Bosch and Element Six set up JV to commercialise quantum sensing
April 09, 2025
Bosch is intensifying its push into quantum technology by establishing a new joint venture with Element Six, a leading provider of synthetic diamond solutions. The new company, Bosch Quantum Sensing, aims to accelerate the commercialisation of quantum sensors, building on a collaboration between the two firms that began in 2023.
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UMC opens new fab expansion in Singapore
April 01, 2025
Semiconductor foundry United Microelectronics Corporation (UMC) has officially opened its new fab facility in Singapore. The first phase of the new facility will start volume production in 2026, bringing UMC’s total production capacity in Singapore to more than 1 million wafers annually.
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.
Magnachip to drop display business, goes all-in on power
March 18, 2025
Magnachip Semiconductor plans to transition into a pure-play power semiconductor company, a move aimed at boosting revenue growth, improving profitability, and increasing shareholder value. The company is now exploring strategic options for its display business, which could include a sale, merger, joint venture, licensing agreement, or even a complete wind-down.
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.
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.
TSMC to invest $100B in Arizona semiconductor operations
March 03, 2025
TSMC is planning to invest at least USD 100 billion in its Arizona semiconductor manufacturing operations, marking the largest foreign direct investment in U.S. history, US President Donald Trump announced alongside TSMC CEO C.C. Wei.
Honor pledges $10 billion investment in AI over 5 years
March 03, 2025
The Chinese smartphone maker wants to expand from being mainly a smartphone firm and develop a system of AI-powered PCs, tablets and wearables, its CEO James Li said.
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.
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.
Qualcomm sales top estimates amid strong smartphone demand
February 06, 2025
Qualcomm forecast a sales range with a midpoint of USD 10.75 billion and adjusted profits of USD 2.80 per share, both above analyst estimates, according to data from LSEG.
AI chips to drive semiconductor industry in 2025: VanEck
February 03, 2025
Exchange-traded fund provider VanEck believes 2025 is set to be another “transformative year” for the semiconductor industry.
Tata receives green light for Pegatron deal
January 22, 2025
The Competition Commission of India (CCI) has approved the acquisition of a majority shareholding in Pegatron Technology India Pvt. Ltd. (Pegatron India) by Tata Electronics Pvt. Ltd. (TEPL). The transaction also involves the transfer of the business undertaking of TEL Components Pvt. Ltd. (TEL), a wholly owned subsidiary of TEPL, to Pegatron India.
TSMC's 2024 annual revenue is an all-time record
January 13, 2025
Taiwan Semiconductor Manufacturing Company (TSMC) has recorded total revenue of USD 90 billion for 2024. It's the firm's highest annual sales total since it went public in 1994.
Xiaomi wants to boost e-car sales
January 03, 2025
Chinese electronics manufacturer Xiaomi wants to more than double its car sales in 2025. Lei Jun, founder and CEO of the company, told Reuters that Xiaomi wants to deliver 300,000 vehicles next year. In 2024, the figure was 135,000.
Dixon and vivo India plans manufacturing joint venture
December 17, 2024
Indian EMS provider Dixon Technologies is teaming up with an Indian subsidiary of Chinese smartphone maker vivo to form a joint venture that will manufacture electronic devices – including smartphones.
Global semiconductor market to grow by 15% in 2025
December 12, 2024
Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
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.
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%.
Foxconn may expand Tamil Nadu facility, add 20,000 jobs
November 25, 2024
Foxconn International Holdings India Developer Private Limited has reportedly submitted a proposal to expand the existing special economic zone in Sriperumbudur SIPCOT Industrial Park.
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Silicon wafer market to reach $18 billion by 2031
November 11, 2024
The growth in the sector is being attributed to the emergence of 5g and the increasing miniaturization of electronic devices.
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.
Oppo invests $4.2 million in HK PolyU’s AI imaging center
November 05, 2024
The Hong Kong Polytechnic University-Oppo Joint Innovation Lab will be upgraded to the Joint Innovation Research Centre.
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.
NexChip and Samsung Foundry lead LCD and OLED driver IC markets
October 23, 2024
NexChip and Samsung Foundry have emerged as major leaders in the display driver IC (DDIC) industry for 3Q24, according to the most recent insights from Omdia's Display Driver IC industry Tracker.
TSMC’s third-quarter profit beats forecasts riding on AI boom
October 18, 2024
The Taiwanese chipmaker posted a net profit of T$325.3 billion (USD 10.11 billion) for the quarter ended September 30, compared with the T$300.2 billion predicted by an LSEG SmartEstimate.
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