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Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs, Redefining the Market Landscape, Says TrendForce

15 May 2025

TrendForce’s latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs, with new iterations being released every one to two years. In China, the AI server market is adjusting to new US export controls introduced in April 2025, which are expected to reduce the share of imported chips (e.g., from NVIDIA and AMD) from 63% in 2024 to around 42% in 2025.

Top 10 OSAT Companies of 2024 Revealed—China Players See Double-Digit Growth, Reshaping the Global Market Landscape, Says TrendForce

13 May 2025

TrendForce’s latest report on the semiconductor packaging and testing (OSAT) sector reveals that the global OSAT industry in 2024 faced dual challenges from accelerating technological advancements and ongoing industry consolidation. While ASE holdings and Amkor maintained leading positions, OSAT providers from China, such as JCET and HT-Tech, saw strong double-digit revenue growth—supported by government policies and domestic demand—posing a growing challenge to the existing market order.

Global SiC Substrate Revenue Declines 9% in 2024; Long-Term Demand Remains Strong as 8-Inch Roadmap Gains Momentum, Says TrendForce

12 May 2025

TrendForce’s latest research shows that weakening demand in the automotive and industrial sectors has slowed shipment growth for SiC substrates in 2024. At the same time, intensifying market competition and sharp price declines have pushed global revenue for N-type SiC substrates down 9% YoY to US$1.04 billion.

U.S. Tariff Uncertainty and Weakening Demand Pose Major Risks to 2H25 MLCC Market, Says TrendForce

7 May 2025

TrendForce’s latest MLCC research report reveals that uncertainty surrounding the U.S.’ reciprocal tariffs—despite the 90-day grace period—continues to cloud the global economic outlook. Although MLCC suppliers have not been directly affected by the trade war, growing caution and risk aversion among businesses and end markets have disrupted supply-demand dynamics in the first half of 2025. This raises concerns that the typical seasonal boost in the second half may fail to materialize.

U.S. Tariffs Spurs Surge in Stockpiling, 2Q25 Memory Contract Prices Set to Rise Further, Says TrendForce

17 April 2025

TrendForce’s latest investigations reveal that the implementation of the U.S. “reciprocal tariffs” on April 9th—followed by a 90-day grace period for most regions—has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty. Avril Wu, Senior Research Vice President at TrendForce, noted that with both sides rushing to complete transactions and shipments within the grace period to mitigate future policy risks, memory market activity is expected to pick up notably in 2Q25.


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