TrendForce: In 2025, AI server shipments will account for 15%, but sales will account for more than 70%.
The US Department of Defense has blacklisted 134 Chinese companies including Changxin Memory Technologies, Yangtze Memory Technologies, SMIC, Quectel Communications, Tencent, and CATL.
TSMC’s 2nm customers will not transfer orders. SemiAnalysis chief analyst Dylan Patel: Samsung advanced process is even behind Intel.
Intel has made it clear that it will not shut down its discrete graphics card business and will continue to make strategic investments in this direction.
Data released by South Korea’s Ministry of Trade, Industry and Energy showed that the proportion of semiconductors sold by South Korea to mainland China fell from 40.2% to 33.3%, while the proportion of semiconductors sold to Taiwan increased to 14.5%, and to Vietnam increased to 12.9%.
ABI Research: Arm PC market share will still be only 12% in 2025.
NXP: Revenue from India will account for 8% to 10% in 2030.
Pegatron: Will not withdraw from China’s manufacturing, but will not actively expand either.
Intel announced at CES 2025 that its first chip based on the Intel 18A process, the Intel Panther Lake processor, will be released in the second half of 2025.
