Author Archives: TrendForce

[News] Overview of China’s Semiconductor Equipment Industry

According to TrendForce’s compilation and analysis of various industry data and the recent financial reports of major representative companies, it appears that China’s local equipment industry can cover the various stages required in semiconductor manufacturing processes (excluding lithography machines). Overall, …

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[News] Overview of the Latest Financial Reports from the Top Five Equipment Giants Amid the Intense US-China Tech War

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 export advanced …

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[News] Vision Pro Chip Analysis Highlights Texas Instruments as the Major Chip Supplier

Despite the ongoing intensity of the US-China tech war, Apple has been gradually leaning towards a more diversified supply chain, especially in the production of its latest head-worn device, Vision Pro. As per a report from Commercial Times, upon examination, …

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[News] Samsung Secures 2-Nanometer Order from Japanese AI Startup Preferred Networks

It was reported earlier that during Samsung Electronics’ fourth-quarter financial announcement in 2023, the company revealed that its foundry division had secured orders for 2-nanometer AI chips. However, at the time, Samsung did not disclose the name of the relevant customer. …

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[News] Applied Materials’ Performance Surges Following Forecast Indicating Chip Sector Recovery

On February 15th, U.S. chip equipment giant Applied Materials released financial results that surpassed expectations, accompanied by an optimistic revenue forecast for the current quarter. In the previous quarter (Q1 of the fiscal year), Applied Materials recorded a revenue decline …

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