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.
NAND flash revenue surged over 20% in 2Q25 August 28, 2025 TrendForce’s latest investigations reveal that the NAND Flash industry posted solid growth in 2Q25 despite slight declines in ASP.
SK hynix begins mass production of 321-layer QLC NAND flash August 27, 2025 To maximize the cost competitiveness of its new product, SK Hynix developed a 2Tb device with double the capacity of existing solutions. To address potential performance degradation in large-capacity NAND, the number of planes was increased from 4 to 6.
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.
Rigaku expands production facilities for semiconductor market June 30, 2025 With the current expansion in production capacity, Rigaku has doubled the floor space of its assembly and inspection areas. The recent completion of a production facility in Yamanashi Prefecture boosts production capacity for core components such as X-ray generators and detectors.
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.
Chemical mechanical planarization market to reach $10.5B by 2035 May 13, 2025 This upward trajectory is driven by the increased complexity in semiconductor architectures, growing demand for miniaturized electronic components, and the expanding integration of advanced node technology across the microelectronics industry.
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.
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 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.
SK hynix completes its acquisition of Intel's NAND business April 01, 2025 South Korean memory giant SK hynix has officially completed its acquisition of Intel’s NAND flash memory business, a deal initially announced in October 2020.
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.
SanDisk's new era: independent and live on Nasdaq February 25, 2025 SanDisk Corporation has officially completed its separation from Western Digital and will begin trading as an independent public company on the Nasdaq Stock Market.
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%.
AI demand and production cuts to boost NAND prices in 2H25 February 19, 2025 The NAND Flash market remains oversupplied in early 2025, keeping prices low and pressuring suppliers. However, TrendForce predicts a rebound in the second half as AI-driven demand rises and production slows.
Western Digital to complete separation from SanDisk February 18, 2025 Western Digital Corporation (WDC) is set to finalise the long-planned separation of its flash business from its hard disk drive (HDD) operations, forming two independent, publicly traded companies.
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.
More pain to come for NAND Flash manufacturers? January 24, 2025 Industry continues belt-tightening in bid to balance market in 2025
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.
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 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.
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 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.
Celebrating 40 Years of Flash Memory: A Journey of Innovation and Transformation December 10, 2024 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.
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.
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.
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.
Kioxia plans December IPO as Samsung widens lead November 08, 2024 Bain Capital-backed Kioxia may use a new method for listing at the Tokyo Stock Exchange to speed up its IPO, which has been delayed in the past.
RRP Semiconductor secures $52 million solar project order November 07, 2024 The order from Telecrown Infratech involves the supply and import of critical materials including silicon solar cells, melted silicon crystals and polycrystalline materials.
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.