Samsung partners with OpenAI to boost global AI infrastructure October 03, 2025 This collaboration will bring together the collective strengths of Samsung companies across semiconductors, data centers, shipbuilding, cloud services and maritime technologies.
DRAM module revenue up 7% in 2024, driven by tight supply and restocking October 01, 2025 TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.
SK hynix starts supplying mobile DRAM with efficient heat dissipation September 08, 2025 The structure of package on package, or PoP, that most flagship smartphones adopt and stacks DRAM onto the application processor, allows efficient use of limited space, while improving data transfer speed.
SK hynix introduces ‘industry’s first’ commercial High NA EUV September 04, 2025 The TWINSCAN EXE:5200B, the first model for volume production of ASML’s High NA EUV product line, enables printing of transistors 1.7 times smaller and achievement of transistor densities 2.9 times higher, compared with the existing EUV system, with a 40% improvement in the NA to 0.55 from 0.33.
Samsung, SK Hynix lose US waiver on chip gear for China use September 01, 2025 Samsung manufactures about 35-40% of its total NAND flash memory chips at its plant in Shaanxi, while SK Hynix produces about 40% of its DRAM in Jiangsu and 20% of NAND flash chips in Liaoning.
Guys, can we please stop inflating orders? July 10, 2025 We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.
Micron reports record 3Q revenue, projects continued growth in Q4 June 26, 2025 Micron Technology reported record revenue of USD 9.30 billion for the third quarter of its fiscal 2025, marking a significant sequential and year-over-year increase as demand for AI-related memory solutions continues to accelerate.
Micron commits $200B to US DRAM and AI memory manufacturing June 12, 2025 Micron Technology will expand its US investment to approximately USD 150 billion in memory manufacturing and USD 50 billion in R&D, marking one of the largest semiconductor initiatives since the CHIPS Act.
India approves Micron’s $1.5 billion Gujarat SEZ proposal June 10, 2025 US semiconductor company Micron Technology will set up its SEZ facility in Sanand, Gujarat, while Indian diversified contract manufacturer Aequs will set up its SEZ in Dharwad, Karnataka.
HANMI Semiconductor launches TC BONDER 4 for HBM4 May 19, 2025 TC BONDER 4 is dedicated equipment capable of HBM4 production, featuring significantly improved productivity and precision compared to competitors, tailored to the characteristics of HBM4 which requires even higher precision.
NEO unveils 1T1C and 3T0C IGZO-based 3D X-DRAM tech May 09, 2025 Built on a 3D NAND-like architecture and with proof-of-concept test chips expected in 2026, the new 1T1C and 3T0C designs combine the performance of DRAM with the manufacturability of NAND.
Global semiconductor materials market posts $67.5B in 2024 revenue April 29, 2025 Global semiconductor materials market revenue increased 3.8% to USD 67.5 billion in 2024, reports SEMI.
Cadence advances Cloud AI with DDR5 12.8Gbps MRDIMM Gen2 IP April 22, 2025 The Cadence DDR5 MRDIMM IP boasts a new high-performance, scalable and adaptable architecture based on Cadence’s proven and highly successful DDR5 and GDDR6 product lines.
US tariffs spurs surge in stockpiling, memory contract prices set to rise April 17, 2025 TrendForce’s latest investigations reveal that the implementation of the US “reciprocal tariffs” on April 9th — followed by a 90-day grace period for most regions — has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty.
Semiconductor industry grows 21% in 2024; Nvidia takes lead April 10, 2025 The global semiconductor industry saw substantial growth in 2024, with worldwide revenue rising 21% year-over-year to reach USD 655.9 billion, according to final figures from Gartner. For the first time, Nvidia claimed the top spot in the global rankings, capturing 11.7% market share, followed by Samsung Electronics and Intel.
German memory innovators aim to revive domestic memory chip manufacturing April 03, 2025 Neumonda and Ferroelectric Memory Company (FMC) are joining forces to advance the development and commercialisation of FMC’s nonvolatile DRAM+ technology. This collaboration aims nothing less than to bring semiconductor DRAM memory design and manufacturing back to Germany.
Global fab equipment investment expected to reach $110B in 2025 April 03, 2025 Global fab equipment spending for front-end facilities in 2025 is anticipated to increase by 2% YoY to USD 110 billion, marking the sixth consecutive year of growth since 2020, SEMI reports.
Weak demand pushes 4Q24 NAND revenue down 6.2% March 05, 2025 TrendForce’s reports 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.
Memphis Electronic adds Ramxeed to its linecard February 27, 2025 Specialist memory distributor Memphis Electronic has entered into a strategic collaboration with Ramxeed, formerly Fujitsu Semiconductor Memory Solution.
Server DRAM and HBM continue to drive growth February 27, 2025 TrendForce’s latest research reveals that global DRAM industry revenue surpassed USD 28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.
Aerospace semiconductor market to touch $15B by 2034 February 24, 2025 In 2024, North America held over 38% of the aerospace semiconductor market, with revenues around USD 2.6 billion. The US market is expected to grow at a CAGR of 6.2%.
Global semiconductor sales increase 19.1% in 2024 February 11, 2025 Global semiconductor sales hit USD 627.6 billion in 2024, an increase of 19.1% compared to the 2023 total of USD 526.8 billion, reports the Semiconductor Industry Association (SIA).
Top 10 largest semiconductor suppliers in 2024 February 06, 2025 It has become a tradition that on the occasion of each Evertiq Expo we publish a Top List dedicated to a different branch of the electronics industry. On February 6, the second edition of our expo was held in Sophia Antipolis, which is recognized as the capital of France's Silicon Valley. So this time we publish the Top 10 global semiconductor suppliers - we based the list on the latest data published by Gartner.
Samsung reports sharp drop in profit amid chip slowdown February 03, 2025 The South Korean company’s chip business showed a 2.9 trillion won operating profit due to the tech giant’s slow transition to HBM chips specialized for AI processors.
Chipmetrics set up Dresden-based subsidiary January 23, 2025 Chipmetrics has officially launched its new Dresden-based German subsidiary, Chipmetrics GmbH. Originally hailing from Joensuu in Finland, 2025 is set to be an important year for the company as it aims to aggressively scale both sales and marketing of its 3D semiconductor metrology products.
NAND flash manufacturers to cut production in 2025 January 22, 2025 The NAND Flash industry will continue to struggle with weak demand and oversupply in 2025, according to TrendForce. To address this, manufacturers like Micron, Kioxia/SanDisk, Samsung, and SK hynix/Solidigm plan to cut production, which could lead to further industry consolidation over time.
imec spin-off, Vertical Compute raises €20 million January 15, 2025 Vertical Compute, founded by CEO Sylvain Dubois (ex-Google) and CTO Sebastien Couet (ex-imec), has closed a seed investment round of EUR 20 million.
Nova Metrion selected by unnamed memory manufacturer January 14, 2025 Nova’s Metrion platform has been selected by an unnamed memory manufacturer for its most advanced DRAM R&D as well as DRAM and NAND high-volume manufacturing lines.
Micron to invest $2.17 billion in Virginia facility January 02, 2025 US memory chipmaker Micron Technology will reportedly invest up to USD 2.17 billion to expand its operation in Manassas, Virginia.
The memory market: supply, demand, and geopolitical influences in 2025 December 30, 2024 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.
Global chip market for military, aerospace to grow by $3B December 16, 2024 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.
Micron secures $6.1 billion CHIPS incentives for US expansion December 11, 2024 The US Department of Commerce is awarding Micron Technology up to USD 6.165 billion in CHIPS Act incentives to expand its DRAM production facilities in Idaho and New York.