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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.
TrendForce’s latest investigations reveal that memory prices are projected to rise sharply again in the first quarter of 2026, exerting significant cost pressure on global end-device manufacturers. Consequently, smartphone and notebook brands are compelled to increase their product prices and reduce specifications. A further downward revision of shipment forecasts now seems unavoidable, with market resources becoming more concentrated among a few leading brands.
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.
