforce

4 years

#NAND_Flash prices are rising in 1Q20! Despite cyclical weak season, the QoQ price increase of #wafers in 1Q20 are expected to surpass the 10% we saw in 4Q19! cc: @BonnieFRobinson @peterthiel @lauralorenzetti @IanKingSky @lancewhit @scurtsy @LeoKelion

Owing to Seasonal Headwinds and Constricted Supply, 1Q20 NAND Flash Price Is Projected to Continue...

Highlights Despite cyclically weak season, NAND Flash demand is expected to be strong, while supply remains tight; both NAND Flash and wafer contract

In Light of the Coronavirus Outbreak’s Impact on Smartphone Supply Chain, 1Q20 Global Production...

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@trendforce

4 years

4Q19 #NAND_flash revenues are out ! Despite the power outage incident, @KIOXIAAmerica ’s revenues went up 5.1% QoQ, while @intel saw a decline. #TrendForce has the details... cc: @vladsavov @natashakhanhk @IanKingSky @LeenaRao @scurtsy @LeoKelion

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@trendforce

5 years

Trends for #Smartphones in 2020! #FoD #ToF #panel #camera #memory #fingerprint @pratititech @Ronald_vanLoon @thomascoughlin @digitaltvnews @eetimes @evankirstel @vg_fco @xorlogics @CharlotteSoc360 @BBCTech @technology @businessinsider @BW @WSJbusiness @nytimesbusiness @Telegraph

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@trendforce

4 years

Global #smartphone production volume hits five-year low in 1Q20! To make matters worse, the industry may face a component shortage in the near future… cc: @amyyqin @paulmozur @lilkuo @evankirstel @vladsavov @peterthiel @IanKingSky @lancewhit @LeoKelion

TrendForce’s latest investigation finds that several factors have negatively affected smartphone production: first, the labor-intensive nature of the

[News] Market Anticipates a 50% Price Surge for NAND Flash in Short-Term | TrendForce Insights

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@trendforce

5 months

📈 Price increase more than 50% in #NAND Flash market may be around the corner!? As #NAND flash prices trend indicates a rebound after a period of destocking, a gradual price enhancement more than 50% is anticipated.💡 Dive into the expected increase 🔗 🔗

After a rebound from the decline in NAND prices, the current quotations still show a gap from reaching the breakeven point for suppliers such as Samsu...

Press Center - iPhone 15 Pro Max Boasts Exclusive Periscope Lens, Anticipated to Capture Nearly 40%...

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@trendforce

5 months

Latest DRAM rankings revealed! With AI buzz and 1-alpha nm DDR5 production, Samsung's quarterly revenue shows double-digit growth. However, SK hynix, ranking 2nd in revenue, boasts a remarkable 34.4% QoQ increase – the most significant growth! 📖 :

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@trendforce

4 years

#Gaming_monitors are on the rise in 2020 ! Shipment is projected to reach 12 million units, while companies focus on both quantity and quality. #monitor cc: @SofiaMcFarland @amyyqin @backlon @jpmello @nidopal @RapidTVNews @UHD4k @EricJhonsa @WSJheard

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@trendforce

9 months

#Apple is set to release the latest #iPhone 15 series. What upgrades can we expect this year? #TrendForce provides a forecast of detailed specifications for new iPhone models.

The Pro series, armed with smoother production cycles and the Pro Max’s exclusive periscope lens, is poised to be a consumer magnet and potentially pr

[News] Luxshare Acquires Leadership of Pegatron’s Kunshan Plant, Challenging Foxconn’s Dominance on...

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@trendforce

8 months

Apple iPhone 15 Series: A Breakdown of the Supply Chain! 📊 Read more:

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@trendforce

5 months

📱 #Foxconn ’s dominance on #iPhone assembly is now being challenged. As #Luxshare acquires control over another iPhone assembly plant in China, it is gaining more market share in manufacturing iPhone, expected to secure more Apple’s orders. 🔗 More: 🔗

Chinese iPhone assembly contractor Luxshare Precision is set to officially acquire the controlling stake of Pegaglobe (Kunshan), the iPhone assembly p...

Press Center - Asia Ranks First in 2019-2024 BESS Market CAGR, Says TrendForce | TrendForce -...

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@trendforce

4 years

The decline in #DRAM contract prices has officially come to a close in 1Q20. Though rising quotes may improve suppliers’ profitability, how will their margins change? #TrendForce give you the details. cc: @natashakhanhk @IanKingSky @scurtsy @LeoKelion

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@trendforce

4 years

#BESS applications and #EVs are set to become the two pillars supporting the #lithium_ion_battery market. Margins on EVs can potentially be surpassed by BESS margins! cc: @energytrend_tf @energynews_es @EV_Together @Energy_Pros @ReNew_Power

According to the EnergyTrend research division of TrendForce, the integration between centralized generation and distributed smart grid is an inevitable trend in smart city initiatives. Global BESS...

Press Center - While Close to Settling Legal Case with U.S., UMC to Focus More on Foundry Business...

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@trendforce

5 years

Global Top 10 #OSAT companies’ 3Q19 revenue shows a 10.1% increase YoY, but how are the individual companies doing? @trendforce has this to say… cc: @SEMIconex @SEMI_mktstats @vg_fco @SemiElectronics @eetimes @MarkLaPedus @technology @BBCTech @anandtech

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@trendforce

4 years

As dust settles on the lawsuit against #UMC for stealing #DRAM technologies from @MicronTech wafer capacities across the foundry industry continue to remain constrained. @trendforce explains. #semiconductor cc: @eetimes @TechCrunch @cnni @technology

UMC has announced today (Oct. 22) that the legal case against the company filed by the U.S. Justice Department for stealing trade secrets could now be resolved as soon as possible, according to...

[News] Controlled Market Demand Amid Earthquake Impact, Second Quarter DRAM Prices Expected to Rise...

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@trendforce

4 years

The rise of Chinese companies has resulted in traditionally dominant #LED companies successively exiting from the #LEDlighting industry. With the sale of #Cree ’s LED business, @trendforce explains the transaction’s mechanics and implications.

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@trendforce

11 months

#Nvidia emerges as the only top-five #IC design house with double-digit quarterly growth thanks to a surge in AI and cloud computing power. #TrendForce forecasts it could ascend to the throne as the leader in Q2! 📊Read more:

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@trendforce

4 years

⏰Final chance for early bird pricing⏰ Get the latest updates on trends and business opportunities in the #MicroLED and #MiniLED industries. 📌Register for #2020LEDforum right now and save $60 👉

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@trendforce

9 months

#Semiconductor manufacturing leader #TSMC has decided to jointly set up a factory with @BoschGlobal , @Infineon , and @NXP in #Dresden , #Germany . It's also announced the introduction of the 2nm process in its #Kaohsiung factory in Taiwan. Let's take a look at TSMC's latest

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@trendforce

4 years

Are we about to see an upturn in #DRAM prices? Which products will spearhead this resurgence? #TrendForce has this to say… #DRAM #memoryprices

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@trendforce

16 days

🚀 The price of DRAM continues to soar! With a notable increase in demand in the memory market and recent price hikes in DDR5, DDR4, and DDR3, the overall contract prices for Q2 are expected to surge by 20-25%! 💡 Explore more details: 🔗

According to a report from TechNews, there has been a significant surge in demand in the memory market, driving prices steadily upward. This surge has...

Can China’s Indigenous AI Chips Compete with NVIDIA?

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@trendforce

6 months

The top five semiconductor equipment manufacturers have released their latest financial reports amid a slowdown in the industry. Applied Materials, ASML, Tokyo Electron (TEL), Lam Research, and KLA have shown varying revenue performances. Despite current market uncertainties,

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@trendforce

4 years

Are ultra-fine pitch #LED #displays the next game-changer in the display market? #TrendForce forecasts the dynamics and momentum of these products… cc: @vladsavov @technology @stshank @rjcc @LEDsource @LEDnews @lednewsorg @LEDNews_UK @LED_news @LEDsource

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@trendforce

10 months

In the latest quarterly reports from leading cloud service providers @Microsoft , @amazon , and #Alphabet , it was observed that Microsoft's Intelligent Cloud division saw its annual revenue growth decline slightly from 16% in the previous quarter to 15%. Meanwhile, the revenue

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@trendforce

9 months

The US restricts #NVIDIA #AI chip exports to the Middle East. How will Chinese companies respond? #TrendForce analyzes the progress of AI chip development in China.

In its FY2Q24 earnings report for 2023, NVIDIA disclosed that the U.S. government had imposed controls on its AI chips destined for the Middle East. H

Dive into the Future of AI at COMPUTEX 2024 – Registration Open! | TrendForce Insights

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@trendforce

4 years

@TrendForce show the current development of the Taiwan #semiconductor industry in #5G supply chain ! cc : @SEMIconex @SEMI_mktstats @meliho @evankirstel @Xavier_Porter1 @electronics_med @SemiElectronics @DigitalNStream @anandtech @businessinsider @ZDNet @CNET @soheefication

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@trendforce

4 years

The oversupply problem of large-sized #panels are expected to stop in 2020, but will the potential tight supply of #DDI resurface? #TrendForce examines the details. #TDDI cc: @LeoKelion @MaryKayMagistad @bmclannahan @zacharye @stshank @engadgethd @eetimes

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TrendForce

@trendforce

7 months

TSMC and Samsung are set to ramp up mass production of their second-gen 3nm products and enhanced 4nm process over the course of this year and the following year. TrendForce indicates that although Samsung is poised to begin mass production of its cutting-edge 3GAP process by

Anthony

@TheGalox_

7 months

Samsung’s 4th generation 4nm process and 2nd generation 3nm process will both go into production next year Meanwhile, in 2025 Samsung’s 1st generation 2nm process will go into product

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TrendForce

@trendforce

7 months

🌐 #COMPUTEX2024 : Join the world's tech leaders at this global tech extravaganza, set to revolve around #AI . With global spending on AI tech expected to exceed $300 billion by 2026, don't miss the opportunity to be part of the future! 💡 Read more:

This year's COMPUTEX successfully attracted global attention, with the participation of 1,000 exhibitors and nearly 50,000 technology experts, startup...

Press Center - Global Top 10 Foundries Q4 Revenue Up 7.9%, Annual Total Hits US$111.54 Billion in...

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TrendForce

@trendforce

2 months

In 2024, the global top 10 foundries are set to see a 12% annual increase in revenue, with AI demand as a key driver! #TrendForce dives into customer order demands and inventory adjustments.

The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching $30.49 billion. Thi

user203039.pse.is

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TrendForce

@trendforce

9 months

All top three #DRAM suppliers saw shipment growth in Q2. SK hynix's market share breaches 30%, while #Samsung and #Micron both lose market share. #TrendForce analyzes the latest market shifts. 📊 Related News: 📊 More on #DRAM :

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TrendForce

@trendforce

9 months

Short-term uptick observed in the #NAND Flash Wafer spot market, but is there actual end-user order support? #TrendForce examines how factory production cuts affect pricing.

Press Center - Suppliers Successfully Hike Wafer Contract Prices, Triggering Short-Term Surge in...

Recently, the spot market for NAND Flash chips has seen a rise in active price inquiries for certain products, a movement driven by successful increas

What Is ‘Silicon Photonics’? Why Intel, TSMC, NVIDIA, Apple Are Investing

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TrendForce

@trendforce

9 months

Chiplets and heterogeneous integration are seen as current semiconductor development trends and key solutions to extending Moore's Law. But do you know what #SoC , #SiP , and #Chiplets are?

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TrendForce

@trendforce

8 months

Rising demand for data transfer & computational efficiency is met by silicon photonics, addressing signal loss. Major semiconductor firms dive in. #TrendForce outlines 3 stages of its development & current challenges.

With the increasing demand for massive computing in fields such as AI, communication, and autonomous vehicles, the evolution of integrated circuits (I

In-Depth Analysis of the Global Automotive Market »Free Download

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TrendForce

@trendforce

4 months

Leading semiconductor foundry #TSMC announced its 4Q23 financial report on the 18th. Consolidated revenue was around US$19.62 billion, a 1.5% YoY decrease but a 13.6% QoQ increase. For 1Q24, TSMC forecasts revenues between $18-18.8B, roughly a 6.3% QoQ decrease. TSMC CEO Wei

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TrendForce

@trendforce

8 months

AI demand is soaring! NVIDIA now officially surpasses Qualcomm to become the global leader in IC design revenue. Check out detailed rankings and forecasts for next quarter

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TrendForce

@trendforce

3 months

The world's top five semiconductor equipment manufacturers have released their latest financial reports, signaling a surge in demand for advanced manufacturing equipment and positive signs of industry recovery. The US has continuously thwarted efforts by equipment suppliers to

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TrendForce

@trendforce

8 months

The #iPhone15 series specs forecast is out! #TrendForce predicts the Pro Max will feature an exclusive periscope lens to boost interest, but two major factors may impact overall sales. 📊Read more:

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TrendForce

@trendforce

2 months

Surging demand for AI-related HPC drives TSMC's Q4 revenue 14%, with significant revenue share increase in its 3nm process. Meanwhile, Samsung sees a 1.9% decrease in foundry revenue. We analyzes the latest shifts in the semiconductor foundry industry...

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TrendForce

@trendforce

9 months

🚗 Electric vehicles, V2X networks, and AI are revolutionizing the automotive industry. #TrendForce presents an in-depth analysis of the global automotive market with its report 📂 📢 Click below now to access a preview of the report!

TrendForce's analysis for the 2023 auto market suggests that despite slowing inflation in Europe and the US, the global economy remains sluggish. Automakers are stoking demand with price cuts,...

seminar.trendforce.com

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TrendForce

@trendforce

6 months

🌟 Qualcomm’s 3nm process for the Snapdragon 8 Gen 4 in 2024 still sticks with TSMC exclusively, instead of the previously rumored double-foundry mode from both TSMC and Samsung. 💡 Dive deeper into the details: #Samsung #TSMC #3nm

[News] Samsung Fails to Secure Qualcomm’s 3nm Orders for the Coming Year, Dual Foundry Strategy...

According to TechNews' report, TSMC and Samsung fiercely compete in the semiconductor foundry sector. Earlier market reports suggested that Qualcomm's...

[News] TSMC Reportedly Sensing Increased Orders Again, CoWoS Production Capacity Surges | TrendFo...

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TrendForce

@trendforce

21 days

Apple's A-Series Chip Roadmap: Currently, Apple uses TSMC's 3nm process for various chipsets. The upcoming iPhone 17 chip won't use the 2nm process. That is to say, the A19 Pro chip, arriving in 2025, will stick with TSMC's N3P process. 📊 Learn more:

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TrendForce

@trendforce

2 months

📈 The surging demand for CoWoS has led to an uptick in TSMC's monthly capacity from 35,000 to 40,000 wafers! Notably, TSMC's SoIC monthly capacity is also set to adjust from 2,000 to nearly 6,000 wafers per month by the end of 2024! 💡 Explore more: 🔗

With AI demand exploding across the board, TSMC initiated a major expansion plan for CoWoS in 2023. According to MoneyDJ citing sources, TSMC reported...

[News] NVIDIA Expands Advanced Packaging Supply Chain with Intel’s Inclusion, Diverting Orders from...

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TrendForce

@trendforce

5 months

Samsung and SK hynix are joining forces with industry leaders like Intel to drive advancements in CXL, a pivotal technology for boosting data communication speeds in AI applications. This strategic partnership focuses on elevating the performance of processors and memory devices,

The Korea Economic Daily

@kedglobal

5 months

Samsung Electronics Co. and SK Hynix Inc. are deepening ties with rivals to advance chiplet, CXL and customized chip technologies to win the AI chip war. #chiplet #CXL #HBM #Samsung_Electronics #SK_Hynix #AI_chips #AMD #TSMC #MDI_Alliance #Drama

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TrendForce

@trendforce

6 years

Apple will announce three new iPhone models this fall, and TrendForce has predicted the prices and tech specs of them. As for the differences between the new models, @TrendForce says…

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TrendForce

@trendforce

5 years

Comparing different types of chips for Artificial Intelligence! What is the next big thing in AI? #AI #AI_Chip #FPGA #ASIC #GPU #Artificial_Intelligence

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TrendForce

@trendforce

4 months

🤝 Intel is now entering NVIDIA’s advanced packaging supply chain! Still, despite orders being diverted by Intel, TSMC, along with its related partners, remains NVIDIA’s primary supplier and supplies roughly 90% of capacity for NVIDIA. 🔗 Dive deeper: 🔗

NVIDIA's AI chip supply faces constraints, with insufficient CoWoS advanced packaging production capacity at TSMC potentially being the main issue. Ac...

[News] SK Hynix Rumored to Propose Collaboration with Kioxia for HBM Production in Japan | TrendF...

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TrendForce

@trendforce

4 months

TSMC delays 3nm Arizona fab by a year, cites lack of U.S. subsidies and waning demand. 📰 News Source:

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TrendForce

@trendforce

3 months

📣 Leading HBM provider SK Hynix is ramping up production capacity! By proposing an alliance with NAND manufacturer Kioxia, they plan to produce AI-focused HBM in Japan. How does this collaboration relate to Kioxia's merger with WD? 💡 Explore more: 🔗

South Korean memory giant SK Hynix is reportedly exploring a collaboration with Japanese NAND flash memory manufacturer Kioxia to produce High Bandwid...

[News] Rapidus, the First 2nm Client, to Manufacture AI Chips for Tenstorrent | TrendForce Insights

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TrendForce

@trendforce

11 days

1Q24 Financials Unveiled for Global Top Six Foundries! With AI's rapid growth fueling demand for high-performance chips, major foundries are expanding advanced process capacities. Geopolitical turmoil has spurred nations to offer substantial subsidies to develop independent

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TrendForce

@trendforce

4 years

With the advantage of cost savings and lead time reduction, #EUV has been attracting market attention in recent years. Both of the Korean #DRAM makers are working on EUV technology, but we believe @skhynix will officially adopt EUV for its 1 alpha nm DRAM by 2022 at the earliest.

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TrendForce

@trendforce

1 month

#TSMC announces its 1Q24 financial results on April 18 as the company reported consolidated revenues of US$18.87B, a QoQ decrease of 3.8% but a 12.9% YoY increase. It has slightly outperformed the expected range of $18 to $18.8B. Looking at sales of process technology, revenues

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TrendForce

@trendforce

3 months

🔥 Rapidus, a Japanese foundry jointly founded by 8 local firms, has revealed its first 2nm client: Tenstorrent! The alliance focuses on producing edge AI accelerators utilizing 2nm logic tech. 🔎More details & Rapidus' 2nm plant construction progress: 🔗

Rapidus, a foundry company established through Japanese government-industry collaboration, aims to mass-produce 2-nanometer chips by 2027. According t...

[News] CoWoS Capacity Shortage Challenges AI Chip Demand, while Taiwanese Manufacturers Expand to...

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TrendForce

@trendforce

3 months

📈 The rising AI chip demand has raised challenges to CoWos production capacity!While TSMC has planned for capacity expansion, the tight supply still offers chances for other manufacturers. Explore the CoWoS status for each giant compiled by TrendForce: 🔗

With the flourishing development of technologies such as AI, cloud computing, big data analytics, and mobile computing, modern society has an increasi...

New Options Beyond Building Quantum Computers! NCKU Utilizes Amazon Braket to Launch Research...

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TrendForce

@trendforce

8 months

Curious about how the NCKU team is delving into quantum technology using #Amazon_Braket ? Check out their firsthand experiences and insights!

In parallel with AI and IoT, quantum technology stands as one of the three engines driving humanity’s Fourth Industrial Revolution. With the potential...