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Author Archives: TrendForce
Why did TSMC choose to build a chip plant in Japan?
Having experienced in worldwide lockdown caused by COVID-19 and rising geopolitical worries in recent years, governments of various countries hope to have wafer manufacturing plants in their own territories to reduce the possible impact of supply chain disconnection; however, building …
Posted in Semiconductors, Wafer Foundries
Tagged chip plant, chip shortage, foundry, semiconductor stocks, Taiwan semiconductor, TrendForce, TSMC
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Taiwanese Server ODMs Expected to Account for About 90% of Global Server Production in 2021 by Expanding Production Capacities Outside of Domestic China, Says TrendForce
Escalating trade tensions between the US and China, rising geopolitical issues, increased tariffs, and uncertainties stemming from the COVID-19 pandemic’s emergence last year have compelled server ODMs to actively shift their operations closer to clients as well as engage in …
Posted in Semiconductors, server
Tagged AWS, Facebook, Foxconn, Google, Inventec, server ODM, server production, TrendForce, Wistron
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EDA Expected to Become Primary Focus of Development under China’s New IC Policies
TrendForce’s investigations show that, among the three categories in the upstream semiconductor supply chain, which consist of semiconductor manufacturing equipment, materials, and EDA, China made the most progress regarding self-sufficiency in semiconductor equipment, followed by materials, with EDA coming in …
Posted in IC Design, Semiconductors
Tagged Cadence, China semiconductor, EDA, Electronic design automation, Mentor Graphic, Nasdaq, Synopsys, TrendForce
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DRAM Prices Projected to Enter Period of Downswing in 2022 as Demand Lags Behind Supply, Says TrendForce
DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations. This decline can be attributed to not only the …
Posted in DRAM, Semiconductors
Tagged DRAM price, DRAM revenue, Micron, Nanya Tech, Samsung, SK Hynix, TrendForce, Winbond
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Navitas Takes Leadership Position in 2021 Ranking of GaN Power Devices Manufacturers with 29% Market Share by Shipment, Says TrendForce
Demand for fast chargers used for various consumer electronics has been quickly rising. For instance, smartphone brands such as Xiaomi, OPPO, and Vivo led the industry by releasing fast chargers in 2018, subsequently gaining consumer acceptance via their fast chargers’ …