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...

Bloomberg reported in early December 2023 that the Chinese government has been directly investing to assist Huawei in building its chip supply chain since 2019, indicating that the ongoing uncertainties in the U.S.-China trade war, the pursuit of semiconductor industry self-sufficiency is expected ...

With China intensifying export controls, Japanese companies relying on crucial battery and semiconductor materials manufactured in China are contemplating alternative solutions. They are actively seeking materials sources to achieve supply diversification. TrendForce’s insight: 1. Alternativ...

According to UDN's report, the Taiwanese government has introduced the "Taiwan Chip-Driven Industrial Innovation Program," an investment of NT$300 billion with an annual average of NT$30 billion.  On October 2, Executive Yuan Commissioner Tsung Tsong Wu and Chairperson of the National Science Counc...

The US Department of Commerce issued new restrictions on AI chips on October 17, 2023, with a focus on controlling the export of chips to China, including NIVIDA's A800, H800, L40S, and RTX4090, among others. Taiwanese manufacturers primarily serve cloud service providers and brand owners in North A...