Semiconductors

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

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

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

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...

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)

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

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

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

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...

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Mar 03, 2025 | PDF

TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI serve...

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

Feb 27, 2025 | PDF

TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. St...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

Feb 26, 2025 | PDF

TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...

NAND Flash Industry’s Revenue Fell by 6.2% QoQ for 4Q24 Due to Inventory Reduction Efforts Dragging Down Demand for Consumer Products

Feb 26, 2025 | PDF

TrendForce reports that the NAND Flash industry's revenue fell by 6.2% QoQ in 4Q24 due to continued inventory reductions by consumer electronics OEMs. Despite relatively stable demand for enterpr...

Server DRAM and HBM Contributed to 9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly

Feb 25, 2025 | PDF

TrendForce reports that the DRAM industry's revenue grew by 9.9% QoQ in 4Q24, driven by server DRAM and HBM sales. However, weak demand for PCs, smartphones, and consumer applications led to a de...

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

Feb 24, 2025 | PDF

TrendForce reports that despite enterprise SSD order growth driven by NVIDIA's H-series in 4Q24, weak demand for consumer products dampened price increases for enterprise storage, resulting in a...