Monthly Archives: December 2025

[Insights] December Panel Prices: TV Panels Expected to Rise in January on Memory Supply Concerns

Posted on 2025-12-24 by TrendForce

．TV Since December, brand customers have increasingly viewed panel prices as having bottomed out, while also growing concerned that memory shortages and rising prices could spill over into TV products and intensify next year. As a result, some panel demand …

Continue reading →
Posted in Display, Panel Industry | Tagged , , , | Leave a comment

[News] Top PC Maker, Likely HP or Lenovo, Reportedly Locks in Memory Supply following Supplier Visits

Posted on 2025-12-23 by TrendForce

As memory prices surge, PC makers are moving to pass costs onto consumers while scrambling to secure chip supply ahead of potentially larger price swings in the market by mid-2026. Yicai Global reports that a top-tier PC company recently made …

Continue reading →
Posted in Consumer Electronics, DRAM, Notebook Computers, Semiconductors | Tagged , | Leave a comment

[News] ByteDance Reportedly to Boost 2026 AI Spend to $23B, Plans Preliminary 20K H200 Chips Order

Posted on 2025-12-23 by TrendForce

Following reports that NVIDIA is set to start shipping H200 chips to China by mid-February next year, the country’s top tech firms appear to be accelerating their AI investments. The Financial Times reports that ByteDance, TikTok’s parent company, is preparing …

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

[News] Memory Price Surge Reportedly to Push Samsung, SK hynix Gross Margins Above TSMC in 4Q25

Posted on 2025-12-23 by TrendForce

Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. …

Continue reading →
Posted in Semiconductors | Tagged , , | Leave a comment

[News] Samsung Set to Benefit from TSMC’s ‘N-2’ Rule as AMD, Google Eye U.S. 2nm Production

Posted on 2025-12-23 by TrendForce

As TSMC ramps up its U.S. and Japan expansions, all eyes are on the so-called “N-2” rule, which, according to the Central News Agency, could prevent the foundry giant from producing its most advanced nodes overseas. South Korean media outlet …

Continue reading →
Posted in IC Manufacturing, Package&Test, Semiconductors | Tagged , , | Leave a comment