Recent #TrendForce news in the semiconductor industry
➀ Tariffs have encouraged US memory buyers to get their orders in Q1, reducing inventories;
➁ DRAM prices expected to fall 0-5% QoQ in Q2, with HBM pricing to rise 3-8% due to HBM3e shipments;
➂ Samsung's HBM qualification progress slower than expected, but no significant capacity shift back to DRAM;
➃ SK hynix focusing on server and mobile DRAM, limiting PC DDR5 supply;
➄ DDR4 prices weak due to consumer demand and capacity expansion, with PC DRAM prices expected to remain flat QoQ in Q2;
➅ Server DRAM demand driven by top North American CSPs and AI server investment in China, with DDR5 prices expected to stabilise in Q2;
➆ Mobile DRAM demand improved, with LPDDR4X supply ample but prices expected to decline modestly;
➇ GDDR7 demand from next-gen graphics cards, with prices expected to hold flat or slightly down due to tight supply;
➈ GDDR6 prices expected to decline 3-8%, with suppliers bundling to stabilise pricing and clear inventory;
➉ Consumer DRAM seeing more aggressive purchasing, with DDR4 contract prices expected to rise 0-5% in 2Q25, and DDR3 prices likely to remain flat.
➀ Power semiconductors, once a rising star with AI chips, are now facing challenges due to a slow EV market;
➁ Major players are reducing staff and delaying investments, with over 8,800 layoffs reported;
➂ The struggle is further compounded by the emerging competition from China.
➀ This article lists the top ten foundries based on a report by TrendForce.
➁ The list highlights the leading companies in the semiconductor industry.
➂ It is part of a series that focuses on the top performers in various technology sectors.
➀ The market prospects for humanoid robots have improved with Jensen Huang's introduction of an open source foundational model called Isaac GR00T N1.
➁ TrendForce projects the total market value of the humanoid robot industry to reach nearly $4 billion by 2028.
➂ The Nvidia model, featuring comprehensive datasets and adaptable training capabilities, is expected to accelerate market adoption by speeding up AI model training and reducing time-to-market.
➀ TrendForce reports a 6.2% decline in Q4 NAND revenues, with ASPs falling 4% QoQ;
➁ Samsung's revenue fell 9.7% QoQ due to weak consumer electronics demand;
➂ Kioxia's Q4 revenue declined by only 0.2% QoQ due to enterprise SSD shipments;
➃ Micron's Q4 NAND Flash revenue dropped 9.3% QoQ despite strong enterprise SSD shipments.
➀ In 2024, EV and fuel cell vehicle sales grew by 25% to reach 16.9 million units, with China's market share expanding to 67%;
➁ Tesla maintained its top position in BEV sales, followed by BYD and SAIC-GM-Wuling, which saw significant growth;
➂ BYD dominated the PHEV segment with a 38% market share, and the industry is expected to see consolidation and potential mergers in 2025.
➀ This article lists the top 10 electric vehicle (EV) vendors according to TrendForce's data.
➁ It provides an overview of the current market landscape and the significance of these vendors in the EV industry.
➂ The article also discusses the potential growth and challenges faced by these vendors in the coming years.