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3Q25 NAND Flash Contract Prices Projected to Rise 5–10%; Weak Smartphone Demand Limits eMMC and UFS Growth, Says TrendForce

2025/07/09

Semiconductors

TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025. As suppliers shift production capacity toward higher-margin products, the overall supply in circulation has tightened.

Press Releases
Tesla Reportedly Halts Optimus Production; Technical Bottlenecks Signal a Turning Point for the Humanoid Robot Industry, Says TrendForce

2025/07/08

Emerging Technologies

Recent reports from China’s supply chain indicate that Tesla may be halting production of its humanoid robot, Optimus. TrendForce reports that Tesla currently faces two major challenges: limited battery life and difficulties with hardware-software integration. While improvements in motion planning and energy optimization through AI could help address battery performance, fundamental bottlenecks remain—particularly in the efficiency of core hardware components such as joint motors and transmission systems.

Press Releases
Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%, Says TrendForce

2025/07/07

Semiconductors

TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X. This has triggered aggressive restocking of legacy-generation products, further fueled by traditional peak-season demand. Consequently, average contact prices for conventional DRAM are projected to rise by 10% to 15% in 3Q25. Including HBM, overall DRAM prices are expected to increase by 15% to 20%.

Press Releases
Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025, Says TrendForce

2025/07/02

Semiconductors

TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth. Steady demand is also being bolstered by tier-2 data centers and sovereign cloud projects in the Middle East and Europe. With sustained demand from North American CSPs and OEM customers, global AI server shipments are projected to maintain double-digit growth in 2025.

Press Releases
Market Anticipates Strong Shipments for NVIDIA’s Custom RTX PRO 6000, but Cost-Performance, Domestic Competition, and Memory Supply Pose Uncertainties, Says TrendForce

2025/06/24

Semiconductors

The NVIDIA RTX PRO 6000 has recently generated significant buzz in the market, with expectations running high for strong shipment performance driven by solid demand. However, Avril Wu, Senior Vice President of Research at TrendForce, points out that uncertainties remain. Specifically, the custom low-power variant designed for the Chinese market faces challenges related to cost-performance disadvantages and increasing competition from other players. In addition, memory supply constraints could further impact overall shipments.

Press Releases
Inventory Headwinds Weigh on Top 5 Enterprise SSD Vendors in 1Q25; Recovery Expected as AI Demand Grows, Says TrendForce

2025/06/19

Semiconductors

TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.

Press Releases
Robust Gaming Demand Drives OLED Monitor Panel Shipments to Rise 69% YoY in 2025, Says TrendForce

2025/06/16

Display

TrendForce’s latest research reveals that despite ongoing macroeconomic challenges, both buyers and sellers remain bullish on the OLED monitor panel market. Following a remarkable 132% YoY growth in 2024, this strong momentum is expected to carry over into 2025. As a result, TrendForce has revised its 2025 OLED monitor panel shipment forecast upward from 2.8 million to 3.4 million units—raising the annual growth rate from 40% to 69%.

Press Releases
Robust AI Demand Drives 6% QoQ Growth in Revenue for Top 10 Global IC Design Companies in 1Q25, Says TrendForce

2025/06/12

Semiconductors

TrendForce’s latest investigations reveal that 1Q25 revenue for the global IC design industry reached US$77.4 billion, marking a 6% QoQ increase and setting a new record high. This growth was fueled by early stocking ahead of new U.S. tariffs on electronics and the ongoing construction of AI data centers around the world, which sustained strong chip demand despite the traditional off-season.

Press Releases
China Subsidy Program Drives 1Q25 Smartphone Production to 289 Million Units, Says TrendForce

2025/06/12

Consumer Electronics

TrendForce’s latest research reveals that global smartphone production reached 289 million units in 1Q25. Although this represents a 3% decline compared to the same period in 2024, production remained relatively stable across major brands. In China, sales in the first quarter were buoyed by the ongoing consumer subsidy program, resulting in a modest uptick in shipments.

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