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Author Archives: TrendForce
[News] EU Reportedly to Counterdump Semiconductor and Electric Vehicles from China
In 2024, trade tensions between China and the EU have intensified. On April 10th, the European Commission updated its report on distortive economic practices in China, expanding to include new industries such as telecommunications equipment, semiconductors, railways, renewable energy, and …
[News] Micron Expects 4-6% Quarterly DRAM Supply Impact Post Taiwan Earthquake
Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange …
[News] Huawei Reportedly Establishing Extensive Chip Equipment R&D Center in Shanghai
According to a report from Nikkei Asia, Chinese tech giant Huawei is building a semiconductor equipment research and development center in Shanghai to navigate U.S. export controls and strengthen its chip supply chain. As per the same report from Nikkei …
[News] SSD vs. HDD: Battle Gets Underway Again
The sweeping AI wave not only keeps AI chips in the market spotlight but also ushers in a new round of opportunities for the memory market. Recently, Citibank announced that SSD will replace HDD in the AI field, citing SSD’s …
[News] Apple Reportedly Doubles iPhone Production in India, while Foxconn Holds 67% Share
In a bid to reduce dependence on China, Apple significantly expanded its production volume in India, doubling iPhone production last year. Foxconn, which holds the largest share in iPhone assembly, accounted for a substantial 67% of this increased production. Bloomberg …