Author Archives: TrendForce

[News] Korean Semiconductor Exports Hit a New High, with Memory Shipment up by 88.7%

According to a report by Yonhap News Agency, data released by Korea’s Ministry of Science and information and communication technology ICT on July 15 shows that in the first half of this year, Korea’s ICT industry exports grew by 28.2% …

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[News] Samsung Rumored to Mass-Produce HBM4 with 4nm Process

As per a report from Korea Economic Daily citing unnamed sources on July 15th, Samsung Electronics is preparing to mass-produce the logic die for HBM4 using its advanced 4nm process. The logic die, situated at the bottom of the chip stack, …

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[News] Taiwanese Foundries and Networking Companies to Benefit amid Escalating US-China Tech War

According to a report from Commercial Times, with expectations that tensions between the U.S. and China remain unresolved for the time being, and China’s continued production in mature process semiconductor foundries and communication equipment, the trend of decoupling from China …

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[News] NVIDIA’s H20 See Surge in Orders from Chinese CSPs as Momentum Continues in 2H

The heightened tensions between China and the U.S. are expected to escalate further. According to a report from Commercial Times, this has been reflected in the past quarter’s increased demand for AI servers among Chinese Cloud Service Providers (CSPs) and …

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[News] Global Passive Component Giants to Raise Prices by 20%, Benefiting Taiwanese Supply Chain

According to a report from Economic Daily News, benefiting from the upcoming peak season for smartphones, a recovery in the PC market, and a more than 30% surge in silver prices this year, global giants such as Murata and TDK …

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