Worldwide silicon wafer shipments increase 7.4% in Q2 2026 July 30, 2026 SEMI Silicon Manufacturers Group (SMG) has reported that worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during the same quarter of 2025.
DRAM prices surge – industry revenue up 81% in a single quarter June 08, 2026 The DRAM industry posted revenue of USD 97 billion in the first quarter of 2026, up 81% quarter-on-quarter, driven by a rapid surge in contract prices for conventional DRAM. Contract prices rose approximately 93 to 98 percent compared to the previous quarter, according to TrendForce.
NAND Flash revenues surge 84% in Q1 as AI demand drives shortage May 26, 2026 The combined revenue of the world's five largest NAND Flash suppliers jumped 83.7% quarter-on-quarter in the first quarter of 2026, surpassing USD 38.9 billion. Surging demand for enterprise SSDs from AI infrastructure buildout, combined with constrained supply, pushed prices well above expectations, according to TrendForce.
Lava plans to invest $114M in electronics components unit May 22, 2026 The Indian mobile phone company will manufacture key smartphone components such as display modules, camera modules, multilayer PCBs and enclosures in the country as part of its localisation strategy.
Global silicon wafer shipments grew 13% YoY in 1Q26 April 30, 2026 Worldwide silicon wafer shipments increased 13.1% year-on-year to 3,275 million square inches (MSI) from the 2,896 MSI recorded during the same quarter of 2025, reports SEMI.
Omdia lifts 2026 semiconductor outlook as AI-driven memory constraints intensify April 28, 2026 Omdia has significantly raised its 2026 semiconductor revenue forecast, now projecting growth of 62.7%, citing sustained AI-driven demand and tightening supply conditions in memory markets.
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.