On December 16, PlayNitride Technologies announced that its board approved the acquisition of Lumiode Inc., a U.S.-based company, for US$2 million. TrendForce reports that Lumiode—a decade-old company—has complementary technologies and patents that will help PlayNitride expand its intellectual property portfolio and improve access to North American customers and sales channels. This acquisition is expected to enhance PlayNitride’s global competitiveness in near-eye display applications and in medical and other non-display markets.
TrendForce’s latest research indicates that tight supply conditions in the memory market have recently driven a sharp rise in conventional DRAM prices. While HBM3e has also benefited from upward revisions to GPU and ASIC orders—pushing its prices higher—the ASP gap between HBM3e and DDR5 is expected to continue to narrow significantly over the next year.
TrendForce’s latest investigations indicate that the rapid acceleration of vehicle electrification and intelligence is expected to propel the global automotive semiconductor market from approximately US$67.7 billion in 2024 to nearly $96.9 billion by 2029, representing a CAGR of 7.4% over the 2024–2029 period.
TrendForce’s latest “Lithium Battery Industry Chain Monthly Price Report” indicates that China’s EV battery market stayed strong in November 2025. Despite the usual off-season, automakers' continued aggressive stocking kept demand high.
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.