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Press Releases
Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce

2024/04/16

Semiconductors

However, the GH200 accounted for only approximately 5% of NVIDIA’s high-end GPU shipments. The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025, potentially making up nearly 40 to 50% of NVIDIA’s high-end GPU market.

Press Releases
Rebound in March Lithium Prices Supports Steady Prices for EV Batteries; Price Pressures Persist Despite Anticipated Demand Increase in Q2, Says TrendForce

2024/04/12

Energy

This uptick in raw material costs has provided a solid foundation for EV battery prices in China to hold steady, with notable stability observed across various battery types, including square ternary, square LFP, and pouch-type ternary EV batteries, which posted average prices of CNY 0.48/Wh, 0.42/Wh, and 0.50/Wh, respectively.

Press Releases
DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%, Says TrendForce

2024/04/10

Semiconductors

Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions. Despite some damage and the necessity for inspections or disposal of wafers among suppliers, the facilities’ strong earthquake preparedness of the facilities has kept the overall impact to a minimum.

Press Releases
U.S. Updates Advanced Semiconductor Ban, Actual Impact on the Industry Will Be Insignificant, Says TrendForce

2024/04/09

Semiconductors

These new regulations, which took effect on April 4th, are designed to prevent certain countries and businesses from circumventing U.S. restrictions to access sensitive chip technologies and equipment. Despite these tighter controls, TrendForce believes the practical impact on the industry will be minimal.

Press Releases
Post-Earthquake Survey Update: Taiwan's Wafer Foundry and DRAM Production Unaffected, Says TrendForce

2024/04/04

Semiconductors

TrendForce has provided an update on the dynamics of Taiwan's semiconductor factories following the earthquake on April 3rd. Most wafer foundries were situated in areas that experienced a Level 4 intensity shake. Owing to the high-spec construction standards of Taiwan's semiconductor factories, which feature world-class seismic mitigation measures capable of reducing seismic impacts by 1 to 2 levels, the facilities were largely able to resume operations after inspection shutdowns quickly. Even though there were instances of wafer breakages or damages due to emergency shutdowns or earthquake damages, the capacity utilization rates of mature process factories—averaging between 50–80%—meant that losses were quickly recovered after operations resumed, resulting in only minor impacts on capacity.

Press Releases
Minimal Initial Damage to DRAM and Foundry Production Lines Following Major Earthquake in Taiwan on April 3; Details of Losses Still Under Assessment, Says TrendForce

2024/04/03

Semiconductors

In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers. The DRAM industry, primarily located in the northern and central parts of Taiwan, and the foundry industry, spread across the north, central, and southern regions of Taiwan, appear to have sustained minimal initial damage.

Press Releases
Impact of the April 3rd Earthquake on Taiwan’s Display Panel Industry Is Expected to Bolster Panel Prices, Says TrendForce

2024/04/03

Display

An earthquake with a magnitude of 7.2 occurred off the eastern coast of Taiwan at 7:58 AM on April 3rd. Continuous aftershocks have left most machinery at AU Optronics and Innolux in a state of shutdown. According to the latest investigation by TrendForce.

Press Releases
Demand Rebounds, Global LED Industry Revenue Expected to Grow 3% in 2024 with Market Focus on Automotive Displays, Says TrendForce

2024/04/01

LED

TrendForce’s latest LED industry report indicates that the global market is set to recover in 2024, with estimated revenues reaching US$13 billion—marking a YoY growth of 3%.

Press Releases
Q2 NAND Flash Contract Prices Expected to Rise by 13–18%, Enterprise SSDs to See Highest Increase, Says TrendForce

2024/03/28

Semiconductors

TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.