Author Archives: TrendForce

[News] PC Giants Lenovo, HP, and Dell Reportedly Set Sights on Saudi Arabia Production Amid Tariffs Risks

In response to the uncertainty surrounding Trump’s tariff policies, major tech companies are diversifying their supply chains to reduce potential risks. While countries like India have emerged as new hot spots, Tom’s Hardware notes that the three leading PC manufacturers—Lenovo, HP, and Dell—are reportedly …

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[News] TSMC Tech Symposium Highlights: A14 Set for 2028 Launch; 9.5 Reticle CoWoS Arriving in 2027

With 2nm scheduled to enter mass production in 2H25, TSMC, at its North America Technology Symposium today, introduced more details on its next-gen advanced node, A14, which is expected to start production in 2028. Notably, Tom’s Hardware suggests that the …

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[News] Complex Hurdles of American Manufacturing: More Than Just Cost Concerns

Amid uncertainties surrounding Trump’s tariff policies, the question of whether production can be brought back to U.S. soil has drawn increasing attention. According to a report from Commercial Times, citing WIRED, the vast majority of American small and medium-sized enterprises …

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[News] SK hynix Q1 Profit Soars, Sees 12-layer HBM3E Sales Skyrocketing in Q2, But Flags Tariff Risks for 2H

SK hynix saw its Q1 operating profit surging 158% year-over-year, fueled by booming AI chip sales and stockpiling ahead of potential U.S. tariffs, as per Reuters. Despite the upbeat results, the South Korean memory giant warns that elevated macro uncertainties …

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[News] Hanmi Semiconductor Reportedly Sees Strong TC Bonder Demand from Micron, Chinese Clients

As the HBM race heats up, TC (thermal compression) bonders, which stack chips onto processed wafers by employing thermal compression to bond, are in hot demand. Memory giants are scrambling to lock in orders, and according to Money Today, Hanmi …

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