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Solid-State Batteries Enter Pilot Production, Costs Expected to Drop to CNY 0.6–0.7/Wh by 2035, Says TrendForce

31 October 2024

The global pursuit and anticipation of applications for solid-state batteries (SSBs) have accelerated the commercialization process of this technology. TrendForce’s latest findings reveal that major manufacturers across the globe, such as Toyota, Nissan, and Samsung SDI have already begun pilot production of all-solid-state batteries. It is estimated that production volumes could have GWh levels by 2027 as these companies race to scale up production.

HBM5 20hi Stack to Adopt Hybrid Bonding Technology, Potentially Transforming Business Models, Says TrendForce

30 October 2024

TrendForce reports that the focus on HBM products in the DRAM industry is increasingly turning attention toward advanced packaging technologies like hybrid bonding. Major HBM manufacturers are considering whether to adopt hybrid bonding for HBM4 16hi stack products but have confirmed plans to implement this technology in the HBM5 20hi stack generation.

Mature Process Capacity to Grow 6% in 2025; Chinese Foundries Lead Expansion, Says TrendForce

24 October 2024

The latest investigations by TrendForce reveal that Chinese foundries are set to drive the bulk of mature process capacity growth in 2025, thanks to China’s domestic IC substitution policies. It is estimated that the capacity of the world’s top 10 mature process foundries will increase by 6% in 2025, though pricing pressures will persist.

Global Top 5 SSD Module Makers Continue to Gain Market Share; Chinese Brands Leverage Home Advantage, Says TrendForce

23 October 2024

TrendForce’s latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023, reinforcing a trend of larger companies expanding their dominance. These major players are leveraging their scale to negotiate more favorable prices for NAND Flash, boosting their competitive edge and ensuring they have sufficient resources to stock up in preparation for market shifts.

NVIDIA Renames Blackwell Ultra to B300 Series; CoWoS-L Expected to See Growth by 2025, Says TrendForce

22 October 2024

TrendForce reports that NVIDIA has recently rebranded all its Blackwell Ultra products to the B300 series. Looking ahead to 2025, NVIDIA plans to strategically promote the B300 and GB300 lines—which utilize CoWoS-L technology—thereby boosting the demand for advanced packaging solutions.


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