During the two-year period of 2024 and 2025, the semiconductor market will be mainly influenced by four factors F
vilsion, Nov, 25, 2024
— During the two-year period of 2024 and 2025, the semiconductor market will be mainly influenced by four factors.
Firstly, inflation. After Trump returns to the White House, inflation may reappear. He said during his campaign for the US presidency that he would impose a 60% tariff on imported goods from China. Once this idea becomes a reality, it may affect Asian and even European countries.
The semiconductor market in 2025 will be more optimistic than in 2024. As of now, the global semiconductor inventory is quite healthy. After the market downturn in 2023, everyone's inventory level has dropped to a relatively low level. Therefore, it is now necessary to raise the inventor...
The global semiconductor market continued to grow significantly in November, reaching the highest monthly sales tot
vilsion, Jan, 14, 2025
— The global semiconductor market continued to grow significantly in November, reaching the highest monthly sales total in history, marking the eighth consecutive month of monthly sales growth. Compared to the same period last year, sales have increased by over 20%, marking the fourth consecutive month of such growth. This growth is mainly driven by the annual sales growth of 54.9% in the Americas region.
Despite the overall growth trend of the global semiconductor market, there are significant differences in market performance across different regions. The strong growth in the Americas is closely related to the rapid development of data centers and AI technology, while the slight de...
In the first half of 2024, prices continued to rise amid reports of supply chain disruptions and imbalances In
vilsion, Dec, 09, 2024
— In the first half of 2024, prices continued to rise amid reports of supply chain disruptions and imbalances. In January, with the increasing demand for NAND, DRAM, and CXL technologies, SSD prices rose by 15% to 35%, while the supply of high-capacity SSDs was limited.
Manufacturers say that the memory market is at a turning point. After cutting production of certain products by up to 50% in the previous year, Samsung announced a renewed focus on high-value products and plans to increase production of 32 Gigabit DDR5 and HBM3E to meet the growing demand for high-density memory products, particularly for AI applications.
In the second quarter, Samsung, Western Digital, and Micro...
