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.
From room‑sized to pocket‑sized – the evolution of computers February 20, 2026 What was your first contact with a computer? For some, it might have been a bulky desktop at school, a gaming console in the living room, or even a first smartphone that seemed impossibly small yet powerful.
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.
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.
Inside Kioxia's flash memory megafab January 16, 2026 Flash memory is something most of us only encounter at the very end of the supply chain — as a smartphone in our pocket, a USB stick in a drawer, or an SSD powering our laptop. A new video from Linus Tech Tips flips that perspective and takes viewers straight into the industrial reality behind modern storage.
Global smartphone shipments rise 4% in Q4 2025, led by Apple January 15, 2026 Global smartphone shipments increased 4% YoY in the fourth quarter of 2025, supported by seasonal demand and tighter inventory management, according to new data from market research firm Omdia. Growth was concentrated among the largest vendors, while rising component costs began to weigh on parts of the market.
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.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
Inside Oppo’s factory: How a smartphone is made December 05, 2025 You've seen him build his own iPhone using components from the electronics market in Shenzhen, China. Now, tech YouTuber Scotty from Strange Parts, brings us inside Oppo’s main smartphone manufacturing facility in Dongguan, near Shenzhen.
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.
Wait, North Korea has its own smartphone? November 28, 2025 Yes, you read that right. North Korea has its own – restricted, of course – smartphones. And DailyNK has gotten its hands on two models.
Zooming in further: How transistors build a CPU November 21, 2025 Branch Education’s previous videos have taken viewers through the process of how microchips are made and the machines that print them. Now, it’s time to go even smaller – down to the level of transistors, the fundamental building blocks of every CPU.
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.
Infineon opens new UWB lab in Austria October 30, 2025 Infineon Technologies has established a dedicated Ultra-Wideband (UWB) Application Lab in Graz, Austria. Developed in collaboration with Silicon Austria Labs (SAL), the lab focuses on advancing UWB technology, exploring use cases, and delivering real-world applications for automotive, industrial, IoT, and consumer markets.
Sharp partners with ARAV for remote control solutions using satellite October 24, 2025 Leveraging the design and communication technologies nurtured through smartphone development, Sharp is advancing the development of satellite communication user terminals that can establish high-quality, high-speed, and large-capacity networks.
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.
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.
Nothing raises $200M Series C to fund AI-driven hardware platform September 18, 2025 Consumer electronics company Nothing has secured USD 200 million in a Series C funding round at a valuation of USD 1.3 billion, the company's CEO Carl Pei announced in a community update.
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.
HMD to manufacture Bittium's military phone in Finland September 09, 2025 Bittium Corporation has launched its new high-security smartphone, the Bittium Tough Mobile 3, and established a strategic collaboration with HMD Secure Oy, the Finnish subsidiary of HMD Group.
SK hynix starts supplying mobile DRAM with efficient heat dissipation September 08, 2025 The structure of package on package, or PoP, that most flagship smartphones adopt and stacks DRAM onto the application processor, allows efficient use of limited space, while improving data transfer speed.
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.
vivo and Zeiss deepen global imaging partnership August 26, 2025 Smartphone maker vivo and optical technology company Zeiss have renewed and expanded their global imaging partnership to explore new imaging technologies beyond smartphones.
Gixel raises €5M to advance AI and AR wearable tech August 18, 2025 German startup Gixel’s optical engine delivers smartphone-level image quality in a form factor small enough for normal-looking glasses—without the compromises of waveguides. Designed for all-day wear, Gixel’s tech is more power-efficient, scalable and future-proof.
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.
Apple commits $100B to US manufacturing and expansion August 07, 2025 Apple has announced a new USD 100 billion investment as part of a broader initiative to expand its operations and manufacturing footprint in the United States. The move raises the company’s total planned U.S. investment to USD 600 billion over the next four years.
Sharp teams up with Mitsubishi, NICT, TECHLAB to advance LEO satcom July 30, 2025 By enabling deployment on mobility platforms such as drones and vehicles, applications of Low Earth Orbit (LEO) satellite communication (satcom) will be significantly expanded, ensuring communication lines in mountainous areas and disaster zones.
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.
ST expands "Lab-in-Fab" initiative in Singapore May 27, 2025 STMicroelectronics says that it is partnering with the A*STAR Institute of Microelectronics (A*STAR IME) and ULVAC, to expand its “Lab-in-Fab” (LiF) in Singapore. The focus of the collaboration is to advance piezoelectric MEMS for applications in personal electronics, medical devices, and other applications.
Samsung’s AI robot Ballie paired with Google Cloud’s Gemini April 11, 2025 Ballie, a home AI companion robot from Samsung, will use Google Cloud’s generative AI tech Gemini’s multimodal capabilities along with proprietary Samsung language models to process and understand a variety of inputs.
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.