Laptop production share outside China is expected to fall from 24% in 2025 to 21% in 2026 as PC makers rethink shifting production amid soaring component costs
TrendForce's latest notebook industry research reveals that the primary risk facing the market in 2027 is expected to shift …
Analysis: the 256GB iPhone 18 Pro is set to have a bill of materials cost ~38% higher than the iPhone 17 Pro due to memory prices; memory's BOM share hits 34%
TrendForce's latest smartphone industry research reveals that escalating component costs—led by memory—are expected …
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips
Jiyoung Sohn / Wall Street Journal :
TrendForce: Q2 global chip foundry revenue surged 14.6% QoQ to $41.7B, with TSMC securing a 70% market share, followed by Samsung with 7.2% and SMIC with 5.1%
Luke James / Tom's Hardware :
TrendForce: China's share of global mature node manufacturing capacity in 2024 was 34%, below Taiwan's 43%, but China is forecasted to exceed Taiwan by 2027
Wen-Yee Lee / Reuters :
TSMC says it has started mass production at its first factory in Japan, located in Kumamoto, producing 12nm to 28nm chips for use in cars and image sensors
JASM coming online Nikkei Asia : TSMC kicks off mass production at first Japan chip fab Maria Deutscher / SiliconANGLE : TSMC begins mass-producing chips at newly opened fab in Japan TrendForce : [New...