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TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.
Since the Trump administration initiated the U.S.-China trade war during its first term, the U.S. has imposed a series of extensive tariffs on China. This has not only profoundly altered global supply chains and international trade patterns, but also prompted retaliatory measures from China, thus exacerbating global economic uncertainties. Based on Trump’s discourse on U.S.-China trade during his campaign, this report will explore the potential impact of a Trump 2.0 on U.S.-China trade relations.
As the overall performance of cloud computing resources becomes more powerful, the energy consumption and heat generated by servers are also on the rise. Data center operators now urgently seek more efficient cooling systems to control this energy consumption. This report primarily analyzes how external objective conditions drive the demand for liquid cooling solutions. Additionally, it examines the development trends of different cooling solutions and the related supply chain in Taiwan.
1. Development of Global AI Industry Chain
2. Analysis of Cross-Modal Business Opportunities in AI
3. A Breakdown of Hardware Supply Chain
4. TRI’s View
1. Global Overview of the AI Market Development
2. The Necessity of Openness in AI Development
3. Current Applications and Development of AI
4. TRI’s View
1. Introduction to Solid-State Batteries for New Energy Vehicles (NEVs)
2. Comparative Analysis of Solid-State Batteries and Batteries with Liquid Electrolyte
3. Battery and Car Manufacturers’ Plans for Development of Solid-State Batteries That Power NEVs
4. TRI’s View
In 2022, the Russo-Ukrainian conflict triggered a global energy crisis, which prompted countries worldwide to recalibrate their energy development strategies and accelerate the deployment of renewable energy. Amid the influx of renewable energy from primary sources like wind and solar onto the grid, energy storage has played a crucial role in alleviating the strain on the grid. This role has led to explosive growth in demand for installed capacity. However, a shortage of shipping capacity and labor force in Europe has impeded the full release of energy storage installation demand in 2022. As the cost of energy storage systems drops in 2023 and as various countries roll out a wide range of incentives, TrendForce predicts a further growth in the global demand for energy storage installations.