AI demand lifts top foundries' Q4 revenue, Samsung gains share March 12, 2026 Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.
Memory and CPU price hikes could push notebook prices up by 40% March 10, 2026 Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.
AI server build-outs drive NAND revenue up 23.8% in 4Q25 March 04, 2026 The global NAND Flash market extended its recovery in the fourth quarter of 2025, supported by accelerating AI infrastructure deployments, according to new figures from TrendForce. Combined revenue for the top five NAND Flash suppliers rose 23.8% QoQ to USD 21.17 billion in 4Q25.
Price rally lifts 4Q25 DRAM revenue 29.4% QoQ February 26, 2026 A sharp upswing in DRAM contract prices drove global industry revenue to USD 53.58 billion in the fourth quarter of 2025, up 29.4% sequentially, according to the latest analysis from TrendForce.
Phison warns: RAM shortage could wipe out companies February 23, 2026 Phison, a major manufacturer of controller chips for SSDs and other flash memory devices, has warned that the ongoing global RAM shortage could impact the entire industry in 2026.
Sharp to halt Kameyama K2 LCD plant in August February 13, 2026 Sharp plans to halt production at its Kameyama K2 facility, a Gen 8 LCD plant in Japan, from August 2026 and is seeking a potential buyer for the site, according to TrendForce. The decision could lead to short-term supply disruptions for Apple IT panels and e-paper applications.
Memory price surge threatens global smartphone production in 2026 February 11, 2026 Global smartphone production is expected to decline sharply in 2026 as rising memory prices increase retail costs and weigh on end demand, according to research from TrendForce. Total output is forecast to fall 10% year-on-year to approximately 1.135 billion units.
AI boom set to push memory revenues far beyond foundry market by 2026 February 09, 2026 The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.
DRAMpocalypse: Memory price projections skyrocket for 1Q26 February 02, 2026 The global memory market is heading toward historically sharp price increases in the first quarter of 2026, according to a new forecast from market research firm TrendForce.
Micron’s PSMC acquisition could support DRAM supply from 2027 January 20, 2026 Micron Technology’s planned acquisition of Powerchip Semiconductor Manufacturing Corp.’s (PSMC) Tongluo fab in Taiwan could help strengthen global DRAM supply from 2027, according to market analyst TrendForce.
MLC NAND flash capacity set to fall sharply as major suppliers exit market January 07, 2026 Global production capacity for MLC NAND flash is expected to decline by 41.7% year-on-year in 2026 as leading memory manufacturers continue to scale back or discontinue output, according to new research from TrendForce.
DRAM and NAND Flash prices to surge in Q1 2026 January 05, 2026 Global memory prices are set to rise sharply in the first quarter of 2026 as suppliers continue to prioritise server and AI-related applications, according to TrendForce.
Rising memory prices force console makers to rethink pricing December 02, 2025 Rising memory prices are squeezing profit margins for game console makers, prompting TrendForce to revise downward its 2026 global shipment forecasts for the sector.
Global DRAM revenue jumps 30.9% in 3Q25 November 26, 2025 The global DRAM industry reported total revenue of USD 41.4 billion in the third quarter of 2025, up 30.9% quarter-on-quarter, according to research firm TrendForce. The increase was driven by higher conventional DRAM contract prices, rising bit shipments, and growing volumes of high-bandwidth memory (HBM).
Global NEV sales up 31% in 3Q25 November 25, 2025 TrendForce’s latest investigations reveal that global NEV sales hit 5.39 million units in the third quarter of 2025, showing a 31% YoY growth. BEVs made up 3.71 million units, with a notable 48% YoY growth, while PHEVs reached 1.67 million units, marking a 4% increase year over year.
Rising memory prices weigh on consumer markets November 18, 2025 Global smartphone and notebook production is expected to decline in 2026 as rising memory prices and a weak macroeconomic environment weigh on consumer demand, according to market research firm TrendForce.
Memory industry to maintain cautious capex in 2026 November 13, 2025 TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026.
Global channel SSD shipments fell 14% in 2024 November 10, 2025 TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilisation of supply and demand and a price rebound in 2024.
Solid-State battery demand to surge to 740 GWh by 2035 November 05, 2025 Solid-state battery (SSB) development is rapidly transitioning from research to large-scale manufacturing. According to TrendForce’s latest reports, nearly 100 companies globally have announced plans to produce solid-state batteries, with a combined capacity surpassing 100 GWh. Some of this capacity, especially semi-solid batteries, has already begun mass production and reached the GWh scale.
Tight DRAM supply to boost DDR5 Contract prices October 30, 2025 TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data centre expansion among global CSPs.
SCHMID Group wins major equipment orders for AI server PCB production October 23, 2025 SCHMID Group has secured two major orders for production equipment used in PCB for AI server applications, the company announced.
Foundry utilisation exceeds expectations in 2H25 October 16, 2025 According to TrendForce, wafer foundry utilisation during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed US semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI.
AI storage demand drives HDD replacement, nearline SSDs gain momentum October 14, 2025 TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options.
DRAM module revenue up 7% in 2024, driven by tight supply and restocking October 01, 2025 TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.
NAND flash prices to rise 5–10% in 4Q25 September 25, 2025 TrendForce’s recent research shows that strong consumer demand in the first half of the year caused the usual peak season in the second half to fall short.
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.
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.
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.
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.