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TrendForce’s latest findings reveal that TSMC has announced it’s increasing investment in U.S. advanced semiconductor manufacturing, bringing the total to US$165 billion. Mass production is expected to begin after 2030 if the three newly planned fabs proceed on schedule. The U.S., which has been actively expanding its advanced semiconductor capacity, is projected to hold 22% of the global market share by 2030.
TrendForce’s latest report, “Breakthrough Opportunities in the 5G Era: Global Telecom FWA Deployment and Business Prospects for Taiwanese Manufacturers,” shows the global fixed wireless access (FWA) market is projected to grow 33% YoY, reaching US$72 billion in 2025.
TrendForce’s latest report reveals that global EV traction inverter installations reached 8.67 million units in 4Q24, marking a 26% QoQ increase. Strong demand from China and Europe served as the primary growth driver, leading to a 28% increase in installations for both BEVs and PHEVs compared to the previous quarter. This surge propelled Huawei into the top five global traction inverter suppliers for the first time.
TrendForce’s latest research reveals that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments. Consequently, NAND Flash prices reversed downward, with ASP dropping 4% QoQ, while overall bit shipments declined by 2%. Total industry revenue fell 6.2% QoQ to US$16.52 billion.
TrendForce’s latest research reveals that global DRAM industry revenue surpassed US$28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.
