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.
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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.
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.
Samsung Display partners with Intel with eye on AI PC market
February 24, 2025
Through this MoU, Samsung Display plans to develop display solutions optimized for Intel’s cutting-edge processor chips that enable enhanced artificial intelligence (AI) capabilities.
Top 10 largest semiconductors 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 analysts.
Qualcomm sales top estimates amid strong smartphone demand
February 06, 2025
Qualcomm forecast a sales range with a midpoint of USD 10.75 billion and adjusted profits of USD 2.80 per share, both above analyst estimates, according to data from LSEG.
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
Samsung teams up with SoulBrain
January 24, 2025
New semiconductor alliance promising improved supply chain ecosystem
Samsung, LG may shift home appliance production to US
January 23, 2025
South Korean electronics giants Samsung Electronics and LG Electronics are reportedly evaluating plans to relocate some of their home appliance production from Mexico to the United States.
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.
Nokia inks video technologies license deal with Samsung
January 15, 2025
Nokia says it has signed a multi-year patent license agreement with Samsung regarding the use of Nokia’s video technologies in Samsung’s televisions.
Zinitix expands into notebook touchpad module market
January 08, 2025
Zinitix, a South Korean provider of interface solutions, has expanded into the notebook touchpad module market.
Elmos partners with Samsung Foundry
January 07, 2025
Dortmund-based Elmos Semiconductor, which completed its fabless transformation following the sale of its wafer fab over the New Year holiday, has expanded its collaboration with its foundry partner Samsung Foundry.
Rumors: iPhone with camera sensors from Samsung
January 06, 2025
Years ago, Apple began using Sony camera sensors in its iPhones. But now India Today reports, citing recent rumors, that in 2026 these collaborations may be replaced by Samsung.
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.
Samsung awarded $4.8B to boost US chip production
December 23, 2024
The US Department of Commerce has awarded Samsung Electronics up to USD 4.745 billion in direct funding under the CHIPS Incentives Program, supporting the company’s USD 37 billion expansion of advanced semiconductor manufacturing in Central Texas.
Polish innovator secures major OLED partnership in China
December 20, 2024
Polish innovative company Noctiluca has signed another major deal in China. This time a Joint Development Project (JDP) agreement with one of the key OLED companies. The Polish technology company did not reveal who exactly it is about. All that is known is that the JDP was signed with a subsidiary of the world's second-largest TV manufacturer for the development of OLED printed technology. The cooperation concerns the implementation of Noctiluca's proprietary chemical compound into the Chinese giant's commercial products.
OLED notebook penetration rate to reach beyond 5% by 2027
December 18, 2024
TrendForce's latest OLED market development report reveals that the penetration rate of OLED displays in notebooks is set to increase to 3% in 2024, driven by large-scale procurement from Chinese laptop brands.
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.
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