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.
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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 semiconductors 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 analysts.
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.
Global semiconductor equipment sales to reach $139B in 2026
December 11, 2024
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.
Samsung reshuffles leadership to drive semiconductor growth
November 28, 2024
Samsung Electronics has reorganized its leadership to drive future growth and sharpen its competitive edge, with a strong focus on the semiconductor business.
Server DRAM and HBM boost 3Q24 DRAM Industry revenue
November 27, 2024
TrendForce’s latest investigations reveal that the global DRAM industry revenue reached US$26.02 billion in 3Q24, marking a 13.6% QoQ increase.
DRAM prices fall in 2025 amid weak demand and rising inventory
November 19, 2024
The fourth quarter is a critical period for setting DRAM contract prices. According to TrendForce's latest research, prices for mature DRAM processes such as DDR4 and LPDDR4X are already falling due to excess supply and dwindling demand.
ASML reaffirms 2030 revenue targets
November 19, 2024
At its 2024 Investor Day, ASML provided an update on its long-term strategy as well as global market and technology trends, confirming potential 2030 scenarios for annual revenue between approximately USD 44 billion and USD 60 billion.
Samsung's new R&D complex takes shape
November 19, 2024
Samsung says that it will start installing equipment at its new semiconductor research and development complex (NRD-K) at its Giheung campus, located south of Seoul.
DRAM module revenue declined 28% in 2023
November 14, 2024
TrendForce’s latest analysis reveals that the global revenue for the DRAM module market reached USD 12.5 billion in 2023 — a YoY decline of 28%.
Global semiconductor revenue to grow 14% in 2025
October 31, 2024
Global semiconductor revenue is projected to grow 14% in 2025 to total USD 717 billion, according to the latest forecast from Gartner. In 2024, the market is forecast to grow 19% and reach USD 630 billion.
Intelligent Memory takes over Memphis' DRAM module product line
October 31, 2024
From January 2025, Memphis Electronic will hand over its private-label DRAM modules to Intelligent Memory.
SK Hynix posts record quarterly profit amid AI boom
October 25, 2024
The world’s second-biggest memory chipmaker reported an operating profit of 7 trillion won (USD 5 billion) for the July-September quarter from a loss for the same period last year.
Samsung develops industry’s first 24Gb GDDR7 DRAM
October 18, 2024
With its high capacity and powerful performance, the DRAM chip will be utilized in fields that require high-performance memory solutions, such as data centers and AI workstations, the company said.
Merck KGaA opens SOD facility in South Korea
October 14, 2024
The spin-on-dielectric (SOD) application center has advanced tech for measuring and analyzing SOD materials coated on silicon dioxide films and will operate as part of Merck’s global R&D network.
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