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2025-08-04
Semiconductor Market News (JUL. 28 to AUG. 03)|Samsung Lands $16.5B Tesla AI6 Foundry Deal; Industrial & Auto Chips See Broad Price Hikes…
AI Chip and Automotive Semiconductor Demand Surges, Supply Chains Rapidly Realign; Foundry Revenues Hit Record Highs as Giants Double Down on Investment, Clear Industry Recovery Signals
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2025-07-28
Semiconductor Market News (JUL. 21 to JUL. 27)|Automotive Power Components Inventory Near Depletion; OpenAI Deploys 2M AI Chips…
The industry is showing clear signs of recovery with inventory adjustments nearing completion, a rebound in automotive electronics demand, and a surge in investment in AI chips and servers.
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2025-07-21
Semiconductor Market News (JUL. 14 to JUL. 20)|HBM Prices Face Double-Digit Decline; Kioxia’s 10x Speed SSDs to Replace DRAM…
Accelerated Iteration of Storage Technologies (LPDDR5X Replacement/HBM Price Decline Risks), AI-Driven Optical Module and SSD Innovations, and Frequent Strategic Adjustments by Semiconductor Giants.
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2025-07-14
Semiconductor Market News (JUL. 07 to JUL. 13)|AI Memory Prices Keep Rising; Copper Supply at Risk; New Foldable iPhone Leaks…
Semiconductor Rebound Clear: Memory/NAND Prices Bottom Out, AI & Auto Demand Surge—Yet Copper Crunch and Geopolitical Risks Reshape the Sector.
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2025-07-07
Semiconductor Market News (JUN. 30 to JUL. 06)|TI Structural Price Hikes Affect 3,300 Products; Foldable Screens Ignite Demand for Driver ICs…
DDR4 Prices Peak and Decline, Foldable Screens Drive Demand for Driver ICs; TI Leads the Increase in Analog Chips, China's Foundry Capacity Expands at an Accelerated Pace, AI Server Growth Rate Undergoes Fine-Tuning.
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2025-06-23
Semiconductor Market News (JUN. 16 to JUN. 22)|Enterprise-level SSD demand is on the rise; AMD challenges Nvidia with low prices…
The surge in storage chip prices, the capacity alert for SiC, and the fierce competition in AI chips have become the focus of attention. The industry is experiencing accelerated technological iteration, and industry giants are making strategic adjustments to cope with the dramatic market changes.
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