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Earthquake Temporarily Halts Silicon Wafer, MLCC, and Semiconductor Facilitie sin Japan, Impact Expected to be Controllable, Says TrendForce

2 January 2024

TrendForce’s investigation into the impact of the recent strong earthquake in the Noto region of Ishikawa Prefecture, Japan, reveals that several key semiconductor-related facilities are located within the affected area. This includes MLCC manufacturer TAIYO YUDEN, silicon wafer (raw wafer) producers Shin-Etsu and GlobalWafers, and fabs such as Toshiba and TPSCo (a joint venture between Tower and Nuvoton).

China Projected to Export 1.2 Million NEVs in 2023 amid Tightening Tariffs by the US, Says TrendForce

2 January 2024

TrendForce reports that the global sales volume of NEVs (including BEVs, PHEVs, and FCVs) is estimated to reach approximately 12.8 million units in 2023. Regional market sales shares are expected to be 60% in China, 22% in Western Europe, 11% in the United States, and 6% in other regions, with China’s market demand distinctly in the lead.

5% Dip Predicted in 2023 Revenues for Top 10 Lighting Giants, Demand Recovery Expected by 2Q24, Says TrendForce

27 December 2023

TrendForce’s lighting market research indicates a noticeable improvement in inventory depletion for lighting companies compared to the first half of 2023. Growth has been seen in outdoor lighting orders and renovation projects. However, demand remains subdued across most retail, indoor lighting, and specialized lighting sectors.

Intense Competition in DDIC Supply Market Expected in 2024, with Continued Pressure on Prices, Says TrendForce

21 December 2023

TrendForce’s latest investigations forecast an exciting yet challenging year for the DDIC market in 2024. With prices in 2023 mostly stabilizing or showing a slight decline, the upcoming year is poised for a transformative shift.

Top Ten IC Design Houses Ride Wave of Seasonal Consumer Demand and Continued AI Boom to See 17.8% Increase in Quarterly Revenue in 3Q23, Says TrendForce

20 December 2023

TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking US$44.7 billion. This remarkable growth is fueled by a robust season of stockpiling for smartphones and laptops, combined with a rapid acceleration in the shipment of generative AI chips and components. NVIDIA, capitalizing on the AI boom, emerged as the top performer in revenue and market share. Notably, analog IC supplier Cirrus Logic overtook US PMIC manufacturer MPS to snatch the tenth spot, driven by strong demand for smartphone stockpiling.


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