Smartphone production rises 4% QoQ in 2Q25 September 16, 2025 TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments.
Valens partners with Samsung to enhance MIPI A-PHY ecosystem September 12, 2025 Samsung Foundry will fabricate Valens Semiconductor’s MIPI A-PHY chipsets using its advanced automotive process node. This process is supported by Samsung’s expertise in automotive foundry processes, IP and service package development.
Smartwatches drive micro LED adoption September 11, 2025 Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year.
Trump warns ‘fairly substantial’ semiconductor tariffs are coming September 05, 2025 Trump had said last month that he would impose a 100% tariff on semiconductor imports, but would exempt products from companies that shift their manufacturing to the US.
2Q25 foundry revenue surges 14.6% – TSMC extends market dominance September 02, 2025 Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.
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.
Haylo Labs acquires Plessey Semiconductors in £100M UK investment August 20, 2025 Haylo Labs has completed its acquisition of UK-based developer of microLED display technology, Plessey Semiconductors, in a move set to strengthen the UK's position in immersive computing and optical computing.
CHIPS Act funding could come with US government stakes August 20, 2025 The US government is examining whether to take ownership stakes in major semiconductor companies in exchange for federal CHIPS Act grants, Reuters reports, citing two sources familiar with the talks.
Gixel raises €5M to advance AI and AR wearable tech August 18, 2025 German startup Gixel’s optical engine delivers smartphone-level image quality in a form factor small enough for normal-looking glasses—without the compromises of waveguides. Designed for all-day wear, Gixel’s tech is more power-efficient, scalable and future-proof.
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.
Tokyo Electron fires employee suspected of stealing TSMC tech August 11, 2025 The six people arrested on allegations of intellectual property theft at the Taiwanese chipmaker include a person identified by local media reports as a former employee of Tokyo Electron. The leaked information was reportedly related to TSMC’s most advanced 2-nanometer chip technology.
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.
San’an and Inari to acquire Lumileds August 05, 2025 San’an Optoelectronics and Inari Amertron Berhad have signed a definitive agreement to acquire 100% of the shares of Lumileds Holding B.V. and its European and Asian subsidiaries (Lumileds International).
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.
Mycronic reports 35% increase in net sales in Q2 2025 July 14, 2025 Despite sales growth, order intake fell to SEK 1.3 billion from SEK 2 billion. In the second quarter, order intake saw a decline of 37%. EBIT amounted to SEK 568 million and the EBIT margin was 27%.
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.
UbiQD to supply Quantum Dot technology to First Solar July 10, 2025 The supply agreement between the two American companies is expected to enable the early adoption of Quantum Dot (QD) in thin film modules, with the potential for UbiQD to grow to over 100 metric tons of production per year.
FUJI AIMEX IIIc boosts Semitron’s production output by 18% July 07, 2025 By implementing a second SMT line with the FUJI AIMEX IIIc placement machines and the GPX-C solder paste printer, the company increased its daily production output by 18%, while simultaneously reducing the defect rate by 15%.
Pattern Generators expands through acquisition in South Korea July 01, 2025 Mycronic’s Pattern Generators division has signed an agreement to acquire Cowin DST, a company based in South Korea primarily providing systems for display panel repair, as well as display and semiconductor photomask repair.
From Gdańsk to Europe: Unisystem’s evolution in display innovation June 30, 2025 At the turn of the 1980s and 1990s, many companies in Poland started their operations in conditions far removed from today's reality – no internet, limited access to components and technology, not to mention a lack of capital – what kept them running was often improvisation and sheer determination. Today, some of these companies are mature technology organisations, successfully competing in international markets.
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.