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.
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.
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.
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.