US tariffs spurs surge in stockpiling, memory contract prices set to rise
April 17, 2025
TrendForce’s latest investigations reveal that the implementation of the US “reciprocal tariffs” on April 9th — followed by a 90-day grace period for most regions — has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty.
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LG Display’s Guangzhou LCD plant officially transferred to CSOT
April 03, 2025
LG Display’s Guangzhou Gen 8.5 LCD line has officially transferred to CSOT and been renamed “T11”. CSOT will now own two Gen 6, four Gen 8.5, one Gen 8.6, and two Gen 10.5 LCD production lines with this acquisition.
Top 10 IC design houses See 49% YoY growth in 2024
March 18, 2025
TrendForce reports that the combined revenue of the world’s top 10 IC design houses reached approximately USD 249.8 billion in 2024, marking a 49% YoY growth. The surge is largely attributed to the booming AI industry, with Nvidia dominating the market.
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.
US to hold over 20% of advanced chip capacity by 2030
March 06, 2025
The US is projected to hold 22% of global advanced semiconductor manufacturing capacity by 2030, driven by TSMC’s expanded investment in US production, according to TrendForce. TSMC has increased its total investment in its US operations to USD 165 billion, with three newly planned fabs set to begin mass production after 2030.
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.
Humanoid robots are coming – and building themselves
February 26, 2025
With Jabil’s manufacturing experience and Apollo’s design built for mass production, the vision of robots building robots moves closer to reality, paving the way for the mass adoption of humanoid robots.
Humanoid robots to become the next US-China battleground
February 25, 2025
Governments worldwide are ramping up investments in robotics R&D as labour shortages and rising costs persist. TrendForce reports that China, Japan, the US, South Korea, and Germany have consistently ranked among the top five countries for industrial robot installations and are expected to continue executing over USD 13 billion in related projects by 2025.
AI demand and production cuts to boost NAND prices in 2H25
February 19, 2025
The NAND Flash market remains oversupplied in early 2025, keeping prices low and pressuring suppliers. However, TrendForce predicts a rebound in the second half as AI-driven demand rises and production slows.
More pain to come for NAND Flash manufacturers?
January 24, 2025
Industry continues belt-tightening in bid to balance market in 2025
Minimal impact on wafer fabs following Taiwanese earthquake
January 23, 2025
A magnitude 6.4 earthquake struck southern Taiwan near Chiayi in the early hours of January 21, 2025. According to TrendForce, preliminary assessments indicate minimal damage to nearby wafer fabs.
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.
AI infrastructure to dominate MLCC Demand in 2025
January 15, 2025
The US economy surpassed expectations in late 2024, but sustained high interest rates in 2025 may hinder spending and investment. Against this backdrop, TrendForce projects a 3% QoQ drop in MLCC shipments for Q1 2025.
Rapidus targeting 2nm chip production for Broadcom
January 13, 2025
Fresh reports say Japanese foundry Rapidus will begin trial production of 2nm chips in April 2025, and has Broadcom lined up as its first major customer.
"China for China" gains momentum among European tech companies
January 09, 2025
Geopolitical dynamics are accelerating the formation of the “China for China” supply chain, driven by China’s vast domestic market. This trend is particularly evident in the automotive sector, says TrendForce pointing to its latest research.
Hanmi Semiconductor breaks ground on seventh plant
January 08, 2025
On January 6, 2025, Hanmi Semiconductor broke ground on its seventh plant, which will focus on High Bandwidth Memory (HBM) TC Bonder.
China and Korea to overtake Japan in commercialization of All-Solid-State Batteries
January 02, 2025
China and South Korea are expected to overtake Japan in the commercialization of semiconductor batteries in 2024 thanks to a subsidy of more than $660 million, according to recent TrendForce reports.
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.
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.
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.
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.
Global notebook shipments expected to grow by 4.9% in 2025
November 26, 2024
TrendForce reports that the global notebook market in 2024 is projected to recover at a moderate pace, hindered by high interest rates and geopolitical uncertainties.
DRAM prices fall in 2025 amid weak demand and rising inventory
November 19, 2024
The fourth quarter is a critical period for setting DRAM contract prices. According to TrendForce's latest research, prices for mature DRAM processes such as DDR4 and LPDDR4X are already falling due to excess supply and dwindling demand.
DRAM module revenue declined 28% in 2023
November 14, 2024
TrendForce’s latest analysis reveals that the global revenue for the DRAM module market reached USD 12.5 billion in 2023 — a YoY decline of 28%.
TSMC to tighten scrutiny on Chinese AI chip clients
November 12, 2024
Reports suggest that TSMC has notified its Chinese clients of a temporary suspension on shipments of advanced AI chips produced using 7nm and below process nodes.
Kioxia plans December IPO as Samsung widens lead
November 08, 2024
Bain Capital-backed Kioxia may use a new method for listing at the Tokyo Stock Exchange to speed up its IPO, which has been delayed in the past.
Is Apple in talks with Foxconn to build AI servers in Taiwan?
November 07, 2024
Though Foxconn is Apple’s biggest iPhone supplier, it also makes Nvidia’s AI servers, and sources told Nikkei it may have limited capacity to take Apple as a new server client.
Mature process capacity to grow 6% in 2025
October 30, 2024
According to TrendForce's investigations, China's domestic IC substitution policies will allow Chinese foundries to account for the majority of the expansion in mature process capacity in 2025. Despite ongoing price pressure, the top 10 mature process foundries globally are expected to have a 6% rise in capacity by 2025.
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