Author Archives: TrendForce

[News] Samsung May Opt for MediaTek’s Dimensity 9400 in Galaxy S25 FE, Dropping Exynos

Samsung’s next-generation flagship phone, the Galaxy S25 series, is set to debut in three months. According to current market rumors, the lineup will still include the S25, S25+, and S25 Ultra models. In addition, Samsung is expected to release a …

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[News] U.S. Reacts to China’s Gallium Export Controls with New Initiative for Diamond-Based Semiconductors

China has taken steps to assert state ownership over its rare-earth materials necessary for semiconductor production by enacting a regulation that came into effect on October 1st. In response to China’s export restrictions, the U.S. Department of Defense agency DARPA …

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[News] TikTok Lays off Hundreds of Employees in Malaysia amid Heightened Regulatory Pressure

Amid the wave of global AI investments, China’s TikTok has confirmed the layoff of employees from its Malaysia division. According to a report by Reuters, over 700 employees have been laid off as the company pivots to increased use of …

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[News] SBI Chairman Accuses PSMC of Dishonesty, Calls Breakup a Blessing

A major collaboration between Taiwan and Japan on semiconductors has been halted, as PSMC suddenly informed SBI Holdings in late September that it was unable to proceed with the plan of constructing a fab in Japan as it had promised …

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[Insights] Module Production Sees Recovery, Upstream Sectors Still Engaged in a Power Struggle

Polysilicon In the polysilicon market, post-holiday trading sentiment remains subdued, with overall deliveries primarily focusing on delivering previous orders. After the recent price hikes for polysilicon, trading activity has been tepid. Ingot manufacturers are mainly adopting a wait-and-see attitude, purchasing …

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