2025-07-03
Electronics Supply Chain Insights | July 2025
Global semiconductor market to hit $700B in 2025, fueled by AI/cloud demand. Memory chips see major shifts: DDR4 prices double DDR5 after production cuts. Samsung's MLC NAND exit spurs 14% EMMC price jump. Key moves: TI adjusts prices, plans $60B fabs; Broadcom's AI chips to top $5.1B sales. HBM3e becomes new standard as Micron's HBM revenue jumps 50%, reflecting strong AI demand. Stay ahead with our latest industry news, pricing trends and shortage alerts.
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