Competitive Landscape

Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance | TrendForce

Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

Mar 13, 2025 | PDF

"TrendForce reports AI drives higher NAND Flash transmission performance demands. Samsung, to seize AI edge computing opportunities, accelerates Hybrid Bonding adoption in its V9 (286L) produ...

Emergence of CubeSats to Open a New Chapter for Global Satellite Market | TrendForce

Emergence of CubeSats to Open a New Chapter for Global Satellite Market

Mar 12, 2025 | PDF

As major countries like the US and EU accelerate the development of CubeSats, global satellite startups are prompted to deploy applications related to environmental and defense monitoring, as well as...

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications | TrendForce

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

Mar 11, 2025 | PDF

"TrendForce reports NVIDIA plans to launch GB300 in Q2 2025, with GB300 racks ramping up in Q4 due to higher specifications requiring extended testing. GB200 remains the 2025 shipment mainstr...

Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment | TrendForce

Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Mar 11, 2025 | PDF

"TrendForce reports that due to the continuous growth in demand for LPDDR5X, coupled with supply failing to meet demand, prices for this type of mobile DRAM may rebound earlier than expec...

Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market | TrendForce

Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

Mar 11, 2025 | PDF

The server market is experiencing robust growth, exceeding prior forecasts, fueled by surging AI-driven demand from North American and Chinese CSPs. This has led to increased server orders, particular...

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5 | TrendForce

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

Mar 07, 2025 | PDF

TrendForce reports that server DRAM revenue grew by 8.0% QoQ and 84.4% YoY in 4Q24, driven by continued growth in DDR5 shipments and prices. While overall bit shipments saw a slight increase, individu...

Humanoid Robot Market Bulletin_20250306 | TrendForce

Humanoid Robot Market Bulletin_20250306

Mar 06, 2025 | PDF

In late February 2025, Figure AI released Helix, a general-purpose (“generalist”) VLA (Vision Language Action) model designed for humanoid robots. This model allows robots to perform actions based on...

Mobile DRAM Industry Analysis-1Q25 | TrendForce

Mobile DRAM Industry Analysis-1Q25

Mar 06, 2025 | PDF

Driven by China’s subsidy program, global smartphone production rose by 9.2% QoQ to 335 million units for 4Q24...

China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units | TrendForce

China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units

Mar 06, 2025 | PDF

TrendForce reports that global smartphone production grew by 9.2% QoQ in 4Q24, driven by Chinese local government subsidies and Apple's new device launches. Apple took the top spot with new model...

Process Transition and Geopolitical Pressures: 2025 Foundry Landscape and Challenges (Presentation) | TrendForce

Process Transition and Geopolitical Pressures: 2025 Foundry Landscape and Challenges (Presentation)

Mar 06, 2025 | PDF

1. Foundry Market Overview 2. Impact of Capacity Supply and Geopolitical Factors 3. AI-Driven Growth in the Foundry Industry 4. TRI’s View

HBM Market Dynamics and Forecast - 1Q25 | TrendForce

HBM Market Dynamics and Forecast - 1Q25

Mar 05, 2025 | PDF

The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...

DRAM Industry Analysis-1Q25 | TrendForce

DRAM Industry Analysis-1Q25

Mar 05, 2025 | PDF

Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion...

With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24 | TrendForce

With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24

Mar 05, 2025 | PDF

TrendForce reports that despite a 9.2% QoQ increase in global smartphone production in 4Q24, mobile DRAM demand declined due to conservative stocking strategies by Android brands and the end of peak s...

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030 | TrendForce

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

Mar 04, 2025 | PDF

TrendForce indicates that TSMC is expanding its US investment to US$165 billion, establishing six advanced process fabs, two advanced packaging plants, and an R&D center in Arizona. Geopolitical t...

TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24 | TrendForce

TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24

Mar 04, 2025 | PDF

TrendForce reports that the total revenue of the global top 10 foundries climbed 9.9% QoQ to a new record in 4Q24, driven by strong wafer shipments from advanced nodes (3nm and 5/4nm). TSMC maintained...

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