As we enter 2025, global economic growth is decelerating, with geopolitical instability continuing unabated. The ongoing conflict between Ukraine and Russia, along with persistent tensions in the Middle East, has disrupted the Eurasian Red Sea shipping route, leading to increased logistics and time costs without any foreseeable solutions. On January 20th, the Trump administration is set to take office and is expected to issue a series of executive orders addressing trade, tariffs, immigration, and tax cuts. This is likely to reignite global tariff wars, raising concerns about a resurgence of currently subdued inflation...
CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends and inventory statuses of production-related materials.
On December 2nd, the US government announced its third wave of export control measures against the Chinese semiconductor industry. This includes adding 140 Chinese companies to the Entity List, extending the export control regime to cover 24 types of chip manufacturing equipment and three types of software...
The latest December decision from the US Federal Reserve announced a reduction in the benchmark interest rate by a quarter-point to the 4.25%-4.5% range. This marks the third rate cut since September of this year. However, facing potential tariff, tax, and immigration policies by President-elect Trump after assuming office in January next year, the economic outlook has become increasingly uncertain...
With the impending arrival of the second Trump administration, the global capital market and technology sector are holding their breath in anticipation of the latest US tariffs and technology export control policies. The soon-to-be-inaugurated President Trump announced on November 25th that on his first day in office, he will impose an additional 10% tariff on Chinese imports and a 25% tariff on all products from Mexico and Canada, setting the stage for a global trade war...
Former US President Donald Trump overwhelmingly won the November presidential election and triumphantly returned to the White House. However, the new administration, with its “America First” policy, plans to implement higher tariffs in 2025...
1. Overview of Global Macroeconomic Conditions in 3Q24
2. Market Shares of Top 10 MLCC Suppliers in 3Q24
3. Production Capacity and Shipments of Top 10 MLCC Suppliers
4. BB Ratio
5. Inventory Levels of Top 10 MLCC Suppliers
6. Quarterly Shipments of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 4Q24
8. Price Trends of Different Categories of MLCCs in 1Q25
9. Annual MLCC Demand from Major Applications
10. Revenues of Top 10 MLCC Suppliers
The US presidential election has concluded, ushering in the “Trump 2.0 era” for the world. The new administration in the White House will focus on “America First” as its main strategy, aiming to strengthen the economy and finances by implementing policies such as raising tariff rates, enforcing technology export controls, reducing immigration, and cutting taxes...
The data recently released by the US Department of Commerce indicate that the overall economic environment is experiencing modest growth; however, the pace of growth appears to be slowing. The preliminary estimate of the YoY real GDP growth rate for the third quarter is 2.8%, lower than the second quarter’s final estimate of...
The global economic outlook remains uncertain. In the US, despite Federal Reserve initiating interest rate cuts starting in September, the labor market continues to stay robust, pushing the country’s economy towards a soft landing. However, the geopolitical situation in the Middle East has worsened, leading to full-scale military conflicts between Israel and neighboring countries such as Lebanon and Iran. This development has led to significant global ramifications...