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Recent Posts
- [News] Former Intel CEO Pat Gelsinger Becomes an Investor for UK AI Startup Fractile
- [News] U.S. Blockade Fails? China’s Chip Exports Surge for 14 Consecutive Months, Hitting USD 160 Billion in 2024
- [News] Mitsubishi Motors Reportedly Won’t Join Honda-Nissan Integration, Focusing on Southeast Asia Growth
- [News] TSMC Reportedly Expects Fab 18 Recovery by Jan. 23, Fab 14 Timeline Uncertain After 6.4 Earthquake
- [News] TrendForce: China’s Trade-In Policy Continues, Driving January TV Panel Price Increases
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Author Archives: TrendForce
[News] Semiconductor Equipment Market Sees Robust Growth Fueled by AI Despite Declining China Demand
According to a report from MoneyDJ, citing a Nikkei report from December 4, generative AI demand is expected to boost revenue growth for semiconductor equipment manufacturers this quarter. The report highlights that while demand from the industrial and automotive markets …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged Applied Materials, ASML, China, TEL
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[News] Malaysia Warns Trump’s Tariff Threats on BRICS Could Disrupt Semiconductor Supply
According to a report from Reuters, Malaysia warned on Thursday that any move by the incoming Trump administration to impose high tariffs on BRICS countries for potentially creating a new currency or shifting away from the U.S. dollar could disrupt the …
[News] NXP Reportedly Commits to Build China-Specific Chip Supply Chain amid Tightening U.S. Export Controls
Following a new wave of U.S. export restrictions that targets nearly 140 Chinese semiconductor companies, NXP, while making strides in building a chip plant in Singapore, affirms that it is working to provide the capability of a localized supply chain …
[News] Apple’s Use of Baidu AI in China Faces Challenges, Potentially Affecting iPhone Sales
According to Reuters, citing The Information, sources indicate that Apple and Baidu are collaborating to add AI capabilities to iPhones sold in China next year. However, the two companies are facing challenges in advancing the project. The report notes that …
Posted in Artificial Intelligence, Consumer Electronics, Emerging Technologies
Tagged Apple, Apple Intelligence, Baidu
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[News] Innolux Delays FOPLP Mass Production to First Half of 2025
According to a report by the Commercial Times, Jin-Yang Hung, Chairman of panel manufacturing giant Innolux, expressed cautious optimism for the company’s outlook in 2024. He noted that demand and pricing for TV panels are likely to recover, while PC …