FuriosaAI closes $125M round to scale production of AI inference chip
August 11, 2025
The new funding will be used to accelerate mass production of Furiosa’s RNGD chip to support global enterprise customers and lay the groundwork for development of Furiosa’s next-generation chip.
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SIA: Hope tariff exemptions, trade deals ensure US chip leadership
August 08, 2025
President Trump said this week that he plans to impose 100% tariffs on imported semiconductors but indicated he would not charge companies that commit to making chips in the US.
Apple commits $100B to US manufacturing and expansion
August 07, 2025
Apple has announced a new USD 100 billion investment as part of a broader initiative to expand its operations and manufacturing footprint in the United States. The move raises the company’s total planned U.S. investment to USD 600 billion over the next four years.
Trump proposes 100% tariff on imported chips – with exemptions
August 07, 2025
President Donald Trump announced plans to impose a 100% tariff on imported semiconductors, while exempting companies that manufacture chips within the United States or have committed to doing so.
Teramount raises $50M to advance optical connectivity solutions for AI
July 31, 2025
Israeli company Teramount’s TeraVerse solution is a detachable, serviceable connector that links optical fibers coming from outside the rack to the silicon photonics chips inside Co-Packaged Optics (CPO) systems.
Report: Tesla signs $4.3 billion battery deal with LGES
July 30, 2025
Elon Musk’s company has been looking to reduce reliance on Chinese imports due to US tariffs. The lithium iron phosphate (LFP) batteries will be supplied from LGES’s factory in Michigan.
Tesla signs $16.5 billion chip contract with Samsung Electronics
July 28, 2025
The Samsung-Tesla deal comes at a sensitive time as South Korea is trying to reach a trade deal with the US after the Trump administration’s stated intention of imposing 25% tariffs.
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.
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.
Semiconductor foundry landscape to transform by 2030
June 25, 2025
Market intelligence and analyst firm Yole Group explores the status of the semiconductor foundry in its latest report – digging deep into the geopolitical, economic, and capacity realignments setting the stage for the foundry industry.
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.
TESVOLT, Samsung to collaborate on cybersecure battery systems
June 13, 2025
The new SBB 1.5 battery container with 5.26 MWh storage capacity will be compatible with various European inverters and will be launched with exceptional performance and guarantee features.
Top 10 foundries face tariffs and subsidies, 1Q revenue declines
June 11, 2025
The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.
Samsung develops next-gen cooling tech with Johns Hopkins
June 06, 2025
By leveraging newly created thin-film Peltier semiconductor devices advanced through cutting-edge nano-engineering technology for the first time, the research team has successfully developed and demonstrated a high-performance Peltier refrigerator.
Samsung acquires German HVAC firm FläktGroup for €1.5 billion
June 05, 2025
FläktGroup supplies high-reliability and high-efficiency HVAC systems to a wide range of buildings and facilities, including data centers that require stable cooling.
Standard Bots expands production facility, unveils 30kg payload robot
June 03, 2025
Standard Bots’ AI tech, designed specifically for its robots and powered by the NVIDIA Isaac platform, enables users to teach robots tasks through demonstration, eliminating the need for traditional coding or programming.
Israeli quantum computing firm Classiq raises $110 million
May 19, 2025
This investment brings Classiq’s total funding to USD 173 million, positioning the company to meet growing demand by significantly scaling its go-to-market, customer success and R&D teams.
Masimo sells consumer audio business to Harman
May 08, 2025
Masimo Corporation has entered into a definitive agreement to sell its Sound United consumer audio business to Samsung subsidiary Harman International for USD 350 million.
TV brands yay pass US tariff costs to consumers –
May 06, 2025
TrendForce’s latest research indicates that US reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum.
Europe’s patent landscape: stable, but no breakthrough
April 25, 2025
In 2023, the European Patent Office (EPO) received a record number of patent applications from companies, research institutions, and individual inventors alike — a total of 199,275. So, did 2024 break that record? Not quite. Still, the data shows that innovation activity in Europe remains at a consistently high level.
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.
Samsung’s AI robot Ballie paired with Google Cloud’s Gemini
April 11, 2025
Ballie, a home AI companion robot from Samsung, will use Google Cloud’s generative AI tech Gemini’s multimodal capabilities along with proprietary Samsung language models to process and understand a variety of inputs.
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.
Xiaomi raises $5.5 billion in share sale amid EV push
March 25, 2025
Xiaomi is targeting its nascent EV business to propel growth and has raised its EV delivery target for 2025. The Chinese tech giant is also expanding the size of a planned second factory in Beijing.
Samsung SDI plans $1.4 billion rights issue to fund growth
March 17, 2025
The company said it plans to use the funds to invest in its JV with GM in the US, boost capacity at its battery plant in Hungary and build lines for all solid-state batteries in South Korea.
Samsung SDI signs $300M deal to supply ESS batteries to NextEra
March 14, 2025
South Korea’s Samsung SDI and US energy firm NextEra Energy are finalizing details of a large-scale contract to supply 6.3 GWh ESS batteries, representing over 11% of the US’s total ESS capacity.
Smartphone production grew 9.2% in Q4 2024
March 12, 2025
Global smartphone production in Q4 2024 reached 334.5 million units, marking a 9.2% increase compared to the previous quarter, driven by Apple's peak production season and consumer subsidies from local Chinese governments, according to TrendForce. While Apple expanded production with the launch of new models, Samsung faced production declines due to intensified competition in emerging markets.
Foundry market hits $38.5B as top 10 dominate with 96% share
March 11, 2025
The global foundry industry reached a new revenue record of USD 38.48 billion in Q4 2024, driven by strong demand for advanced process nodes in AI servers, flagship smartphone application processors, and new PC platforms, reports TrendForce. The top 10 foundries achieved nearly 10% QoQ revenue growth, despite weakening demand for mature process technologies.
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.
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