01. The aerospace and defense semiconductor market is projected to reach $15 billion by 2034
According to a report released by Market.US on February 24, the global aerospace and defense semiconductor market is expected to reach $15 billion by 2034. The market size was $7.1 billion in 2024, with a compound annual growth rate (CAGR) of 8% from 2025 to 2034. In 2024, North America accounted for 38% of the market, generating approximately $2.6 billion in revenue, with the U.S. projected to have a CAGR of 6.2%.
The market growth is primarily driven by the demand for advanced aerospace technologies such as satellite systems, autonomous aircraft, and high-performance communication networks, as well as the need for lightweight and energy-efficient components. Additionally, the increasing complexity of modern aircraft and spacecraft is pushing semiconductor technology towards miniaturization and high performance. The rise of the aerospace industry in the Asia-Pacific region also presents new opportunities for the market.
02.Server DRAM and HBM continue to support growth; DRAM industry revenue increased by 9.9% quarter-over-quarter in 4Q24
In the fourth quarter of 2024, the global DRAM industry revenue reached $28 billion, up 9.9% quarter-over-quarter. The growth was mainly driven by the price increase of Server DDR5 and the concentrated shipments of High Bandwidth Memory (HBM). U.S.-based CSPs increased their purchases of high-capacity Server DDR5, which supported server memory prices.
Looking ahead to the first quarter of 2025, the production off-season is expected to lead to reduced shipments, while PC OEMs and mobile phone manufacturers will continue to destock. As a result, DRAM contract prices are projected to decline.
Samsung: Revenue increased by 5.1% quarter-over-quarter to $11.25 billion. Its market share declined slightly but remained in the leading position.
SK Hynix: Revenue increased by 16.9% quarter-over-quarter to $10.46 billion, with its market share rising to 36.6%, driven by HBM3e shipments.
Micron: Revenue increased by 10.8% quarter-over-quarter to $6.4 billion, with its market share remaining stable.
Other manufacturers: Nanya, Winbond, and PSMC saw a general decline in revenue due to weakened demand for consumer-grade DRAM.
03. ADI projects strong growth in industrial, automotive, and communications sectors for Q1 FY2025
On February 24, SemiMedia reported that ADI's financial performance for the first quarter of the 2025 fiscal year, ending on February 1, showed standout performance in the industrial, automotive, and communications segments. The company's revenue reached $2.423 billion, with significant sequential growth in industrial, automotive, and communications businesses, and double-digit year-over-year growth in consumer business. The gross margin was 59.0%, and the operating profit margin was 20.3%.
Chief Financial Officer Richard Puccio said, "Order intake continues to improve, with strong performance in the industrial and automotive sectors. We expect ADI to maintain this growth momentum into the second quarter of the 2025 fiscal year."
04. Micron begins shipping DDR5 DRAM samples using 1γ nm process
On February 25, Micron Technology announced that it has started shipping DDR5 DRAM samples using the 1γ nm process to select customers. The 16Gb DDR5 memory, introduced this time, can achieve speeds of up to 9200MT/s. Compared to the previous generation, it offers a 15% increase in performance, a 20% reduction in power consumption, and a 30% increase in capacity density. Micron has applied EUV technology at its Hiroshima plant and received subsidies from Japan's Ministry of Economy, Trade, and Industry in 2023. The technology is designed to meet the demand for high-performance, low-power memory from AI and data centers.
05. International Focus on Humanoid Robots Continues to Heat Up
According to research by TrendForce, the United States, China, Japan, South Korea, and Germany have long been at the forefront of industrial robot installations and are expected to execute related programs totaling over $13 billion by 2025. In the field of humanoid robots, the United States is represented by Tesla and Boston Dynamics, which dominate applications in manufacturing, warehousing, and logistics, with a focus on AI training and the development of high-performance chips. China, on the other hand, is concentrating on building its supply chain and developing key components independently. Several manufacturers have made progress in both integrated systems and key components and are gradually penetrating overseas supply chains.
Over the next five years, commercial humanoid robot products are expected to show significant price differences and application stratification. The formation of regional ecosystems will drive local production and industrial development.
06. Trump Team Plans to Strengthen Chip Controls on China
According to a Bloomberg report on February 24, the Trump administration is planning stricter semiconductor restrictions to continue and expand the Biden administration's chip controls on China. Specific measures include: holding talks with Japanese and Dutch officials to restrict Tokyo Electron and ASML engineers from maintaining semiconductor equipment in China; further limiting the quantity and types of chips that Nvidia can export to China, especially AI chips; and considering extending export controls to Nvidia's "special supply" AI chips, such as the H20.