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Panel Driver IC Price Decline Slows in 1H25; Gold Prices, China Subsidies, and U.S.-China Tariffs Emerge as Key Variables

04/28/2025 | TrendForce
TrendForce’s latest investigation finds that China’s subsidy policies and rising concerns over reciprocal tariffs are reshaping brand strategies in the panel market, indirectly influencing price trends for panel driver ICs.

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.

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.

Weak Consumer Electronics Demand Drives 4Q24 NAND Flash Revenue Down 6.2% QoQ

03/03/2025 | TrendForce
TrendForce’s latest research reveals that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments.

Dow Reports Fourth Quarter 2024 Results

01/31/2025 | PRNewswire
Net sales were $10.4 billion, down 2% year-over-year, primarily driven by lower prices across all operating segments.
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