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LG Display’s Guangzhou LCD Plant Officially Transferred to CSOT, Boosting Its Share of Large-Generation LCD Capacity to 22.9%

04/01/2025 | TrendForce
LG Display’s Guangzhou Gen 8.5 LCD line was officially transferred to CSOT today (April 1st) and renamed “T11”.

China’s Installation Rush Expected to Drive Up Solar Industry Prices in 2Q25

03/27/2025 | TrendForce
TrendForce’s latest findings reveal that government incentives in China are boosting overall solar demand and creating a sense of supply tightness in the PV module market. This surge is expected to trigger a moderate demand peak in March and April 2025, likely pushing prices across the solar value chain higher in the second quarter.

The Rising Term Premium: A Closer Look at the Implications of a Decade-high Surge

03/27/2025 | Shawn DuBravac, IPC
In recent months, financial markets have grappled with various conflicting signals, trying to reconcile strong economic performance with persistent uncertainties. While the U.S. economy appears robust and recession risks over the next 12 months have diminished significantly, several factors continue to drive an uncertain outlook.

NAND Flash Prices Begin to Recover in 2Q25 as Production Cuts and Inventory Rebuilding Take Effect

03/26/2025 | TrendForce
TrendForce reports that NAND Flash suppliers began reducing production in the fourth quarter of 2024, and the effects are now starting to show. In anticipation of potential U.S. tariff increases, consumer electronics brands have accelerated production, further driving up demand.

Downstream Inventory Reduction Eases DRAM Price Decline in 2Q25

03/25/2025 | TrendForce
TrendForce’s latest findings reveal that U.S. tariff hikes prompted most downstream brands to frontload shipments to 1Q25, accelerating inventory reduction across the memory supply chain.
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