Why memory may drive tomorrow’s processor choices November 17, 2025 Device manufacturers were able to enjoy two years of low memory prices. However, this year, the tide has completely turned. Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in the future.
Memory industry to maintain cautious capex in 2026 November 13, 2025 TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026.
Tight DRAM supply to boost DDR5 Contract prices October 30, 2025 TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data centre expansion among global CSPs.
Global silicon wafer shipments to rebound 5.4% in 2025 October 29, 2025 Global shipments of silicon wafers are projected to increase 5.4% in 2025 to 12,824 million square inches (MSI) followed by steady growth through 2028 when the market is expected to reach a new industry record of 15,485 MSI, SEMI reports.
SCHMID Group wins major equipment orders for AI server PCB production October 23, 2025 SCHMID Group has secured two major orders for production equipment used in PCB for AI server applications, the company announced.
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.
Global silicon wafer shipments increase 10% YoY in 2Q25 August 06, 2025 SEMI reports that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024.
SK Hynix reports record jump in profit as demand for AI chips soars July 24, 2025 SK Hynix reported a bigger-than-expected 68% jump in operating income in the June quarter. The South Korean chipmaker, a key supplier to AI giant Nvidia, said new model launches by customers would drive high-end AI chip demand growth, and that it was on track to double HBM chip sales for the full year.
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.
ERS electronic opens demonstration centre in Taiwan June 10, 2025 ERS electronic GmbH has opened a new demonstration centre in Zhubei, Taiwan, aimed at supporting the rising demand for panel-level packaging (PLP) in the region.
Semiconductor outlook: typical Q1, but atypical shifts ahead May 21, 2025 The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical seasonality for several industry segments as the year progresses, reports SEMI.
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.
OKI develops 124-layer PCB tech for AI chip testing tools May 02, 2025 This is a 15% increase in the number of layers over conventional 108-layer designs. Japan’s OKI Circuit Technology is seeking to establish mass production technology by October 2025 at its Joetsu plant.
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.
Global semiconductor equipment billings surged to $117B in 2024 April 10, 2025 Worldwide sales of semiconductor manufacturing equipment increased 10% to USD 117.1 billion in 2024 from USD 106.3 billion in 2023, SEMI reports reported today.
YES ships first VeroTherm Formic Acid Reflow tool to chipmaker March 27, 2025 This represents the first equipment produced in India for advanced semiconductor applications like High Bandwidth Memory (HBM), which is critical for AI and High-Performance Computing applications.
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.
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.
Global semiconductor manufacturing industry reports solid 4Q24 results February 20, 2025 The global semiconductor manufacturing industry closed 2024 with strong fourth-quarter results and solid YoY growth across most of the key industry segments, SEMI reports.
Blueshift Memory start £2.77M project with AP Memory & Syntronix February 19, 2025 Blueshift Memory, designer of a novel high-speed memory architecture, has secured a UK-Taiwan Bilateral R&D grant from Innovate UK for a project worth GBP 1.2 million in the UK.
Semiconductor market to reach $1 trillion by 2030 February 18, 2025 According to projections, the semiconductor revenue in China is expected to be around USD 295.06 billion by 2030, with a CAGR of 7.36% during the years 2024-2030.
Global silicon wafers shipments and revenue start recovery February 18, 2025 In the second half of 2024, worldwide silicon wafer demand started to recover from the industry downcycle seen in 2023, the SEMI Silicon Manufacturers Group (SMG) reports.
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.
Micron breaks ground on new $7B HBM advanced packaging facility January 08, 2025 Micron Technology has started construction on a new High-Bandwidth Memory (HBM) advanced packaging facility in Singapore, near its existing operations.
Hanmi Semiconductor breaks ground on seventh plant January 08, 2025 On January 6, 2025, Hanmi Semiconductor broke ground on its seventh plant, which will focus on High Bandwidth Memory (HBM) TC Bonder.
Marvell partners with Micron, Samsung, and SK hynix on custom HBM December 12, 2024 Marvell says it has pioneered a new custom HBM compute architecture, enabling XPUs to achieve greater compute and memory density. The company is teaming up with Micron, Samsung, and SK Hynix to define and develop custom HBM solutions for next-gen XPUs.
Global semiconductor market to grow by 15% in 2025 December 12, 2024 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.
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.