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.
Ad
Inventory weighs on Top 5 enterprise SSD vendors in 1Q25
June 19, 2025
TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.
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.
Orbic Electronics to build $110 million manufacturing hub on Long Island
June 11, 2025
Orbic Electronics Manufacturing has broken ground on a EUR 110 million advanced manufacturing facility in Hauppauge, Suffolk County. The project, which involves reshoring production operations from India and China, is expected to create over 1,000 high-tech and skilled jobs while retaining 66 existing positions.
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.
Chinese firms gain ground in 2024 top 10 OSAT ranking
May 23, 2025
The combined revenue of the world’s top 10 outsourced semiconductor assembly and test (OSAT) companies reached USD 41.56 billion in 2024, a 3% YoY increase, according to a new report from TrendForce. While established players ASE Holdings and Amkor retained their top positions, Chinese firms including JCET and HT-Tech posted double-digit growth, reshaping the competitive landscape.
Micron restructures business units to target AI-driven demand
April 23, 2025
Micron Technology has announced a significant reorganisation of its business units, making a strategic pivot to better align with the growing influence of AI across all sectors.
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.
IIT Delhi partners with Micron to boost semiconductor research
April 17, 2025
The research will focus on electronic materials and AI-powered neural models to predict and mitigate fatigue and fracture propagation in copper-based electronic components, ultimately enhancing the reliability and performance of semiconductor devices.
AI, embargoes, and the end of the chip cycle
April 16, 2025
The well-known four-year ebb and flow of the semiconductor industry is over. Political decisions and ambitions challenge the economic logic of supply and demand. Subsidies, embargoes and the AI revolution are now dictating the investment decisions while China plays the long game.
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.
JarnisTech's Chongqing smart factory goes live
April 08, 2025
Against the industrial backdrop of surging demand for 5G-A and AI servers, Chinese PCB manufacturer JarnisTech has officially put its Chongqing smart factory into production – with AOI technology that boosts PCB inspection efficiency by 600%.
Robert Feurle takes the helm at Wolfspeed
April 02, 2025
Wolfspeed, US silicon carbide (SiC) specialist, has appointed Robert Feurle as Chief Executive Officer (CEO), effective May 1, 2025. The appointment follows a comprehensive internal and external search, the company revealed.
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.
Supply chain reset – from excess to equilibrium
February 27, 2025
The global electronic component supply chain is expected to transition from excess inventory to a more balanced demand environment in 2025, according to a recent report from independent distributor Fusion Worldwide.
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.
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.
ALTER | HTV puts new chip and wafer test tech into operation
February 05, 2025
ALTER | HTV is enhancing its testing capabilities with new technology investments.
AMETEK acquires Kern Microtechnik
February 04, 2025
AMETEK is acquiring Kern Microtechnik, a German manufacturer of high-precision machining and optical inspection solutions.
India to launch first semiconductor chip in 2025
January 27, 2025
Davos announcement confirms that India is set to take the plunge into new market this year
More pain to come for NAND Flash manufacturers?
January 24, 2025
Industry continues belt-tightening in bid to balance market in 2025
Five companies control 50% of the automotive semiconductor market
January 22, 2025
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.
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.
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.
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.
Semiconductor market posts strong Q3 says Omdia
December 17, 2024
The semiconductor industry continues to thrive, posting robust growth in the third quarter of 2024.
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.
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.
Enterprise SSD demand soars while consumer orders lag
November 28, 2024
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.
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.
Load more news