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 …
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: 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 :
TrendForce: the ASP of high-end AI chips from Nvidia and others is ~5x more than conventional memory chips, creating a winner-takes-all trend in the chip sector
June Yoon / Financial Times :
How China's spending may swamp India's chip ambitions; TrendForce: China's share of global mature-node production will grow from 31% in 2023 to 39% in 2027
India is making a play for the semiconductor space—but fallout from U.S.-China tensions and China's deep pockets could get in the way X: @wsjheard , @meghamandavia , @wsj , and @ali_wyne X: @wsjheard ...
TrendForce: DRAM's average price fell 31.4% in Q3 and 34.4% in Q4 2022, among the worst drops since 2006; Samsung plans to spend $30B+ in 2023 to grow capacity
but it's not enough to beat Samsung José Adorno / BGR : iPhone 15 will feature up to 8GB of RAM, TrendForce reports Omar Sohail / Wccftech : Apple To Increase RAM ‘Capacity And Specifications’ Of The ...
TrendForce: DRAM bit growth, a key barometer for chip market demand that measures memory produced, will rise 8.3% in 2023, the weakest on record
they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terrible.” https://www.ft.c...