Articles


2022-02-16

Intel Kills Two Birds with One Stone as Tower Acquisition Strengthens Mature Process Platforms and Regional Production Capabilities, Says TrendForce

Intel officially confirmed on February 15 that it will acquire Israeli foundry Tower Semiconductor for nearly US$6 billion, and the deal will likely contribute to the growth of Intel’s foundry business if it reaches a successful conclusion, according to TrendForce’s latest investigations. Tower...

2022-02-16

With an Assist from Oculus Quest 2, 2022 AR/VR Device Shipments Revised Up to 14.19 Million Units, Says TrendForce

AR/VR device shipments revised up to 14.19 million units in 2022, with an annual growth rate of 43.9%, according to TrendForce research. Growth momentum will come from increased demand for remote interactivity stemming from the pandemic, as well as Oculus Quest 2’s price reduction strategy. Micr...

2022-02-15

[Russia-Ukraine] The Conflict Affects Semiconductor Gas Supply and May Cause Rise in Chip Production Costs, Says TrendForce

Ukraine is a major supplier of raw material gases for semiconductors including neon, argon, krypton, and xenon, according to TrendForce’s investigations. Ukraine supplies nearly 70% of the world's neon gas capacity. Although the proportion of neon gas used in semiconductor processes is not as hig...

2022-02-10

NAND Flash Pricing Set to Spike 5-10% in Q2 Due to Material Contamination at WDC and Kioxia, Says TrendForce

WDC recently stated that certain materials were contaminated in late January at NAND Flash production lines in Yokkaichi and Kitakami, Japan which are joint ventures with Kioxia, according to TrendForce’s investigations. Before this incident, TrendForce had forecast that the NAND Flash market wil...

2022-02-09

[Russia-Ukraine] Impending war between Russia and Ukraine may squeeze supply of certain semiconductors

As of February 8, 2022, it has been 3 months since Russia began amassing troops on its border with Ukraine and tensions have yet to ease. Since Ukraine is a major producer of gases required for semiconductor manufacturing, once the two sides go to war, some gases may be in short supply. Ukraine p...

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