Author Archives: TrendForce

[News] Chip Equipment Giant KLA Predicts 20% Drop in China Sales for 2025 Amid New U.S. Export Curbs

Posted on 2024-12-10 by TrendForce

As a new round of U.S. export crackdown on China’s semiconductor industry kicked off last week, global semiconductor giants have been evaluating the impact. Among them, U.S. chip equipment maker KLA may be the first company to go into detail, …

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Posted in IC Manufacturing, Package&Test, Semiconductors | Tagged , , , , | Leave a comment

[News] Trump Risk Index: Mexico and Thailand Most Vulnerable, Taiwan Safer Than Japan and South Korea

Posted on 2024-12-10 by TrendForce

The ongoing influence of U.S. President-elect Donald Trump’s tariff increase threat continues to ripple across the globe. The Washington-based nonprofit think tank, the Information Technology and Innovation Foundation (ITIF), has released a report of “Trump Risk Index,” ranking 39 U.S. …

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Posted in Macroeconomics, Semiconductors | Tagged , , | Leave a comment

[News] Conventional DRAM Prices Plunge Amid Oversupply, Raising Concerns for Taiwanese Firms

Posted on 2024-12-10 by TrendForce

According to a report by the Economic Daily News, the DRAM market remains sluggish, with prices continuously declining. Industry insiders admit that the current market conditions are worse than anticipated. The report cites sources who attribute the ongoing price corrections …

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Posted in DRAM, Semiconductors | Tagged | Leave a comment

[News] TSMC Founder on Rivals: Intel Needs New Strategy, while Samsung Bothered by Technical Issues

Posted on 2024-12-10 by TrendForce

According to a report from Economic Daily News, at the launch event for the second volume of his autobiography yesterday, TSMC founder Morris Chang shared insights about TSMC’s two major rivals, Intel and Samsung. Chang once referred to these two …

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[News] China Launches Antitrust Probe into NVIDIA over Mellanox Deal, Heightening U.S. Chip Tensions

Posted on 2024-12-10 by TrendForce

Shortly after U.S.’s latest semiconductor crackdown on China, which restricted exports to 140 entities, the country has found a way to fight back – by targeting NVIDIA. According to reports from Reuters and Bloomberg, China announced on Monday that it …

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Posted in IC Design, Semiconductors | Tagged , , , | Leave a comment