AI storage demand drives HDD replacement, nearline SSDs gain momentum October 14, 2025 TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options.
Global 300mm fab equipment spending to reach $374B by 2028 October 09, 2025 Global spending on 300mm semiconductor fabrication equipment is projected to reach USD 374 billion from 2026 and 2028, driven by rising demand for AI chips and efforts to strengthen regional semiconductor self-sufficiency, according to SEMI’s latest 300mm Fab Outlook.
Kioxia and Sandisk start operations at new Kitakami fab October 02, 2025 Kioxia and Sandisk have started operations at a new semiconductor fabrication facility in Kitakami, Japan, aimed at producing advanced flash memory for applications including artificial intelligence.
NAND flash prices to rise 5–10% in 4Q25 September 25, 2025 TrendForce’s recent research shows that strong consumer demand in the first half of the year caused the usual peak season in the second half to fall short.
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.
BHP partners with BYD, CATL to advance battery solutions for mining July 17, 2025 BHP and BYD will jointly investigate powertrain battery solutions for heavy mining equipment and locomotives with their adjacent flash-charging infrastructure, as well as explore BYD commercial vehicles and light vehicles for use in BHP’s mining applications.
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.
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.
China’s GigaDevice opens global headquarters in Singapore June 05, 2025 This strategic move marks a major milestone in GigaDevice’s international growth journey, underscoring its commitment to closer customer engagement, building a resilient and agile supply chain, and strengthening its ecosystem and brand presence across key global markets.
Flash Battery invests €6 million in new automated production line June 02, 2025 This integrated management approach makes it possible to offer solutions that are fully tailored to each customer’s application needs, ensuring consistent quality and performance, even in complex, dynamic sectors.
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.
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.
Intelligent Memory eyes growth despite harket headwinds April 08, 2025 The memory market has faced significant headwinds over the past two years, according to Nicolas Rossetto of Intelligent Memory. Speaking to Evertiq during the Evertiq Expo in Sophia Antipolis, Rossetto acknowledged the ongoing difficulties in the industry, noting that both large and small memory makers have been impacted by declining prices and weak consumer demand.
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.
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.
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%.
Everspin, Lattice partner to bring MRAM solutions to FPGA platforms February 20, 2025 Enabled through the Lattice Radiant software suite, this validation highlights MRAM’s role as a robust and reliable configuration memory device for a wide range of applications.
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.
‘World’s fastest AI assistant’: Cerebras powers Mistral’s Le Chat February 07, 2025 France’s Mistral seeks to challenge other open source platforms as the race to deliver better performance at lower costs heats up after China’s DeepSeek shook up the global markets in January.
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.
India’s RRP Semiconductor enters fabless market February 05, 2025 Already equipped with OSAT packaging facilities and Fab prototyping, RRP Semiconductor is now positioning itself as an end-to-end semiconductor solutions provider.