Trump’s rollback unlikely to slow global lithium demand
Mining industry staying calm in the face of returning President’s early rollback on EVs
Ad
Five companies control 50% of the automotive semiconductor market
The automotive industry’s impact on the global economy cannot be ignored. And currently, the automotive industry is going through a dramatic transformation – driven by electrification, autonomous driving and new mobility models.
Automotive sensor market set to hit $14.3B by 2029
The global automotive sensor market is on track to grow from USD 9.3 billion in 2023 to USD 14.3 billion by 2029, driven by trends such as electrification and advanced driver-assistance systems (ADAS), according to a report by Yole Group.
Sponsored content by FED e.V.
Join the PEDC – Pan-European Electronics Design Conference on 29–30 January 2025 in Vienna!
The Pan-European Electronics Design Conference (PEDC) will take place on 29–30 January 2025 in Vienna. This event is jointly organised by IPC and the German Electronics Design and Manufacturing Association (FED). It promises to be an outstanding forum for the exchange of knowledge and innovation in electronics design. The aim of the PEDC is to foster dialogue between industry, academia, and research at the European level while showcasing the latest developments, technologies, and best practices in the electronics sector. In short: Design Meets AI: Innovating Electronics.
Study hints at possibility of longer lasting EV batteries
A new study from the SLAC-Stanford Battery Center has revealed that EV batteries might last up to a third longer than previously believed.
Biden ups loan for ioneer's Nevada lithium mine in parting gesture
The U.S. Department of Energy has finalised a USD 996 million loan for Australia-based ioneer's Rhyolite Ridge lithium project
ESD industry posts $5.1 billion in 3Q24 revenue
Electronic System Design (ESD) industry revenue increased 8.8% to USD 5,114.5 million in the third quarter of 2024 from the USD 4,702.4 million registered in the third quarter of 2023, the ESD Alliance reports.
AI infrastructure to dominate MLCC Demand in 2025
The US economy surpassed expectations in late 2024, but sustained high interest rates in 2025 may hinder spending and investment. Against this backdrop, TrendForce projects a 3% QoQ drop in MLCC shipments for Q1 2025.
Global semiconductor sales increase 20.7% YoY in November
Global semiconductor sales hit USD 57.8 billion during the month of November 2024, an increase of 20.7% compared to the November 2023 total of USD 47.9 billion and 1.6% more than the October 2024 total of USD 56.9 billion, reports the Semiconductor Industry Association (SIA).
Electrification and autonomy to boost semiconductor content in cars
Yole Group projects a transformative future for the automotive semiconductor market, fueled by advancements in electrification, ADAS, and computing power.
Eighteen new semiconductor fabs start construction in 2025
The semiconductor industry is gearing up for a major expansion, with 18 new fabs set to start construction in 2025, according to the latest World Fab Forecast report from SEMI. These projects, spanning three 200mm and fifteen 300mm facilities, will primarily start operations between 2026 and 2027.
China and Korea to overtake Japan in commercialization of All-Solid-State Batteries
China and South Korea are expected to overtake Japan in the commercialization of semiconductor batteries in 2024 thanks to a subsidy of more than $660 million, according to recent TrendForce reports.
Evertiq’s 2024 recap: trends and challenges in the industry
As 2024 comes to a close, it is time to look back at the year that has passed and go over some of the biggest articles and stories that came out of the year.
Sponsored content by endrich GmbH
New Bluetooth 5.3 Low Energy (LE) module from Panasonic with LE audio
Panasonic's PAN1783 is a Bluetooth 5.3 Low Energy (LE) module. At its core is the Nordic nRF5340 single-chip controller. The module is available with either an on-board chip antenna or an RF bottom pad. The module uses the functions of Bluetooth 5.3, including isochronous channels and LE audio, and supports a high throughput of 2 Mbps, advertising extensions and long-range communication. It integrates the extensive functions of the nRF52 series and improves performance and memory while maintaining low power consumption.
The memory market: supply, demand, and geopolitical influences in 2025
As we head into 2025, the DRAM memory market is bracing for significant turbulence. With price erosion projected across multiple sectors and a shift in production dynamics, it’s clear that the landscape will look vastly different by the second half of 2025.
Omdia bets on Foxconn becoming world’s largest server vendor
Fuelled by skyrocketing demand for AI-optimised servers from major US cloud providers, Foxconn's ODM direct business will experience exponential growth in 2024, securing the top rank in Omdia's global server market analysis.
OLED notebook penetration rate to reach beyond 5% by 2027
TrendForce's latest OLED market development report reveals that the penetration rate of OLED displays in notebooks is set to increase to 3% in 2024, driven by large-scale procurement from Chinese laptop brands.
Semiconductor market posts strong Q3 says Omdia
The semiconductor industry continues to thrive, posting robust growth in the third quarter of 2024.
Global chip market for military, aerospace to grow by $3B
North America is set to contribute 40% to growth of the market from 2024 to 2028. US chip companies are at the forefront of identifying, manufacturing and commercializing advanced tech.
Global semiconductor market to grow by 15% in 2025
Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
Global semiconductor equipment sales to reach $139B in 2026
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record, reaching USD 113 billion in 2024, growing 6.5% year-on-year, SEMI reports.
Celebrating 40 Years of Flash Memory: A Journey of Innovation and Transformation
In December 1984, during the IEEE Integrated Electronics Devices Conference, Fujio Masuoka unveiled a groundbreaking technology that would forever change the landscape of data storage: Flash memory. Fast forward 40 years, and Flash memory is now an indispensable component of everything from smartphones to enterprise data centers, embedded systems, and beyond. This milestone is not only a celebration of an extraordinary invention but also a reflection of how far we've come in the world of technology.
3Q24 global top 10 foundry revenues reach record highs
TrendForce reports that despite a weak economy in Q3 2024, new smartphone and PC launches, along with strong demand for AI servers, boosted wafer foundry capacity utilisation compared to Q2.
Another tough quarter for the German component distribution market
The consolidation of sales in the German component distribution market continues. The third quarter of 2024 also fell short of expectations.
3Q24 semiconductor equipment billings grew 19% YoY
Global semiconductor equipment billings increased 19% year-over-year to USD 30.38 billion in the third quarter of 2024, while quarter-over-quarter billings registered 13% growth during the same period, SEMI reports.
in4ma: the state of the EMS Industry in 2024
The EMS industry faced significant challenges in 2024 – as discussed in an interview with in4ma analyst, Dieter G. Weiss, during Evertiq Expo Warsaw. Weiss provided a thorough summary of the industry's current problems, prospects, and the contrasting dynamics between Western and Eastern Europe.
Enterprise SSD demand soars while consumer orders lag
TrendForce’s latest findings have shown that the NAND Flash industry recorded a 2% QoQ decline in bit shipments in 3Q24, but a 7% rise in ASP boosted overall revenue to USD 17.6 billion—making a 4.8% QoQ increase.
Global robot density in factories have doubled in seven years
Robot adoption in factories continues at high speed: The new global average robot density reached a record of 162 units per 10,000 employees in 2023 – more than double the number measured only seven years ago (74 units), reports the International Federation of Robotics (IFR).
Server DRAM and HBM boost 3Q24 DRAM Industry revenue
TrendForce’s latest investigations reveal that the global DRAM industry revenue reached US$26.02 billion in 3Q24, marking a 13.6% QoQ increase.
Semiconductor growth slows down in 2025
The semiconductor market reached USD 166 billion in 3Q24, a 10.7% growth from 2Q24, according to the World Semiconductor Trade Statistics (WSTS). This marks the strongest QoQ growth since 3Q16 when growth hit 11.6%. On a YoY basis, the market grew by 23.2% in 3Q24, the highest since 4Q21's 28.3%.
Global notebook shipments expected to grow by 4.9% in 2025
TrendForce reports that the global notebook market in 2024 is projected to recover at a moderate pace, hindered by high interest rates and geopolitical uncertainties.
Semiconductor manufacturing industry reports strong 3Q24
The global semiconductor manufacturing industry in the third quarter of 2024 showed strong momentum, with all key industry indicators performing positive QoQ increases for the first time in two years, SEMI reports.
East-West contrasts shape Europe’s EMS landscape
On 24 October 2024, industry analyst and in4ma founder Dieter G. Weiss addressed the audience at the Evertiq Expo Warsaw, sharing insights into the European EMS landscape. Weiss offered a comprehensive overview of the sector’s dynamics, particularly in Central and Eastern Europe, highlighting market trends, labour challenges, and economic shifts.
Load more news