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Taiwanese Chipmakers Expand Overseas to Capitalize on Geopolitical Shifts and De-Sinicization Benefits

06/05/2024 | TrendForce
Vanguard and NXP announced plans to jointly establish VisionPower Semiconductor Manufacturing Company (VSMC) in Singapore to build a 12-inch wafer plant.

Growing Demand for High-Capacity Storage Propels Enterprise SSD Revenue Up by Over 60% in 1Q24

05/31/2024 | TrendForce
TrendForce reports that a reduction in supplier production has led to unmet demand for high-capacity orders since 4Q23. Combined with procurement strategies aimed at building low-cost inventory, this has driven orders and significantly boosted enterprise SSD revenue, which reached US$3.758 billion in 1Q24—a staggering 62.9% QoQ increase. 

Accelerated Order Shift Effect from U.S. Tariff Barriers Boosts Utilization Rates at Taiwanese Semiconductor Foundries Beyond Expectations

05/22/2024 | TrendForce
The White House announced new tariffs on Chinese imports on May 14th, including a 50% tariff on semiconductor products manufactured in China, which will take effect by 2025.

HBM Prices to Increase by 5–10% in 2025, Accounting for Over 30% of Total DRAM Value

05/06/2024 | TrendForce
Avril Wu, TrendForce Senior Research Vice President, reports that the HBM market is poised for robust growth, driven by significant pricing premiums and increased capacity needs for AI chips.

Micron First to Ship Critical Memory for AI Data Centers

05/01/2024 | Micron
Micron Technology, Inc. announced it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory in speeds up to 5,600 MT/s on all leading server platforms.
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