Author Archives: TrendForce

CHIPS Act Again, PSMC Captured Orders rerouted from HuaHong Foundry Business

Posted on 2023-05-12 by TrendForce

Over the past few years, the US Department of Commerce has imposed export restrictions and the CHIPS Act, causing political tensions to rise between China and the US. To mitigate geopolitical risks, customers are beginning to diversify the proportion of …

Continue reading →
Posted in DRAM, NAND Flash, Semiconductors, Wafer Foundries | Leave a comment

Upstream Material And Component Price Reductions Have Led To A Decline In Module Prices And A Significant Recovery In Cell Profitability

Posted on 2023-05-12 by TrendForce

After the Chinese holidays, solar-related materials continued to decline, with the exception of module prices which remained nearly flat. Prices for other materials such as cells, wafers, and polysilicon all decreased. Polysilico Polysilicon prices have continued to decline since the …

Continue reading →
Posted in Energy, Solar PV | Tagged , , , , , , | Leave a comment

Thailand Poised to Become the Main PCB Production Hub Amid Geopolitical Upheaval

Posted on 2023-05-12 by TrendForce

Global PCB market revenue will decline by 3.4% in 2023 due to low demand for consumer electronics, reaching around USD 80.5 billion, down from approximately USD 83.3 billion in 2022. However, the industry is expected to rebound, with a potential …

Continue reading →
Posted in Semiconductors | Tagged , , , | Leave a comment

The Sales of Smaller Size TV Products Stagnate, Resulting in China’s TV Sales Dropping 1.7% in 2023

Posted on 2023-05-11 by TrendForce

TV sales in China hit their peak in 2019, with 44.5 million units sold, but the market experienced a sharp decline in 2020. This was due to the previous marketing strategy of lowering prices to increase sales volume no longer …

Continue reading →
Posted in Consumer Electronics, TVs | Tagged , , , , | Leave a comment

Memory Spot Prices were volatile this week, with Q2’s Average Price Decline worsening

Posted on 2023-05-10 by TrendForce

TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23. DRAM prices are projected to fall 13~18%; NAND …

Continue reading →
Posted in DRAM, NAND Flash, Semiconductors | Tagged , , , , , , | Leave a comment