MarketMatters

Memory Chip Prices Surge 30% as Auto Supply Chain Faces New Challenges

2025-10-27
Samsung Electronics and SK Hynix will increase DRAM and NAND flash memory prices by up to 30% in the fourth quarter, responding to AI-driven demand growth and aiming to improve profitability of six...

German Companies Lose Trust in US Chip Supply, Bitkom Survey Reveals

2025-10-20
A recent Bitkom survey shows 62% of German companies have "little" to "no" confidence in the United States as a reliable chip supplier. This crisis of trust stems mainly from the Trump administrati...

Dutch Government Intervenes in Nexperia Operations Over Technology Transfer Concerns

2025-10-13
The Dutch government has intervened in semiconductor manufacturer Nexperia, citing concerns about potential technology transfer to its Chinese parent company Wingtech. The Ministry of Economic Affa...

IFR Report: Global Industrial Robot Installations Hit 542,000 Units in 2024, Second Highest in History

2025-10-06
The International Federation of Robotics (IFR) "World Robotics 2025" report reveals that global industrial robot installations reached 542,000 units in 2024, marking the fourth consecutive year exc...

ECIA Survey: Electronics Component Sales Sentiment Remains Optimistic Through Q4 2025

2025-09-29
ECIA's industry survey indicates sustained optimism in electronic component sales sentiment for Q3 2025, extending into Q4. Although the overall index dropped from 121.6 in July to 113.2 in August,...

Nvidia and OpenAI Announce Landmark Partnership with Up to $100 Billion Investment in AI Infrastructure

2025-09-22
Nvidia and OpenAI have unveiled a historic partnership on September 22, with Nvidia committing up to $100 billion to support OpenAI's development of 10-gigawatt AI data centers. These facilities wi...

Trump Hosts Tech CEOs, Issues Ultimatum on Chip Tariffs

2025-09-15
President Trump hosted over twenty tech leaders, including CEOs from Microsoft, Google, Apple, and Meta, at the White House on September 4. During the event, Trump announced plans to impose tariffs...

TSMC Implements Second Price Hike This Year, Raising Premium Chip Costs by 10%

2025-09-08
TSMC has announced a new round of price increases for its advanced process technologies, marking the company's second adjustment this year. The move will see premium chip manufacturing costs rise b...

US Removes Intel, Samsung, SK Hynix China Units from Verified End-User List, Tightening Export Controls

2025-09-01
The U.S. Bureau of Industry and Security (BIS) has revised the Export Administration Regulations (EAR), removing Intel Semiconductor (Dalian), Samsung (China) Semiconductor, and SK Hynix Semiconduc...

Intel Grants US Government 10% Equity Stake in CHIPS Act Funding Deal

2025-08-25
Intel announced on Wednesday an agreement with the U.S. government, under which the government will invest $8.9 billion to acquire a 9.9% stake in the company. This will make the U.S. government a ...

Tencent States Sufficient AI GPU Inventory, No Immediate Plans for Nvidia H20 Purchases

2025-08-18
During Tencent's Q2 earnings call, President Martin Lau stated that the company currently maintains ample AI GPU inventory, fully sufficient to support future model training needs. As a result, the...

Texas Instruments (TI) Expands Price Hike to Industrial and Automotive Chips, Signaling Shift from "Price War" to Profit Focus

2025-08-11
TI has announced a new round of price increases effective August, following an initial adjustment in June. This broader and steeper hike targets industrial control, automotive, and computing-relate...

HBM Power Shift: SK Hynix Overtakes Samsung in AI Memory Race

2025-08-04
SK Hynix achieved historic highs in both sales and operating profit in Q2, driven by its leadership in High Bandwidth Memory (HBM) technology. As a key supplier to AI chip giants like NVIDIA, its H...

STMicroelectronics Announces Agreement to Acquire NXP’s MEMS Sensor Business for Up to $950 Million in Cash

2025-07-28
On July 24, STMicroelectronics (ST) announced an agreement to acquire NXP Semiconductors' MEMS sensor business for up to $950 million in cash. The deal includes a $900 million upfront payment, with...

Supply Chain Headwinds Temper TI’s Q3 View After Strong Q2; $20B Revenue Peak in Sight

2025-07-21
The automotive chip market faces turbulent challenges as evolving international conditions continue to impact global supply chains. In response, Texas Instruments (TI) has provided a relatively con...

Broadcom Scraps $1B Spain Semiconductor Investment After Failed Government Talks

2025-07-14
Broadcom has terminated its plan to invest $1 billion in Spain following failed negotiations with the government, as reported on July 14. The investment, originally set to be announced in July 2023...

Samsung's U.S. Chip Plant Delayed Due to Lack of Customers, Faces Cost and Technical Challenges

2025-07-07
On July 4, sources revealed that Samsung Electronics has delayed the completion of its semiconductor plant in Taylor, Texas, and postponed equipment procurement due to difficulties finding customer...

SML and Zeiss Collaborate on Next-Generation Hyper NA EUV for 5nm Single-Exposure Patterning

2025-06-30
ASML has begun developing next-generation advanced lithography equipment to prepare for the semiconductor industry's needs over the next decade. Jos Benschop, the company's Executive Vice President...

Wolfspeed Files for Bankruptcy Restructuring, Slashes $6.5B Debt by 70%

2025-06-23
The U.S. semiconductor manufacturer Wolfspeed, based in North Carolina, recently announced that it will file for bankruptcy restructuring and has reached an agreement with creditors to reduce its n...

U.S. Chip Plant Delays: Micron, Amkor, SK Hynix Face $5M Daily Losse

2025-06-16
The CHIPS and Science Act provides $52 billion in funding for domestic semiconductor manufacturing in the U.S., but multiple projects face delays due to environmental reviews and local opposition. ...

DDR4 Memory Faces Shortages and Soaring Prices, DDR5 Adoption Accelerates Benefiting Domestic Manufacturers

2025-06-09
Market Conditions & Causes:Shenzhen's Huaqiangbei market reports widespread "out-of-stock" situations for various DDR4 memory modules, accompanied by significant recent price surges (e.g., over 20%...

Samsung Actively Expands Automotive Chip Strategy with Key Partnerships

2025-06-02
Samsung Electronics is increasingly expanding its presence in the automotive chip market through active collaborations with multiple automotive semiconductor manufacturers. The company has partnere...

TSMC Accelerates Third U.S. Fab Construction Despite $3.2B Loss at Arizona Plant, Advances Cutting-Edge Process Technology

2025-05-26
TSMC's investment pace in the United States has not slowed down due to short-term financial losses. According to the latest information, despite its Arizona factory incurring over 3.2 billion yuan ...

2024 Global Semiconductor Rankings: NVIDIA Claims Crown in Historic Shakeup as Power Semiconductor Giants Fall Out of Top 10

2025-05-12
According to the latest 2024 global semiconductor revenue rankings released by market research firm Omdia,the semiconductor industry is undergoing a major transformation unseen in a decade. Nvidia ...

Taiwan's ASE, AUO Eye U.S. Factories to Offset Tariffs; TSMC Synergy Eyed

2025-05-05
May 1, 2025 — Taiwan’s ASE Technology Holding Co. (ASE), the global leader in semiconductor packaging and testing, and AU Optronics Corp. (AUO), a top-tier display panel manufacturer, are exploring...

TSMC Unveils A14 1.4nm Process: 15% Performance Gain, 30% Power Cut, 2028 Mass Production to Rival Intel’s 14A

2025-04-27
At the North American Technology Forum on April 23, 2025, TSMC officially unveiled its revolutionary A14 (1.4nm-class) process technology, leveraging second-generation GAAFET transistors and the Na...

Tesla Reports Worst Quarter in Two Years: Profits Down 71%, Sales Plunge 45% in Europe Amid Strategic Shift to Robotaxi

2025-04-21
On April 22 Eastern Time, a report released by US electric vehicle manufacturer Tesla showed that the company's net profit in the first quarter of 2025 plummeted by 71% to 409 million US dollars, a...

Micron Chips Rumored for Another Price Hike! Partial Products to Face "Surcharge" from April 9th

2025-04-14
According to Reuters, sources familiar with the matter revealed that U.S. memory chipmaker Micron Technology has informed its American customers of plans to impose a "surcharge" on certain products...

SK Keyfoundry acquires SK Powertech to expand SiC power semiconductor production capacity

2025-04-07
CINNO Research Industry News – SK Keyfoundry announced at its March 7 board meeting that it has successfully reached an agreement to acquire a 98.59% stake in SK Powertech, a subsidiary of SK Group...

ING forecasts a 9.5% growth in the global semiconductor market in 2025, driven by AI and data centers

2025-03-31
A March 12 research report from ING Group struck the global semiconductor industry like a stone cast into calm waters. Its core conclusion pierced the sector's pain points: While the global...

TSMC Boosts U.S. Investment to $165 Billion: Plans Three New Fabs and Two Advanced Packaging Facilities!

2025-03-24
On March 3, local time in the United States, Wei Zhejia, chairman of TSMC, a leading wafer foundry, and US President Trump jointly announced that TSMC will intend to increase its investment of $100...

NAND Flash prices are poised to rebound

2025-03-17
On March 4, SemiMedia reported that the NAND flash market is seeing a price rebound after a prolonged downturn, driven by production cuts from major suppliers and rising AI-related demand. While...

ON Semiconductor lays off 2,400 employees globally! The company goes all-in on AI and silicon carbide (SiC) sectors

2025-03-03
On February 26, Onsemi announced a restructuring plan to cut 9% of its global workforce (approximately 2,400 employees) by 2025, citing declining demand and revenue pressures. CEO Hassane El-Khoury...

Reports indicate that the U.S. is pushing Intel and TSMC to form a joint chip foundry

2025-02-17
On February 13, reports revealed that Tristan Gerra, an analyst at U.S. brokerage firm Baird, disclosed that Intel is exploring plans to split off its semiconductor manufacturing division and form a..

Production Halted! Samsung's India Plant Shut Down Amid 500 Workers' Sit-in Protest Over Labor Conditions

2025-02-10

Breaking Ground: Infineon Technologies Launches New Power Module Manufacturing Facility in Thailand!

2025-01-20

TSMC's Arizona Facility Sparks Labor Tensions as Taiwanese Engineers Constitute 55% of Workforce

2025-01-06