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TrendForce’s latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals. Revenue was primarily driven by advanced processes at 7 nm and below, with support from high-value wafers. Chinese foundries also expanded their business through supply-chain diversification. As a result, total revenue for the top 10 foundries increased by 8.1% QoQ to nearly US$45.1 billion.
H200’s performance significantly surpasses H20, making it an attractive option for China’s CSPs and OEMs if exports proceed as planned. The U.S. is expected to adopt an “N-1” or “N-2” export strategy for AI chips shipped to China, to ensure that global-market products retain a performance lead. China’s domestic AI chip market share is projected to reach 50% in 2026, supported by government policies and enterprise-level projects.
The enterprise SSD market experienced robust growth in the third quarter of 2025. TrendForce’s latest reports reveal that AI demand continued to expand from training to inference tasks. Meanwhile, North American CSPs simultaneously scaled out both AI infrastructure and general-purpose servers. This led to a significant boost in enterprise SSD shipments and prices, resulting in a 28% increase in combined revenue for the top five brands that reached approximately US$6.54 billion and set a new record for the year.
TrendForce’s recent research indicates that the ongoing expansion of AI infrastructure by CSPs fueled strong demand for enterprise SSDs in 3Q25. As a result, the combined revenue of the top five NAND Flash vendors grew by 16.5% QoQ, approaching US$17.1 billion. The production cuts enacted earlier in the year are now impacting the market, helping to balance supply and demand in the latter half. Additionally, the rising proportion of enterprise SSD shipments contributed to increased ASPs among suppliers.
TrendForce’s latest report states that rising memory prices have significantly increased BOM costs in consumer electronics, leading brands to hike retail prices and dampening market demand. After reducing its 2026 shipment forecasts for smartphones and laptops earlier in November, TrendForce has also downgraded its 2026 forecast for game console shipments—from an initial YoY decline of 3.5% to 4.4%.
