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.
Ad
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.
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.
Global semiconductor market to grow by 15% in 2025
December 12, 2024
Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
US commits $7.5 billion loan for 2 EV battery plants
December 06, 2024
The conditional loan commitment from the DOE will provide USD 6.85 billion in principal and USD 688 million in capitalized interest to StarPlus Energy LLC, a JV between Stellantis and Samsung SDI.
Is Apple planning $1 billion investment in Indonesia?
December 06, 2024
The offer is being seen as the tech giant’s latest bid to lift a ban on the sale of iPhone 16 devices in Southeast Asia’s largest economy.
3Q24 global top 10 foundry revenues reach record highs
December 05, 2024
TrendForce reports that despite a weak economy in Q3 2024, new smartphone and PC launches, along with strong demand for AI servers, boosted wafer foundry capacity utilisation compared to Q2.
Japan to invest $1.3 billion in chip start-up Rapidus
November 29, 2024
The move comes after the Japanese government has already agreed to provide 920 billion yen in subsidies to semiconductor startup Rapidus as the chipmaker prepares to begin mass production in 2027.
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.
Samsung reshuffles leadership to drive semiconductor growth
November 28, 2024
Samsung Electronics has reorganized its leadership to drive future growth and sharpen its competitive edge, with a strong focus on the semiconductor business.
Load more news