Author Archives: TrendForce

[News] Netherlands Expands Export Control over ASML’s Two DUV Machines, Effective on September 7th

In late August, it is said that the Netherlands mulls to ban ASML, the country’s semiconductor equipment giant, from conducting equipment maintenance and providing related backup components in China. Now the latest regulation has been revealed, as the Dutch government …

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[News] Key Economic Indicators to Watch in the Week ahead: China, US CPI and More

Last week, a series of U.S. employment data fueled concerns about a potential economic recession, causing the S&P 500 to drop 4.2%, marking its worst weekly performance since January 2022. U.S. 2-year and 10-year Treasury yields fell, reflecting market expectations …

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[Insights] Small and Medium-Sized TV Panel Prices Poised to Stabilize

Yesterday, TrendForce released panel prices for early September.   TV According to Boyce Fan, Research Vice President of TrendForce, entering September, the demand for TV panels remains relatively weak, and with no significant increase in brand-side purchasing momentum, panel prices continue to face …

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[News] TSMC’s Kumamoto Fab Influence Expands, Economic Spillover Effect Expected to Exceed JPY 10 Trillion

TSMC’s fab in Kikuyo, Kumamoto Prefecture, Japan (Kumamoto Fab 1) is expected to begin mass production by the end of 2024, with plans for a second fab in the region. Thus, the influence of TSMC’s presence continues to expand, as …

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[News] China’s Surge in Chipmaking Tool Purchases May Lead to Overcapacity Crisis of Legacy Chips

To counter the U.S.’s ongoing semiconductor restrictions launched the U.S., China has outspent the U.S., South Korea, Japan, and Taiwan combined on chip manufacturing equipment in the first half of this year. However, sources cited by a report from Commercial …

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