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.
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.