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.
SK hynix begins mass production of 321-layer QLC NAND flash August 27, 2025 To maximize the cost competitiveness of its new product, SK Hynix developed a 2Tb device with double the capacity of existing solutions. To address potential performance degradation in large-capacity NAND, the number of planes was increased from 4 to 6.
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.
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.
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.
Trump's first onshoring win isn’t the iPhone – it's the AI server June 12, 2025 As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
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.
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.
SK hynix completes its acquisition of Intel's NAND business April 01, 2025 South Korean memory giant SK hynix has officially completed its acquisition of Intel’s NAND flash memory business, a deal initially announced in October 2020.
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.
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.
Top 10 largest semiconductor 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.
More pain to come for NAND Flash manufacturers? January 24, 2025 Industry continues belt-tightening in bid to balance market in 2025
Cadence to acquire embedded security IP specialist January 22, 2025 Cadence has entered into a definitive agreement to acquire French embedded security IP platform provider Secure-IC.
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.
SK Telecom, SK hynix, Penguin ink AI data centre deal January 14, 2025 Penguin Solutions is teaming up with SK Telecom (SKT) and SK hynix to pursue the development and delivery of comprehensive AI data centre (AIDC) solutions. The agreement follows SKT’s USD 200 million strategic investment in Penguin Solutions in December 2024.
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.
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.
AI chipmakers Rebellions, Sapeon Korea complete merger December 02, 2024 The merged entity, expected to have an estimated corporate value of USD 928 million, has been named Rebellions. The original Rebellions CEO is set to lead the new company.
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.
Server DRAM and HBM boost 3Q24 DRAM Industry revenue November 27, 2024 TrendForce’s latest investigations reveal that the global DRAM industry revenue reached US$26.02 billion in 3Q24, marking a 13.6% QoQ increase.
Semiconductor growth slows down in 2025 November 26, 2024 The semiconductor market reached USD 166 billion in 3Q24, a 10.7% growth from 2Q24, according to the World Semiconductor Trade Statistics (WSTS). This marks the strongest QoQ growth since 3Q16 when growth hit 11.6%. On a YoY basis, the market grew by 23.2% in 3Q24, the highest since 4Q21's 28.3%.
‘Nvidia’s CEO asked SK Hynix to bring forward supply of HBM4’ November 04, 2024 Nvidia’s CEO Jensen Huang’s request for faster delivery shows the robust demand for new iterations of Nvidia’s GPUs, which are crucial for AI and will have next-generation HBM chips.
Is Tesla in talks with SK Hynix for $725 million eSSD order? October 28, 2024 Tesla has pledged to invest USD 10 billion every year in building its AI supercomputer, Dojo, for which the US carmaker needs fast and large capacity drives to improve the system’s efficiency.
SK Hynix posts record quarterly profit amid AI boom October 25, 2024 The world’s second-biggest memory chipmaker reported an operating profit of 7 trillion won (USD 5 billion) for the July-September quarter from a loss for the same period last year.
Chip packaging tech in US gets $1.6 billion boost October 21, 2024 Semiconductor packaging allows components to be combined as a single electronic device, and the latest funding under the CHIPS and Science Act seeks to drive innovation in this process.
SK hynix opens office in Poland October 08, 2024 South Korean memory manufacturer is opening a research and development center in Gdańsk, Poland.
Memory chipmaker Kioxia scraps October IPO plan September 27, 2024 Bain Capital, which holds a 56% stake in Kioxia along with SK hynix, had been targeting a market value of 1.5 trillion yen (USD 10.39 billion) for Kioxia.
NAND Flash shipments growth slows in 2Q24 September 10, 2024 TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments.