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The Latest Breaking News from Trendforce

Nvidia earned nearly as much as its next 9 fabless rivals combined last year

Nvidia led the semiconductor industry in 2024 with $124.3 billion in revenue, driving AI-fueled growth that pushed the top 10 fabless chipmakers’ earnings to $249.8 billion, up 49% year-over-year.

Tom’s Hardware

The NAND market faced a 6.2% revenue loss in Q4 24 — forecast projects a further 20% hit in Q1 25

TrendForce reports that the NAND flash industry suffered a 6% revenue drop in Q4 24 and is expected to plummet by 20% further in Q1 25.

Tom’s Hardware

Black Myth: Wukong said to single-handedly boost monitor sales in 2024 as gamers predicted to buy 2.8 million OLED monitors in 2025

2025 expected to be another big year for OLED gaming.

PC Gamer

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Samsung to cut foundry investment in half, to $3.5B, says report — Rivals expected to invest more

Unlike industry peers, Samsung Foundry reportedly intends to cut down spending on contract chipmaking unit.

Tom’s Hardware

Samsung Warns Fourth-quarter Profit To Miss Forecasts

South Korea's Samsung Electronics said Wednesday it expected fourth-quarter profits to fall sharply from the previous quarter and miss forecasts as it struggled to meet robust demand for chips used in artificial intelligence servers.

International Business Times

DRAM prices expected to decline in early 2025 impacting PC, server, and GPU VRAM markets

PC RAM prices are expected to go down by 8-10% while memory used for GPUs will also see a price cut of about 5-10%

Tom’s Hardware

Nvidia may postpone volume ramp-up of Blackwell machines: TrendForce

Nvidia may have to delay the volume ramp of Blackwell machines due to overheating and interconnect issues.

Tom’s Hardware

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Taiwan Semiconductor Extends Lead As Top Chipmaker

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) maintained its global wafer foundry business turf in the third quarter of 2024.

Benzinga

Coming to a theater near you: How cinema screens may soon become gigantic LED displays thanks to a plethora of Chinese companies looking for new markets

Cinema screens may soon become gigantic LED displays thanks to a plethora of Chinese companies.

TechRadar

AI PCs aren't driving sales — The need to upgrade from Windows 10 will drive 2025 laptop sales

Laptop sales seen to grow by 4.9% next year, largely driven by need to upgrade from Windows 10 as OS hits end of life.

Tom’s Hardware

Nvidia has renamed its Blackwell Ultra product series — here’s why

Nvidia has rebranded its Blackwell Ultra series, with the B200 Ultra series now known as the B300.

TechRadar

Nvidia's future Blackwell Ultra GPUs reportedly renamed to the B300 series

Nvidia will reportedly rename its Blackwell Ultra GPUs for AI and HPC to the B300 series to better differentiate them from existing offerings.

Tom’s Hardware

Chinese SSD brands are in the top five in terms of market share — Kingston retains its spot as the largest SSD manufacturer in the market

Kingston continues its streak as the leading SSD manufacturer, holding almost 34% of the market share.

Tom’s Hardware

Intel and Samsung plan to join foundry forces to combat TSMC says a major Korean newspaper

It's unlikely that we'll see an Intel-designed, Samsung-made CPU in a gaming PC any time soon, though.

PC Gamer

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TechRadar

Looking at buying an SSD? Hold fire for now – prices are predicted to drop (and on top of that, Black Friday is on the horizon)

Want a new SSD for your next PC upgrade? Don’t buy a drive yet, there are good reasons to bide your time.

Tom’s Hardware

SSD prices could drop up to 10% ahead of the New Year – TrendForce predicts an increase in production and weaker demand

According to a new report by TrendForce analysts, client SSD prices are predicted to fall between 5 and 10% in Q4 2024.

PC Gamer

Excess stock and poor SSD sales look set to pull flash memory prices down by up to 10%

It's the same old story, folks.

PC Gamer

Nvidia might be considering using sockets for its next AI mega GPUs but that's not going to happen with its GeForce graphics cards

For once, it looks like Nvidia is taking a leaf from AMD's book on how to do chips.

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Tom’s Hardware

Nvidia reportedly mulls socketed design for Blackwell B300 AI GPUs — next-gen Blackwell GPUs may be removable by the user

Nvidia is allegedly mulling sockets instead of modules for upcoming Blackwell B300 AI GPUs.

Tom’s Guide

Apple Watch Ultra 3 vs Ultra 2: Biggest upgrades to expect

Here's how the Apple Watch Ultra 3 is shaping up to its predecessor based on what we know

Tom’s Guide

The iPhone 18 may be the first to have 2TB of storage — thanks to this breakthrough

New technology is supposedly paving the way for Apple to introduce 2TB iPhones

TechRadar

Sorry, gamers: memory prices could be on the way up, which means you'll pay more for that Nvidia RTX 5090

Memory prices could rise soon, which means you'll be paying more for that Nvidia RTX 5090 GPU.

TechRadar

The foldable phone market is still tiny – Galaxy Unpacked is Samsung's big opportunity to expand it by doing these three things

Foldable phones still only account for a tiny piece of the global smartphone market. Why is that? And how can Samsung move the dial?

Tom’s Hardware

Consumer DRAM, VRAM pricing to rise as much as 8% in the coming quarter, TrendForce predicts

PC DRAM and VRAM will grow between 3% to 8% due to increased production pressure on HBM and data server memory.

Tom’s Hardware

TSMC N3 production and packaging prices to increase by up to 20%, say reports

In time for ramp of Nvidia's and Intel's next-gen products, TSMC is set to increase quotes, according to analysts and media.

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