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.
Report: Beijing E-Town sues Applied Materials over ‘trade secrets leak’ August 25, 2025 The China-based semiconductor equipment firm claims that US firm Applied Materials had illegally obtained and used Beijing E-Town’s core technology secrets related to plasma sources and wafer surface treatment.
AI to drive 2025 growth as electronics market slows into 2026 August 13, 2025 TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided.
Tesla key driver in US robotaxi market, Chinese firms bring down costs July 16, 2025 TrendForce forecasts that the US robotaxi market will grow at a CAGR of 61% between 2025 and 2035. In this fast-growing market, Tesla holds a competitive edge with its vertically integrated manufacturing and vision-based autonomous driving solution, resulting in relatively lower hardware costs.
Report: Broadcom scraps $1 billion chip investment in Spain July 15, 2025 The investment had been announced by Broadcom in 2023. Sources told Europa Press that talks with Spain’s government had broken down but the report did not give any reason for the collapse in negotiations.
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.
NXP reportedly to close four 8-inch fabs in shift toward 12-inch production June 11, 2025 NXP Semiconductors is reportedly planning to shut down four of its 8-inch (200mm) wafer fabrication plants – one in the Netherlands and three in the United States — as part of a strategic transition to 12-inch (300mm) wafer production.
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.
Chinese firms gain ground in 2024 top 10 OSAT ranking May 23, 2025 The combined revenue of the world’s top 10 outsourced semiconductor assembly and test (OSAT) companies reached USD 41.56 billion in 2024, a 3% YoY increase, according to a new report from TrendForce. While established players ASE Holdings and Amkor retained their top positions, Chinese firms including JCET and HT-Tech posted double-digit growth, reshaping the competitive landscape.
Wolfspeed reportedly preparing for bankruptcy May 21, 2025 Wolfspeed is said to be preparing a Chapter 11 bankruptcy filing within weeks, according to reports from The Wall Street Journal and Reuters. The move comes after failed restructuring talks and growing financial pressure from falling demand and aggressive Chinese competition.
Tariff uncertainty and weakening demand threaten MLCC market stability May 07, 2025 The global MLCC market is facing heightened risks amid persistent economic uncertainty, driven by unresolved US tariff policy and weakening downstream demand, according to a new report from market intelligence firm TrendForce.
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.
Notebook industry growth outlook dims amid tariff uncertainty April 22, 2025 The global notebook industry is bracing for continued volatility as trade tensions and economic headwinds cast a shadow over projected growth in 2025, according to new research released today by TrendForce.
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.
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.