In-Depth Analyses
Under the grand banner of China's domestic substitution policy, the wave of locally produced chips is swiftly spreading to the realm of Power Management ICs (PMICs). Over the past three years, the number of fundraisings for Chinese PMIC manufacturers has shot up. We've seen an increase from 18 ro...
Insights
YMTC has officially notified a 3~5% price increase for NAND Flash in mid-May. However, the initial impact of the price hike is expected to be felt in the enterprise market, and it may take some time to reflect in the consumer spot market. The semiconductor industry is in the midst of a correction...
Insights
According to the weekly memory spot price trends released by TrendForce, apart from a slight increase in the price of DDR5 chips due to shortages, the spot prices of other memory products continue to decline. The detailed situation is as follows: DRAM Spot Market Spot prices of DDR5 chips have...
In-Depth Analyses
Tesla, the world's leading electric vehicle (EV) manufacturer, has announced its collaboration with BYD, a leading player in the EV and battery industry. The partnership involves Tesla incorporating BYD's lithium iron phosphate (LFP) blade batteries into the rear-wheel-drive entry-level version of t...
Insights
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...