Author Archives: TrendForce

[News] U.S. Whitelist Shake-up Spurs China’s Order Shift, Boosts Taiwan’s OSATs & IC Firms Like ASE

As the chip war heats up, the U.S. BIS unveiled an updated semiconductor whitelist on February 4, per its website. Commercial Times reports that the list, split into IC design (IW) and packaging & foundry (PW) categories, is likely to …

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[News] Surging Demand from China’s Trade-In Policy Reportedly Revitalizes South Korean Foundries

According to Commercial Times, citing Business Korea, the Chinese government has introduced a “trade-in” policy to stimulate domestic consumption, offering subsidies to consumers purchasing electronic products. The report points out that since the beginning of 2025, sales of electronic devices …

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[News] Apple May Manufacture iPhones in Indonesia to Reverse Sales Ban

According to a report from Nikkei, sources indicate that Apple suppliers are working to establish iPhone production in Indonesia as the company continues negotiations with the Indonesian government to lift the sales ban on iPhones 16. If the plan moves …

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[News] WD Sets Flash Business Split Date, Unveils High-Bandwidth Flash as NAND’s Next Leap

Memory giant Western Digital has confirmed the date for the planned separation of its flash business, set to complete on February 21, 2025, according to its press release. Western Digital currently oversees two main divisions, the hard disk drives (HDD) …

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[News] China’s Semiconductor Equipment Industry Booming, Self-Sufficiency to Reach 50% by 2025?

According to TechNews, China is accelerating its efforts to localize semiconductor production. Among these efforts, semiconductor equipment serves as the cornerstone of the industry, and its level of localization directly determines the overall autonomy and control of the semiconductor supply chain. Recently, …

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