消费电子终端客户在保守备货及些微受惠于季节性需求带动下，库存水位已较前季有明显改善；然而随着零组件订单已着眼于1Q23需求...
根据全球市场研究机构集邦科技TrendForce调查显示，时序进入2022年以来，供给面的持续扩张、需求面的积弱不振...
根据美国零售联盟(NRF)最新数据显示，今年感恩节消费者重返实体商场购物人数年成长9%，使得解封后的首次黑五购物季销售表现超乎预期...
关于TSMC Arizona Fab21，呈TrendForce于2022/11/14出刊的market bulletin当中提及，该厂共规划六期(phase)...
1. European Chips Act
2. US Subsidy Policies
3. Japan Subsidy Policies
4. Partnership between Japan and the US
5. LSTC
6. Cooperation Framework and Organization of Rapidus
7. Strategy for Future Development and Cooperation
8. Conclusion
1. European Chips Act
2. US Subsidy Policies
3. Japan Subsidy Policies
4. Partnership between Japan and the US
5. LSTC
6. Cooperation Framework and Organization of Rapidus
7. Strategy for Future Development and Cooperation
8. Conclusion
4Q22 NAND Flash市场面短评：高通膨及利率攀升压抑企业资本支出，enterprise SSD采购需求明显下滑，而NB及smartphone也因经济走缓而持续下修...
3Q22 smartphone生产总数为2.89亿支，较2Q22略减0.9%，打破第三季旺季正成长的铁律...
3Q22的DRAM产业营收来到18,187M美金，较上季度衰退28.9%；该衰退幅度仅次于2008年底，因金融海啸所引发的国际消费紧缩...
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