Semiconductors


2023-05-12

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

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 Chinese and non-Chinese suppliers, with Taiwan...

2023-05-12

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

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 to reach USD 100 billion by 2027, with a CAGR of 3.7% ...

2023-05-11

A Deep Dive into China’s Leading Foundries Amidst US Restrictions

The risks associated with the United States' suppression of China's semiconductor industry and the ongoing tension in China-US relations continue to permeate the supply chain. However, most customers of foundries are adopting a cautious approach, either maintaining a wait-and-see attitude or gradual...

2023-05-10

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

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 Flash is expected to fall between 8~13%. On the other ...

2023-05-09

Onsemi’s Aggressive Expansion in SiC Market Catches Competitors by Surprise

Onsemi, a semiconductor manufacturer, announced at the end of April that it had signed a Long-Term Supply Agreement for SiC power components with Zeekr, a subsidiary of Geely Auto Group. Geely Automotive will use Onsemi's EliteSiC power components to optimize energy conversion efficiency in its elec...

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