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Author Archives: TrendForce
[News] Taiwanese MLCC Manufacturers to Benefit as Murata Optimistic about Demand amid AI Boom
According to a report from Economic Daily News, the AI boom has significantly increased the use of passive components, particularly in AI PCs and AI servers. Murata, a Japanese giant in multilayer ceramic capacitors (MLCC), is optimistic about the market outlook, …
[News] SK hynix CEO: Demand for Memory Chips to Remain Robust until 1H25, Driven by HBM
As the demand for memory chips used in AI remains strong, prompting major memory companies to accelerate their pace on HBM3e and HBM4 qualification, SK hynix CEO Kwak Noh-jung stated on August 7 that driven by the high demand for …
Posted in DRAM, Semiconductors
Tagged HBM, HBM3e, HBM4, Micron, Nvidia, Samsung, SK Hynix
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[News] Two Contrasting Trends Emerge in Wafer Foundry Industry
AI industry has been driving semiconductor industry to advance forward. Benefited from the surge in AI-driven demand for advanced process chip, foundry industry is experiencing a gradual turnaround, while demands for consumer chip and automotive chip have not yet fully …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged 2nm, advanced process, GlobalFoundries, Intel, IoT, Rapidus, Samsung, TSMC, UMC
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[News] TSMC Reportedly to Raise 3nm & 5nm Prices Soon, Looking to Maintain Long-Term Profit Margins
According to a report from wccftech, leading semiconductor foundry TSMC is preparing to increase the prices of its 3nm and 5nm processes. Reportedly, this move is said to maintain its long-term gross profit margin of 53% and secure its leadership position …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged 3nm, 5nm, Apple, Qualcomm, TSMC
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[News] China’s July Export Growth Slows, Posing Challenges to Annual GDP Target
The General Administration of Customs of the People’s Republic of China released the import and export data for July on August 7. The total export value in July, measured in USD, was $300.5 billion, representing a 7.0% year-on-year growth. However, this …