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The Latest Breaking News from Trendforce

The world is overly reliant on one US-located mine for critical chipmaking material, but China is working to break the stranglehold — China investing over $14 million in synthetic quartz manufacturing to diversify away from US dependency

High-purity quartz is crucial for semiconductor manufacturing, and you can only get it naturally from the mine in North Carolina.

Tom’s Hardware

Explainer: The RAMpocalypse is making memory, SSDs, and even GPUs much more expensive, and it's all down to AI

Here's all we know about skyrocketing memory prices and what's causing it.

PC Gamer

Nvidia wants 10Gbps HBM4 to blunt AMD’s MI450, report claims — company said to be pushing suppliers for more bandwidth

Nvidia is reportedly pressing its memory vendors to push beyond JEDEC’s official HBM4 baseline, reportedly requesting 10Gb/s-per-pin stacks for its 2026 Vera Rubin platform.

Tom’s Hardware

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Surging AI demand for HDDs means that you may have to wait up to a year for 32+ TB hard disk drives, warns research - and yes, prices are also going up

AI growth pressures storage markets as 32TB and larger HDDs face year-long waits, shipping delays, and rising prices.

TechRadar

NAND and DRAM prices surge by up to 20% — contract price increases driven by AI demands and tight supply

Contract prices for both NAND and DRAM have jumped by an estimated 15-20% in the fourth quarter of 2025, according to numbers published by DigiTimes on September 17.

Tom’s Hardware

AI cloud companies have guzzled up so much HDD storage that they might be coming for our SSDs next

*Smiles nervously*.

PC Gamer

Expect HDD, SSD shortages as AI rewrites the rules of storage hierarchy — multiple companies announce price hikes, too

The computing market is absolutely ablaze with growth, and what's driving it is AI, of course. The most common headlines on this topic tend to revolve around GPUs, but the storage market is under heavy pressure as well — especially hard drive vendors who purportedly haven't done much to increase…

Tom’s Hardware

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Another iPhone 17 price leak has appeared – and it's not good news ahead of Tuesday's Apple event

Most iPhone 17 models are likely to cost more, but RAM and storage options are getting boosts too.

TechRadar

iPhone 17 price rumors — here's what you could pay for all four models

There could be a serious price hike

Tom’s Guide

TSMC hits record 70% foundry market share, making a synapse singeing $30.24 billion in revenue last quarter alone

AI GPUs and data centre servers continue to be massive business.

PC Gamer

Rising prices of DDR4, DDR5, GDDR6 RAM set to cause havoc on PC, smartphone and GPU prices - and no, AI is not the one to be blamed

RAM prices rising massively across DDR4, DDR5, GDDR6 and LPDDR5X segments.

TechRadar

DRAM prices are about to skyrocket — DDR4 and GDDR6 among formats that could increase in price by up to 45%

DRAM prices are set to rise sharply in Q3 2025, with legacy memory types like DDR4, LPDDR4X, and GDDR6 seeing the steepest increases of up to 45% due to supply cuts and phase-outs. The effect of U.S. tariffs on memory imports from Japan and South Korea is still to be…

Tom’s Hardware

Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'

Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.

Tom’s Hardware

Nvidia will sell a special version of its most powerful GPU to China to skirt around US export restrictions, but that won't be enough

Nvidia’s RTX Pro 6000 China edition sidesteps US restrictions with GDDR7, offering lower performance, but enough power for AI at scale and rising demand.

TechRadar

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Tom’s Hardware

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.

PC Gamer

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.

Tom’s Hardware

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.

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International Business Times

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.

Tom’s Hardware

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.

Benzinga

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.

TechRadar

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.

Tom’s Hardware

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.

TechRadar

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.

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