The global electronic components supply chain is undergoing unprecedented change, bringing both challenges and opportunities. Electronics Supply Chain Insights offers market analysis, trend forecasts, and key product highlights to help you navigate the shifts with confidence.

 

Gartner Final Results: Global Semiconductor Revenue Grew 21% in 2024

According to Gartner's final results, global semiconductor revenue reached $655.9 billion in 2024, up 21% from $542.1 billion in 2023. NVIDIA climbed to the top spot with a market share of 11.7%, surpassing Samsung Electronics and Intel for the first time. As a result of Infineon's downward revision of its 2024 sales expectations, the company has fallen out of the global top ten, with MediaTek now occupying the tenth position. Currently, there are no European chip suppliers in the global top ten.

 

Gartner 2023-2024 Global Top 10 Semiconductor Suppliers by Revenue  (in millions of dollars)
2024	2023	Company	Revenue (2024)	Market Share in 2024（%）	Revenue (2023)	2024-2023 Growth Rate （%）
1	3	NVIDIA	76,692	11.7	34,846	120.1
2	2	Samsung Electronics	65,697	10.0	40,868	60.8
3	1	Intel	49,804	7.6	49,427	0.8
4	6	SK hynix	44,186	6.7	23,077	91.5
5	4	Qualcomm	32,976	5.0	29,229	12.8
6	5	Broadcom	27,801	4.2	25,613	8.5
7	12	Micron Technology	27,619	4.2	16,153	71
8	7	AMD	24,127	3.7	22,307	8.2
9	8	Apple	20,510	3.1	18,052	13.6
10	13	MediaTek	15,934	2.4	13,451	18.5
		Others (Outside the Top 10)	270,536	41.2	269,031	0.6
		Total Market	655,882	100.0	542,054	21.0

 

 

Micron Announces 10%-15% Memory Price Increase

 

Micron has confirmed a 10%-15% price increase for its DRAM and NAND flash products, with this trend expected to continue through 2026. The price hike is driven by a combination of factors: On one hand, after two years of oversupply in the storage industry, which led to price declines, major manufacturers began proactively reducing production capacity at the end of 2024. Samsung and SK Hynix cut NAND Flash output by over 10% in the first quarter of 2025, tightening market supply. On the other hand, the surge in demand due to the explosion of AI technology has been significant; training a large model at the level of GPT-4 requires tens of thousands of high-end memory modules, and AI server demand for memory chips has increased by 70% year-over-year. Geopolitical factors have also prompted major players to stockpile related chips. High-bandwidth memory (HBM) has become a focal point for price increases, with chip manufacturers like NVIDIA and AMD scrambling to purchase the latest HBM3E products, driving prices up by 3%-8% quarter-over-quarter. Micron is also investing $7 billion to build an advanced packaging plant in Singapore, planning to start mass production of HBM3E and the more advanced HBM4 chips in 2026.

 

 

Passive Component Giant: KEMET Tantalum Capacitors Announce Price Increase

KEMET, a subsidiary of Yageo, has reportedly notified customers of a price increase for its polymer tantalum capacitor product line (KOCAP) due to strong demand and rising costs. The price adjustment will affect specific models ranging from 2.5V to 10V with capacitance values between 47uF and 330uF. The new prices will take effect from June 1st. Although the exact percentage increase was not mentioned in the notification, industry insiders estimate that the price hike will likely exceed a double-digit percentage.In this context, the industry is closely monitoring whether other major capacitor manufacturers, such as Panasonic and AVX, will follow suit with price increases, potentially triggering a new wave of price hikes.

 

 

 

2025 US-China Tariff War Escalates: Tariff Tussle and Global Supply Chain Disruptions

Since April 2nd, the Trump administration in the US has escalated the global tariff war, creating a triple-layer effect of "baseline tariffs + retaliatory tariffs + additional surcharges." The comprehensive tariff rate for Chinese goods exported to the US has been successively increased from 10% to 20%, then to 54%, and subsequently soared to 104% and 125%. The US has imposed tariffs on Chinese products in four phases, and China has taken corresponding measures to counter each time. On April 11, Chinese leaders made a statement on the tariff issue. China launched its third round of countermeasures, announcing on April 12, 2025, an adjustment to the additional tariffs on imports originating from the US, raising the tariff rate from 84% to 125%. Many countries have expressed concerns that the tariff tussle could trigger disruptions in the global supply chain.

 

 

 

NVIDIA H20: Export Restrictions to China

On April 9th, the U.S. Department of Commerce notified NVIDIA that it must implement an indefinite export licensing mechanism for its high-performance H20 chips to China, citing concerns that the chips could be used in Chinese super-computing equipment. This measure has had a significant impact on NVIDIA: the company expects to record approximately $5.5 billion in special expenses in its first fiscal quarter, related to inventory adjustments, changes in supply commitments, and compliance reserves. Following the announcement, NVIDIA's stock price plummeted by 6% in a single day, erasing nearly $100 billion in market value.Moreover, China, which accounts for over 40% of global demand for AI chips and is a key growth market for NVIDIA, has been significantly affected by the export ban. The ban not only disrupts NVIDIA's localization strategy in China but also potentially impacts its position in the global AI chip market. Currently, the U.S. Department of Commerce has not released details on the export licensing process, effectively cutting off legitimate channels for Chinese customers to obtain H20 chips. This has introduced significant uncertainty for NVIDIA's strategic investments in the Chinese market.

 

 

 

Infineon to Acquire Marvell's Automotive Ethernet Business for 10 Times Sales Revenue

Infineon Technologies has announced a $2.5 billion cash acquisition of Marvell Technology's automotive Ethernet business to expand its micro controller division, marking a significant consolidation in the automotive semiconductor industry. Marvell's leading Brightlane automotive Ethernet PHY transceivers, switches, and bridges support network data rates from today's 100Mbps to the market-leading 10Gbps, and also provide the security features required for both current and future in-vehicle networks. Infineon CEO Jochen Hanebeck said, "As the world's largest supplier of automotive semiconductor solutions, this acquisition is of great strategic significance to Infineon. We will leverage this highly complementary Ethernet technology to integrate it with our existing broad product portfolio to offer customers a more comprehensive and leading software-defined vehicle solution. This transaction will support our future profitable growth strategy, including new opportunities in the field of physical AI, such as humanoid robots."

 

 

• In April, amid the escalation of the tariff war between China and US, there is no consensus on the origin determination rules for semiconductors. The Semiconductor Industry Association has proposed that the origin of integrated circuits should be based on the location of the wafer fabrication plant. In this round, TI finds itself in the eye of the storm, as its main wafer plants are concentrated in the US (such as Texas, Dallas, and Sherman), with 30%-50% of its wafers originating from the US, making it a major target of the tariffs.
• Affected by the policy,  TI's market share in China may be impacted, and its analog chips and power management chips, such as the TPS and TLV series, are likely to see accelerated domestic substitution.
• https://www.ti.com/material-attributes-search/
  TI's links for querying COD, CCO, and COO are available at supporting both individual     and batch queries of up to 1,000 part numbers.
• Popular models：

  SN74AVC4T774RSVR	TCAN1043ADRQ1	CSD95410RRB
  DS90UB948TNKDRQ1	DS90UB948TNKDRQ1	DS90UB960WRTDRQ1
  ISO1540DR	TCA9548APWR	TLV320AIC3204IRHBR

 

 

• Recently, due to tariffs, ADI's prices have risen to varying degrees, and some suppliers have suspended quotations because of the tariffs.
• On April 25, Caixin reporters learned from multiple sources at tech companies with chip import needs that eight tariff codes related to semiconductors/integrated circuits have been exempted from additional tariffs, but storage chips are not included for now. This means that the import tariffs on some chips with US-based wafer fabrication locations have been reduced from 125% to 0.
• In April 2025, ADI faced the dual challenges of performance pressure and industry recovery. Its technological advantages in the analog chip field remain competitive, but it needs to deal with domestic substitution and policy risks. The popular part numbers are concentrated in high-precision data conversion, efficient power management, and industrial sensors, which are deeply tied to growth tracks such as AI and new energy. Investors need to pay attention to the progress of inventory reduction in the second quarter and geopolitical policy developments.
• Popular models：

  LT4321IUF#TRPBF	LTC4307IMS8#TRPBF	LTC6811HG-1#3ZZTRPBF
  ADP7142ACPZN-R7	MAX14661ETI+T	MAX5986AETE+
  AD2S1210WDSTZRL7	AD620BRZ-R7	AD780BRZ-REEL7

 

 

• In April, NXP's shortages were mainly concentrated in the MCIMX series and automotive-grade MCUs. 
• NXP's demand in April increased by nearly 40% compared to the previous month. However, overall demand remains relatively weak. Demand for automotive materials has risen significantly, while demand for general-purpose materials remains stable.
• Popular models：

  MCIMX6D6AVT10AD	FS32K146HAT0MLLT	PCA9537DPZ
  BAS21	GTL2014PWZ	LPC5528JBD64Y
  LPC5528JBD64Y	MC33662LEF	MCIMX6Q5EYM10AD

   

 

• Infineon's analog and memory devices have stable prices and shorter lead times; the lead times and prices for discrete devices are also stabilizing. 
• Most of Infineon's automotive-grade materials have returned to normal prices, with lead times shortened to around 20 weeks. 
• Popular models：

  PXE1410CDM-G003	PXE1410CDM-G003	IPP60R099P7
  IRL2910STRLPBF	TDA21472	TDA21535
  TDA22560	TDA22594AXUMA1	BTS7200-2EPA

 

 

• After the Spring Festival in 2025, ST's demand has stabilized without any significant market fluctuations. Currently, the spot market demand is somewhat more active than before, but overall market conditions remain relatively stable.
• Starting from Q2, prices for MCU-related series, such as 103, 405, 407, 429, and 741, are trending upward. Most prices have increased, and lead times have lengthened, gradually returning to a normal state (no price inversion). Distributors and manufacturer have cleared their inventories, and STM is selling wafer inventory to cope with the current economic situation.
• Popular models：

  ASM330LHHTR	STM32G070CBT6	BAT41KFILM
  LIS2DH12TR	M24C64-RMN6TP	STM32F030C8T6
  STM32H723VGT6	ISM330DHCXTR	M24C64-WMN6TP

 

 

• In April, due to the US tariff issues related to the COD, distributors have suspended demand for tax-inclusive transactions, awaiting the next move from the original manufacturer. Additionally, prices for third-generation CPUs have risen significantly, and order lead times have become uncertain. The market price of the 4314 model has increased from 520u to 600u, with limited availability of spot goods. Meanwhile, the rise in prices of low-end CPUs has also driven up the prices of fourth-generation CPUs.
• On April 25, Intel released its financial report for the first quarter of 2025. According to the report, Intel's revenue reached $12.7 billion in the first quarter, exceeding market expectations, thanks to the strong performance of its Data Center and AI division. The Data Center and AI division (DCAI) saw an 8% year-over-year increase in revenue, outperforming expectations, primarily due to the demand from hyperscale cloud service providers for AI servers and storage computing CPU head nodes. Recently, Intel has focused on enriching its Xeon 6 processor lineup, including the launch of new products such as the 6700 and 6500 performance-core processors, to comprehensively meet the market's demand for diverse products.
• Popular models：

  FH82Q370 SR404	HW8076502639302SR388	4314
  5CSEBA4U23I7N	6530	8558P
  AX210.NGWG.NV	FH8069004531301 SRK05	4510

   

 

• Recently, customer inquiries have mainly focused on discrete devices such as MOSFETs and diodes. 
• According to China's latest rules for determining the origin of chips, the origin of integrated circuits (ICs) has been adjusted from the traditional packaging location to the site of the wafer fabrication plant. Since ON Semiconductor's wafer plants are located in the United States, Europe, and South Korea, its business will be somewhat affected.
• Demand remains weak, and inventory levels for general-purpose models are sufficient.
• Popular models：

  CM1293A-02SR	FDV301N	2N7002KT1G
  74VHC164MTCX	ADT7475ARQZ-REEL	BAT54SLT1G
  BZX84C5V1LT1G	CAT25256VI-GT3	ESD5B5.0ST1G

 

 

 

• In April, under the current market conditions, Broadcom's main demand focus remains in the artificial intelligence (AI) field, with products related to the ss24 and ss26 series being particularly prominent. In stark contrast, other similar demands appear relatively weak.
• Despite the market's widespread concerns about the overall demand situation in the semiconductor industry, Broadcom has successfully stood out as a major highlight in the semiconductor sector in April. This is due to its high-growth momentum and strategic positioning in AI-related chips. Looking at the long-term development trend, Broadcom has significant potential for overall growth and is expected to continue benefiting from the expanding demand for data center and AI chips.
• Popular models：

  SS24-0B00-02	BCM56873A0KFSBG	BCM56880B0KFSBG
  SX03-0B00-00	BCM6715B0KFFBG	BCM84898B0KFSBG
  PEX8714-AB80BI G	SX05-0B00-00	SI08-0A00-02

   

 

 

• April Hot Picks: Select Atmel MCUs. 
• Microchip demand in April showed a notable decline compared to the previous month, dropping by over 10%. Overall, market inventory remains ample, while client-side demand stays weak.
• Popular models：

  AT24C02C-SSHM-T	AT25256B-SSHL-T	AT91RM9200-QU-002
  ATA6617C-P3QW-1	ATMEGA64A-AU	DSC1103CE1-200.0000
  MCP2221AT-I/ST	MCP2542WFD-E/SN	MCP6002T-I/SN

   

 

• In the context of the tariff war, Micron's quotations have shown extreme instability. China's customs continues to impose a 125% additional tariff on Micron's memory chips (customs code 854232) . This policy uncertainty poses significant risks for Micron when setting prices, making quotations prone to becoming invalid. Additionally, to address the recent increase in market demand and rising costs, Micron has announced a comprehensive price increase of 10%-15%, which further exacerbates the instability of quotations . It is rumored that due to labeling issues, the original factory may suspend shipments, and some products entering China may face extended lead times. Faced with the current complex situation involving multiple factors, companies need to closely monitor market dynamics and adjust their procurement strategies in a timely manner to mitigate risks.
• Popular models：

  MT40A512M16TB-062E:R	MT41K256M16TW-107:P	MT25QL512ABB8ESF-0SIT
  MT47H64M16NF-25E IT:M	MT40A1G16TB-062E:F	MT40A1G16TB-062E IT:F
  M25P20-VMN6TPB	MT40A512M16LY-062E IT:E	M15T4G16256A-DEBG2S

   

 

 

DRAM Market Stabilizes: DDR4 Production Halts, Prices Rise; Low Power DRAM Supply Limited, HBM Supply to Mainland China Stopped

In April, the official DRAM prices were released, showing a significant increase. Samsung Electronics has officially notified customers that it will discontinue the production of DDR4 modules, with final orders due by June and the last shipments scheduled for December.  The overall DRAM market is showing signs of recovery, with inventory levels returning to a healthy state and supply gradually balancing out.For spot DRAM chips, both DDR3 and DDR4 prices have risen, with DDR4 prices returning to normal levels. Samsung's DDR4 4G/8G and SK Hynix's 8G/16G modules have seen notable price increases. Tariffs may have influenced this trend, as factories and customers have become more active in purchasing, and manufacturers have controlled supply to drive up market prices, leading to a slightly tight supply situation. This has resulted in significant price increases for Micron and Samsung, while NANYA has stopped quoting prices, preparing to raise them next month.Low Power DRAM supply is extremely limited, with Samsung also canceling its Q1 special prices, leading to a price rebound. In 2025, HBM3e is expected to replace HBM3 as the mainstream product, with three major manufacturers focusing on stable mass production of high-value-added memories like HBM.

 

 

Samsung EMMC Prices Soar, Kioxia Follows Suit Amid Shortages and Price Hikes; Lead Times Extend for NOR FLASH from Macronix and Winbond

In the eMMC FLASH market, prices are soaring again as manufacturers control supply and prices. In April, Samsung allocated relatively few goods but had many inquiries, which may lead to significant price fluctuations and the need for timely deal-making. The market is experiencing a surge in transactions, driving prices significantly higher.
Kioxia is also following Samsung's lead, with increased demand and faster turnover of spot goods, resulting in substantial price hikes. Many mainstream models are already out of stock, and lead times are extending. SanDisk has also adjusted its prices upward, and it is recommended to lock in orders soon to avoid rising costs and extended lead times. Prices are expected to continue rising, so it is advisable to keep a close watch on these products.On the NOR FLASH front, Macronix prices are relatively stable, with the space to negotiate orders based on actual demand. However, the manufacturer is not accepting new orders in April, indicating extended lead times. Winbond has seen a slight price decline but maintains ample supply, with the potential for better pricing on large orders, production lead times have also lengthened to 2-3 weeks.

 

 

 

DDR4 Module to Discontinue, SERVER Module Demand Rises; Continued Focus on AI-Related Server Demand

DDR5 server modules are seeing a resurgence in demand from major customers, with more active transactions and price recovery. However, the official prices from manufacturers remain high, and there is still a price inversion in the market. On the PC side, DDR4 is set to discontinue, with plans to complete the final shipments by the end of the year. Increased demand has brought DDR4 prices back to normal levels. Recently, PC factories have released some inventory demands, leading to sporadic market transactions.

 

 

Due to increased tariffs by the US on Southeast Asian countries, US customers have been aggressively stocking up, leading to shortages of many HDD models and a rush to secure supplies. Consequently, prices for some models have risen. For example, the price of Seagate's 20T SATA drive is expected to increase from $305 to $310 in May. Recently, there has been a significant increase in demand for WD's 2TB and 1TB drives, with substantial market transactions. The distributor stock for WD20EZBX has been sold out, and the market price is around $49.

 

 

Intel's Sapphire Rapids SKU has entered the end-of-life (EOL) notification phase, with the last purchase date set for September 2025. As a result, Intel's price increases have been more significant compared to AMD, with prices changing almost daily. Hoarders, who had stockpiled inventory in advance, are now holding back to observe market fluctuations before releasing their stock. Since the country of origin is the US, distributors are currently at a standstill regarding tax-inclusive transactions, awaiting the next move from the original manufacturer. Additionally, prices for third-generation CPUs have risen significantly, and order lead times have become uncertain.The market price for the 4314 model has jumped from $520 to $600, with limited availability of spot goods. The increase in low-end CPU prices has also driven up the prices of fourth-generation CPUs.

 

 

 

IThere is a large amount of stockpiling in Huaqiangbei, but due to tariffs and other issues, hoarders are sealing their warehouses and waiting for prices to rise before selling. Some popular models continue to increase in price, such as the i5-12400, which has risen to USD$114 this week.

 

 

In late April, the price trend for graphics cards remained stable, with no significant fluctuations in the market. Additionally, NVIDIA disclosed that the US government has imposed new export restrictions on its H20 AI chips to China, causing prices for modules like the A100 to rise as well. Currently, the price for a clean-pulled A100 8-card module is quoted at 760,000 yuan, including tax. There are rumors that NVIDIA's RTX 5090D will be banned from sale, and some dealers have already sealed their warehouses, although AIC manufacturers have not yet received any notices and do not expect a ban.

 

 

International Developments Drive Stockpiling, with Expected Larger Uptick in Q2 Memory Contract Prices

According to the latest survey by TrendForce, international developments are significantly influencing the supply and demand strategies in the memory market. As buyers and sellers rush to complete transactions to hedge against future uncertainties, the transaction momentum in the memory market is expected to strengthen in the second quarter. On the procurement side, a common strategy of "reducing uncertainties and building safety stocks" is being adopted, with active efforts to increase inventory levels of DRAM and NAND Flash. This stockpiling trend is expected to drive a larger-than-anticipated increase in contract prices for DRAM and NAND Flash in the second quarter. However, this upward trend may be confined to the second quarter, primarily driven by US-based brands and manufacturers with export demands. The trajectory of international developments will be a key indicator for monitoring supply-demand dynamics and price changes in the memory market in the second half of the year.

Source：DRAMeXchange

 

 

HBM Drives SK Hynix to Surpass Samsung as the Largest DRAM Supplier

According to reports, in the first quarter of 2025, SK Hynix achieved a 36% market share in DRAM, surpassing Samsung (34%) for the first time to become the world's largest DRAM supplier by revenue. Despite Samsung's lower process costs, its delayed transition to HBM resulted in a Q1 HBM market share of less than 30%. The delay in delivering 12-layer HBM3E samples affected Samsung's DRAM production capacity and led to a decline in market share. SK Hynix's rise is attributed to its dominance in the HBM field. HBM is in high demand in the AI sector, with HBM products expected to account for 20% of the global DRAM market revenue in 2024. In the first quarter of this year, SK Hynix held a 70% market share in HBM, supplying HBM3E to major customers like NVIDIA and developing HBM4 with sample offerings. Its HBM production capacity for this year is already sold out, and the capacity for 2026 is also expected to be fully booked. To meet the surging demand for HBM, SK Hynix has increased its planned capital expenditure for this year by 30%, from 22 trillion won to 29 trillion won, and has requested suppliers to deliver equipment to its M15X factory in Chungju two months in advance

Source：esmchina.com

 

 

Global Memory Chip Titans Accelerate DDR4 Production Cuts, DDR5 Market Share Expected to Surpass 80% in 2025

According to Taiwan's Commercial Times, Samsung, Micron, and SK Hynix, the three major memory chip manufacturers, have recently adjusted their DDR4 memory production capacities, accelerating production cuts and shifting resources to DDR5 and LPDDR5 products. The industry expects that DDR5's market share will break through 80% in 2025, replacing DDR4 as the market mainstream. Samsung is discontinuing several DDR4 products manufactured with 1y nm processes and 8Gb LPDDR4 products made with 1z nm processes, redirecting capacity to DDR5 products using 1βnanometer processes. Micron has terminated the supply of traditional DDR4 memory modules for the server market. SK Hynix plans to reduce DDR4's share in total production to 20%, with its Dalian factory already transitioning to produce HBM3E and LPDDR5X. This shift is primarily due to DDR5's significant performance advantages, such as increased bandwidth and reduced power consumption, which align with the needs of AI servers and other applications. Additionally, the demand for HBM is surging, with the market size expected to double in 2025. Meanwhile, DDR5's penetration rate in the PC and server markets has significantly increased, and the price gap with DDR4 has narrowed.

Source：esmchina.com

 

 

SK Hynix Q1 Net Profit Soars 323% YoY; Maintains expectation of double YoY growth in HBM demand

On April 24, 2025, SK Hynix released its financial results for the first quarter of 2025. The company reported a consolidated revenue of 17.6391 trillion Korean won (approximately $12.36 billion), down 11% quarter-over-quarter but up 42% year-over-year. Operating profit was 7.4405 trillion won (about $521.4 million), down 8% quarter-over-quarter but up 158% year-over-year. Net profit reached 8.1082 trillion won (about $568.2 million), up 1% quarter-over-quarter and a staggering 323% year-over-year. The operating profit margin was 42%, and the net profit margin was 46%, with both revenue and operating profit reaching the second-highest level in the company's history.The improvement in the memory market exceeded expectations, driven by competition in AI development and restocking demand. SK Hynix expanded its sales of high value-added products. NAND business accounted for 18% of revenue, with declines in both shipments and average selling price (ASP). DRAM business accounted for 80% of revenue, with a slight drop in shipments and stable ASP, as the company began sampling its 12-layer HBM4. Inventory levels increased by 9.3% quarter-over-quarter. Capital expenditures are progressing as planned for two factories. In the application market, there is potential for growth in several areas.SK Hynix expects the market recovery in 2025 to be supply-driven and maintains its forecast of a doubling in HBM demand year-over-year. The company also provided forecasts for second-quarter shipments of DRAM and NAND. Currently, US customers account for 60% of total revenue.

Source：ChinaFlashMarket