Driven by AI and new smartphone momentum, 2025 global foundry revenue hit record highs, with TSMC extending its market lead via advanced processes. For 2026, despite pre-stocking triggered by anticipa...
TrendForce reports 2Q25 wafer foundry growth driven by subsidies and new product stocking; TSMC leads with strong AI and mobile demand; top 10 firms dominate; 3Q25 outlook remains positive with rising...
In 2Q25, China's subsidies and US tariff stocking drove NAND Flash shipments and revenue. Growth will moderate in 3Q25 as demand normalizes.
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
1. European Chips Act 2. US Subsidy Policies 3. Japan Subsidy Policies 4. Partnership between Japan and the US 5. LSTC 6. Cooperation Framework and Organization of Rapidus 7. Strategy for Future...
As indicated by the survey of global market intelligence firm TrendForce, the target among brands and chip suppliers pertaining to the reduction of inventory to the healthy level prior to the pandemic...
