Insights
The market started worrying about the oversupply in semiconductor 2023, when the demand will start growing again depends on two factors: the situation of the macroeconomy and the inventory status. Since foundries’ capacity utilization rates started drop in 3Q22, chip supply as a whole has decre...
Insights
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...
Insights
According to TrendForce, as the United States continues to expand the content of various lists, successively pass anti-China bills, and explicitly prohibit the export of certain products to China, the two countries have gradually drifted apart and this antagonistic relationship will continue if no d...
Insights
Although the overall economy is unstable, the use of automotive MCUs is still increasing gradually due to electric and smart vehicle trends. In order to meet market demand, IDMs have strengthened their investment in production resources. There will also be volume and price growth in 2022. Overall ma...
Insights
Although current semiconductor process technologies have evolved to the 3nm and 5nm nodes, SoC (system on a chip) architecture has yet to be manufactured at these nodes, as memory and RF front-end chiplets are yet to reach sufficient advancements in transistor gate length and data transmission perfo...