Monthly Archives: October 2025

[News] NVIDIA Dismisses AI Bubble Concerns, Reportedly Projects $500B in GPU Sales from Blackwell and Rubin

Posted on 2025-10-29 by TrendForce

At NVIDIA’s first-ever Washington GTC from October 27-29, CEO Jensen Huang pushed back against AI bubble concerns while unveiling the next-generation Vera Rubin superchip. According to CNBC, he projected combined GPU revenue of $500 billion from the Blackwell lineup and …

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Posted in Artificial Intelligence, Emerging Technologies, Semiconductors | Tagged , | Leave a comment

[News] Apple Suppliers Skyworks and Qorvo Unite to Form $22 B U.S. RF Chip Powerhouse

Posted on 2025-10-29 by TrendForce

A major shake-up is underway in the RF chip industry as Qorvo and Skyworks—two of Apple’s key suppliers—agree to merge. According to Reuters, Skyworks Solutions said on Tuesday that it will acquire smaller rival Qorvo, creating a combined company valued …

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[News] SK hynix Posts Record 3Q Profit: Three Highlights Spotlight HBM4, Soaring CAPEX, and 2026 Outlook

Posted on 2025-10-29 by TrendForce

While Samsung is on track to post its best Q3 profit in three years on the back of AI-driven chip price gains, SK hynix also sent strong signals. On the 29th, the company reported a consolidated operating profit of KRW …

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Posted in DRAM, NAND Flash, Semiconductors | Tagged , | Leave a comment

[News] Shanghai’s IC Industry in High Gear, Up 11.3% in the First Three Quarters of 2025

Posted on 2025-10-29 by TrendForce

On October 22, data released by the Shanghai Municipal Bureau of Statistics showed that the city’s gross domestic product (GDP) reached CNY 4.072 trillion in the first three quarters of 2025, representing a year-on-year growth of 5.5%. The combined output …

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[News] High-Capacity SSDs Reportedly Hit Year-Long Delays as Samsung, SK, and Kioxia Run Full Tilt

Posted on 2025-10-29 by TrendForce

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running …

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