[josalhor]

I made the same mistake just a few days ago. I believed the TrendForce article was reporting confirmed news.

Your link redirects me to a Chinese webpage. I think this article may be more approachable: http://www.trendforce.com/presscenter/news/20210113-10651.ht...

[dmix]

So the OP’s articles source is a blog post which cites its own ‘research’ and little else.

I guess it comes down to how much we can trust Trendforce... otherwise it’s pretty much still speculation at this point.