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In-Depth Analyses
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...
In-Depth Analyses
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 ...
In-Depth Analyses
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...
Insights
Samsung Starts the Foundry Battlefield with a Saying of Surpassing TSMC in 5 Years
Samsung recently announced that they will ahead of TSMC in the foundry market within 5 years. At the same time, Intel also claimed to become the second-largest player in the market before 2030. Currently, both Samsung and TSMC are adapting 3nm process to do the chip manufacturing, with the technolog...
In-Depth Analyses
China’s Pivot: Tech Giants Seek Self-Sufficiency Amid US Chip Ban
The US ban on Chinese industries has left China struggling with a seemingly severe shortage of chips. However, China’s tech giants refuse to surrender; instead, they’re pivoting quickly to survive the game. Since 2019, the US Department of Commerce has added Chinese leading companies like Hua...
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