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Inventory Headwinds Weigh on Top 5 Enterprise SSD Vendors in 1Q25; Recovery Expected as AI Demand Grows

06/19/2025 | TrendForce
TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.

Robust AI Demand Drives 6% QoQ Growth in Revenue for Top 10 Global IC Design Companies in 1Q25

06/15/2025 | TrendForce
TrendForce’s latest investigations reveal that 1Q25 revenue for the global IC design industry reached US$77.4 billion, marking a 6% QoQ increase and setting a new record high. This growth was fueled by early stocking ahead of new U.S. tariffs on electronics and the ongoing construction of AI data centers around the world, which sustained strong chip demand despite the traditional off-season.

China Subsidy Program Drives 1Q25 Smartphone Production to 289 Million Units

06/12/2025 | TrendForce
TrendForce’s latest research reveals that global smartphone production reached 289 million units in 1Q25. Although this represents a 3% decline compared to the same period in 2024, production remained relatively stable across major brands. In China, sales in the first quarter were buoyed by the ongoing consumer subsidy program, resulting in a modest uptick in shipments. 

Airbus Signs Contract to Equip German Air Force A400Ms with Infrared Protection Systems

06/09/2025 | Airbus
Airbus has been awarded a contract from the German procurement agency Bundesamt für Ausrüstung, Informationstechnik und Nutzung der Bundeswehr (BAAINBw) to equip 23 Luftwaffe A400Ms with DIRCM protection systems.

DRAM Revenue Drops 5.5% in the First Quarter of 2025; SK hynix Overtakes Samsung for Top Spot

06/03/2025 | TrendForce
TrendForce’s latest findings reveal that global revenue for the DRAM industry reached US$27.01 billion in 1Q25, marking a 5.5% QoQ decline. This downturn was driven by falling contract prices for conventional DRAM and a contraction in HBM shipment volumes.
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