China


2024-02-19

[News] Chinese Clients Accept Price Hikes, DRAM Prices Rise for Three Consecutive Months

DRAM prices have risen for three consecutive months, a trend attributed to Chinese clients accepting the price hike requests from memory manufacturers, as reported by Nikkei on February 16th. As per data cited by Nikkei, the wholesale price (transaction price) of the benchmark product DDR4 8Gb wa...

2024-02-17

[News] Overview of China’s Semiconductor Equipment Industry

According to TrendForce's compilation and analysis of various industry data and the recent financial reports of major representative companies, it appears that China's local equipment industry can cover the various stages required in semiconductor manufacturing processes (excluding lithography machi...

2024-02-16

[News] Vision Pro Chip Analysis Highlights Texas Instruments as the Major Chip Supplier

Despite the ongoing intensity of the US-China tech war, Apple has been gradually leaning towards a more diversified supply chain, especially in the production of its latest head-worn device, Vision Pro. As per a report from Commercial Times, upon examination, it is revealed that the major supplier i...

2024-02-16

[News] Applied Materials’ Performance Surges Following Forecast Indicating Chip Sector Recovery

On February 15th, U.S. chip equipment giant Applied Materials released financial results that surpassed expectations, accompanied by an optimistic revenue forecast for the current quarter. In the previous quarter (Q1 of the fiscal year), Applied Materials recorded a revenue decline of less th...

2024-02-15

[News] ASML Points to Chip Industry Recovery Amid Export Control Risks

The demand for Dutch semiconductor equipment manufacturer ASML serves as a trend indicator for the industry. The company optimistically stated in its annual report that the chip industry has hit rock bottom and is beginning to show signs of recovery. However, it also cautioned that geopolitical tens...

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