Trump's first onshoring win isn’t the iPhone – it's the AI server
June 12, 2025
As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
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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.
South Korea unveils $23B semiconductor support package
April 15, 2025
The move comes amid growing uncertainty in the global semiconductor sector following US President Donald Trump’s changing tariff policies and the escalating trade war between the US and China.
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.
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.
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.
More pain to come for NAND Flash manufacturers?
January 24, 2025
Industry continues belt-tightening in bid to balance market in 2025
Cadence to acquire embedded security IP specialist
January 22, 2025
Cadence has entered into a definitive agreement to acquire French embedded security IP platform provider Secure-IC.
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.
SK Telecom, SK hynix, Penguin ink AI data centre deal
January 14, 2025
Penguin Solutions is teaming up with SK Telecom (SKT) and SK hynix to pursue the development and delivery of comprehensive AI data centre (AIDC) solutions. The agreement follows SKT’s USD 200 million strategic investment in Penguin Solutions in December 2024.
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.
Fujifilm ramps up production in Korean chip material plant
December 16, 2024
The Japanese company is planning a new building at its Cheonan plant for the production of CMP slurry, an abrasive powder used for polishing semiconductor wafers, according to Nikkei.
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.
AI chipmakers Rebellions, Sapeon Korea complete merger
December 02, 2024
The merged entity, expected to have an estimated corporate value of USD 928 million, has been named Rebellions. The original Rebellions CEO is set to lead the new company.
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.
Semiconductor growth slows down in 2025
November 26, 2024
The semiconductor market reached USD 166 billion in 3Q24, a 10.7% growth from 2Q24, according to the World Semiconductor Trade Statistics (WSTS). This marks the strongest QoQ growth since 3Q16 when growth hit 11.6%. On a YoY basis, the market grew by 23.2% in 3Q24, the highest since 4Q21's 28.3%.
‘Nvidia’s CEO asked SK Hynix to bring forward supply of HBM4’
November 04, 2024
Nvidia’s CEO Jensen Huang’s request for faster delivery shows the robust demand for new iterations of Nvidia’s GPUs, which are crucial for AI and will have next-generation HBM chips.
Is Tesla in talks with SK Hynix for $725 million eSSD order?
October 28, 2024
Tesla has pledged to invest USD 10 billion every year in building its AI supercomputer, Dojo, for which the US carmaker needs fast and large capacity drives to improve the system’s efficiency.
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.
Chip packaging tech in US gets $1.6 billion boost
October 21, 2024
Semiconductor packaging allows components to be combined as a single electronic device, and the latest funding under the CHIPS and Science Act seeks to drive innovation in this process.
SK hynix opens office in Poland
October 08, 2024
South Korean memory manufacturer is opening a research and development center in Gdańsk, Poland.
Memory chipmaker Kioxia scraps October IPO plan
September 27, 2024
Bain Capital, which holds a 56% stake in Kioxia along with SK hynix, had been targeting a market value of 1.5 trillion yen (USD 10.39 billion) for Kioxia.
NAND Flash shipments growth slows in 2Q24
September 10, 2024
TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments.
Rivals TSMC and Samsung join hands for HBM4 development
September 06, 2024
Dan Kochpatcharin, Head of Ecosystem and Alliance Management at TSMC, revealed that the two companies are working together on developing a buffer-less HBM4 chip.
Panama seeks to boost its chip industry, signs MoU with Purdue
September 02, 2024
Last July the U.S. State Department announced that it will collaborate with Panama and other like-minded partner nations to explore opportunities to diversify the global semiconductor ecosystem.
SK hynix develops world's first 6th-gen DRAM chip
August 30, 2024
The new DRAM may help data centers reduce electricity costs by 30% thanks to technological innovation in design at a time when the AI boom is hiking power consumption.
Samsung, SK hynix’s China sales double
August 23, 2024
Samsung’s sales in China doubled to USD 24.2 billion in the first half of 2024 compared to the same period last year.
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