Amble Electronics

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.

Global Semiconductor Market to Reach $700.8 Billion in 2025, a 11.2% Year-over-Year Increase

The Semiconductor Industry Association (SIA) recently announced that global semiconductor sales in April 2025 amounted to $57 billion, a 2.5% increase from $55.6 billion in March 2025 and a 22.7% increase from $46.4 billion in April 2024. Regionally, year-over-year sales growth in April was observed in the Americas (44.4%), Asia Pacific/other regions (23.1%), China (14.4%), Japan (4.3%), and Europe (0.1%). Sequential sales growth in April was seen in China (5.5%), Asia Pacific/other regions (5.3%), and Europe (0.5%), although Japan (-0.6%) and the Americas (-1.1%) experienced a decline. Europe's growth remained sluggish due to its focus on industrial and automotive markets. The Americas and Asia Pacific regions are expected to lead the growth. John Neuffer, SIA President and CEO, stated, "Global semiconductor sales increased sequentially in April for the first time in 2025, and the global market will continue to achieve year-over-year growth driven by sales increases in the Americas and Asia Pacific. Meanwhile, the latest industry forecast from WSTS shows that the global market will achieve robust growth in 2025, driven by demand for artificial intelligence, cloud infrastructure, and advanced consumer electronics. SIA today approved the WSTS Spring 2025 Global Semiconductor Sales Forecast, which predicts a global annual sales increase of 11.2% in 2025, reaching $700.9 billion. Global sales are expected to reach $760.7 billion in 2026.

It has been reported that Texas Instruments (TI) is set to implement a global price increase affecting over 3,300 MPNs, scheduled to take effect on June 15. The price adjustments show significant structural differences, with approximately 9% of the part numbers experiencing a substantial increase of up to 2100% (mainly for discontinued or low-profit products), 55% of the MPNs seeing an increase of 15%-30%, and 30% of the MPNs increasing by less than 15%. Signal chain products are particularly affected, with some core categories such as ADC (Analog-to-Digital Converters) and operational amplifiers experiencing price hikes exceeding 100%. TI has been employing a low-price strategy in recent years to outcompete rivals, leading to a continuous decline in profit margins for some product lines. The Q1 2025 financial report indicates that its gross margin has dropped to 64.2% year-over-year, the lowest in the past three years. The reversal of the industry cycle, warming demand, and significant supply chain cost pressures have driven TI to raise prices. This change could potentially push the analog chip industry into a new cycle and also present development opportunities for domestic analog chip manufacturers. As of June 10, although TI has not yet issued an official price increase notice, leading securities firms and some agents have largely confirmed the news of TI's price increase, with further details to be monitored.

Broadcom's Q3 Chip Revenue Targets $5.1 Billion, CEO Forecasts "$90 Billion Market by 2027"

Broadcom released its financial results for the second quarter of its 2025 fiscal year (the three months ended May 4) on June 5, reporting a 20% year-over-year increase in revenue to $15 billion, with adjusted earnings growing at a robust rate of 43%. Artificial intelligence played a key role in driving this strong growth. Hock E Tan, President and CEO of Broadcom, stated, "Thanks to the ongoing momentum in our AI semiconductor solutions and VMware business, Broadcom achieved a record revenue in the second quarter. Driven by strong demand for AI networking, AI business revenue grew 46% year-over-year in the second quarter, exceeding $4.4 billion. With our hyperscale partners continuing to increase their investments, we expect AI semiconductor business revenue to accelerate to $5.1 billion in the third quarter, marking ten consecutive quarters of growth." Broadcom indicated that the opportunities in the AI field over the next three years are enormous, with the Service Available Market (SAM) for AI business in fiscal year 2027, covering XPUs and networking, estimated to be between $60 billion and $90 billion.

Chip manufacturer Marvell Technology Inc. reported earnings at the end of last month, with first-quarter earnings per share reaching $190 million, a year-over-year increase of 63%, and net income for the quarter amounting to $177.9 million, compared to a loss of $200.2 million in the same period last year. The chip-maker achieved remarkable growth in its key data center business segment, with revenue increasing by 76% year-over-year to $1.44 billion, also exceeding expectations. The company's other four divisions, which are much smaller in scale, had a tough year in the fiscal year 2025. However, things seem to be looking up as their combined revenue grew by 32% this quarter. The best performer was Marvell's operator infrastructure division, with sales soaring 93% to $138.4 million; followed by the consumer division, with sales increasing 50% to $63.1 million; and the enterprise networking division grew by 16% to $177.5 million. The only division to see a decline was Marvell's automotive and industrial business, with sales dropping 2% to $75.7 million. Marvell CEO Matt Murphy praised the company's performance, stating that the company achieved "record revenue" and expects to continue strong growth this quarter.

Texas Instruments Plans to Invest $60 Billion in Building Seven Semiconductor Factories in the United States

On June 18, 2025, Texas Instruments (TI) announced a $60 billion investment to construct seven semiconductor wafer fabrication plants in the United States, marking the largest investment in the country's foundational semiconductor manufacturing sector. This investment will establish new large-scale manufacturing bases in Texas and Utah, creating over 60,000 jobs. TI's first new fab, SM1, will begin production this year, the exterior of the second fab, SM2, is already complete, with plans to add SM3 and SM4. Additionally, TI's RFAB2 wafer fab in Richardson, Texas, is fully operational. TI also plans to shift more than 95% of its wafer manufacturing, assembly, and testing operations in-house by 2030 to enhance supply chain control and efficiency.

On June 4, 2025, Sunlord Electronics announced its intention to purchase a portion of the shares of Guangzhou ZLG Technology in cash to gain control over ZLG Technology. Both Sunlord Electronics and ZLG Technology are domestic electronic component distributors in China. ZLG Technology, as an electronic component distributor, has a high degree of synergy with Sunlord Electronics' main business and offers certain complementary business aspects in terms of agency product lines and customer base. Sunlord Electronics stated that this equity acquisition aligns with the company's strategic planning and layout focused on distribution, and is beneficial for extending the industrial chain.

In June, the DRAM market has shown a significant recovery, with Samsung, SK Hynix, and other original manufacturers announcing the discontinuation of DDR4 production and price increases, followed by Nanya, driving up spot prices for DDR3/DDR4 universally. Factory customers are actively restocking, and the original manufacturers' control over supply has led to a tight market. In terms of price, the spot average price for DDR4 16Gb 3200 has reached $12, and DDR4 RDIMMs of 16GB, 32GB, and 64GB have risen to $58, $105, and $195 respectively, with a cumulative increase of over 30% for the 32GB specification from April to mid-June. Meanwhile, DDR5 16G 4800/5600 is quoted at $6.014, showing a rare situation where DDR4 prices are 100% higher than DDR5. LOW POWER DRAM, due to its scarcity, has seen a significant price rebound. Additionally, the three major original manufacturers are focusing on the mass production of high-value memory like HBM, and it is expected that HBM3e will replace HBM3 as the mainstream in 2025, with a new round of panic buying already emerging and prices showing a strong upward trend.

Samsung EMMC Prices Surge, Kioxia Stabilizes at High Levels, Winbond NOR FLASH Lead Times Lengthen

Samsung's EMMC market has seen significant changes. Samsung announced it will stop accepting new orders for MLC NAND in June, causing a short-term price increase of 14%-20% for related eMMC modules. However, due to mature processes, the overall cost impact is limited. Although prices have slightly adjusted, demand for 4GB, 8GB, and 16GB products remains strong, with a heated market transaction. On the Kioxia side，as market demand increases, its spot circulation has accelerated, and prices have stabilized at high levels. After Samsung's adjustment of its MLC NAND strategy, Kioxia has become a major supplier for some customers like LG Display, enhancing its market position. Winbond's NOR FLASH demand has surged, significantly lengthening production lead times, especially for 16M, 128M, 256M, and 512M specifications, which are particularly scarce, with lead times extended to 8-10 weeks. The company has even hinted at a price increase across the board, with NOR flash expected to rise by 10%-15%, and DDR is also considering a price increase, with market prices already showing an upward trend. Overall, in June, Samsung's EMMC prices fluctuated, Kioxia's prices remained stable at high levels, and Winbond faced extended lead times and a price increase due to surging demand.

In June, the DDR4 market saw a significant price increase due to reduced production by original manufacturers. Samsung and SK Hynix are among the original manufacturers reducing DDR4 capacity to focus on DDR5 and HBM production. The DDR5 market remains relatively stable, with original manufacturers promoting advanced process iterations and domestic storage manufacturers rapidly increasing capacity. Although original manufacturers have intentions to raise prices, due to the expected increase in capacity, it is anticipated that Server DDR5 prices will only slightly increase in the third quarter. On the server side, as original manufacturers contract DDR4 capacity, Server DDR4 prices have been pushed to their highest level in nearly a year and a half, and TrendForce has revised the price increase for server DDR4 modules in the second quarter of this year to 18%-23%.

The current mechanical hard drive market is characterized by strong demand for high-capacity products, constrained supply of mid-range products, and entry-level products focusing on cloud optimization with firm pricing. 20TB/24TB high-capacity hard drives are in surging demand due to AI and hyperscaler services, with buyers securing third-quarter allocations, putting pressure on production capacity and limiting supply to small and medium customers; 8TB to 16TB mid-range hard drives face worsening supply shortages as manufacturers prioritize high-capacity product production, leading to delivery delays of up to 6 weeks for secondary customers; 2TB to 6TB entry-level hard drives, focused on cloud-optimized models, are experiencing slower delivery speeds, and channel prices for enterprise SATA and specific NAS models are gradually becoming more robust.

Enterprise SSD prices overall remain stable, with some models experiencing fluctuations. For instance, the S4520 1.92T has risen over 10% in half a month, with prices returning from previous losses to normal levels; the P5336 30.72T, on the other hand, has seen a price reduction of over 5% in the same period. Regarding orders scheduled with the original manufacturers, the general agent recommends canceling orders that cannot be delivered this month and anticipates an average price increase of 5% in the next quarter. Institutional analysis suggests that, driven by AI investments from major North American cloud service providers, enterprise SSD demand will rise significantly in Q3 2025. The low level of finished products inventory has led to a tight market supply, with prices expected to increase by 10% quarterly. At the beginning of the year, suppliers' conservative capacity strategies brought the NAND Flash market towards supply-demand balance, but U.S. tariff policies disrupted the market rhythm in Q2, leading suppliers to cautiously control production. Recently, storage demand has strengthened due to increased shipments of AI servers and corporate hard drive orders, benefiting both enterprise SSDs and HDDs with order growth from expanded corporate capital expenditures.

The current CPU market is facing supply challenges and rising costs. Intel's 10nm Ice Lake and Sapphire Rapids series server CPUs are severely in short supply, with many models out of stock, unstable lead times, and soaring prices, reducing customer purchasing intentions; the Raptor Lake series of mobile CPUs is also facing shortages, with the supply chain expected to recover by the end of Q3 2025; demand for small-core ATOM CPUs has surged, but limited capacity is tightening supplies.On the AMD side, EPYC Turin and Genoa CPUs have seen unexpectedly high demand in AI and data center deployments, with supplies remaining tight; OEM contract costs for Milan CPUs rose significantly at the end of Q2, with CPU prices increased by 15%-20%. Meanwhile, Intel is reducing capacity for discontinued 12th generation products and plans to phase out the 13th generation, encouraging customers to transition to the 14th generation. The entire market is in a complex situation of supply difficulties and rising costs, with customer purchasing intentions suppressed and many in a wait-and-see position. This month, Intel's desktop CPU market overall remains stable with minimal price fluctuations, offering good value for both bulk and boxed products. Online platforms and new retail motherboard + CPU promotions are attractively priced, with overall sales performing well. In terms of models, some models from the 10th, 12th, and 13th generations offer good value and strong sales momentum, suggesting an increase in bulk sales to boost market share. This month, AMD's desktop CPUs have performed well on major B2C platforms, with high online popularity, especially high-end product lines driving overall online sales. Online customer sales are outstanding, with advantages in the internet cafe sector, but offline demand is relatively flat. Sales strategies are diverse, with loose CPU sales exceeding boxed sales, although popular bulk models often face shortages. Recently, bulk prices have fallen slightly, while boxed prices remain relatively stable.

The graphics card market in June overall shows a complex situation. The RTX 50 series experienced price fluctuations for some models due to expected shortages, but later saw a gentle decline in prices for some models affected by weak demand after online promotions and a sluggish offline market, although overall supply remains tight; the RTX 4060 series saw prices drop initially and then stabilize, with the 4060 TI experiencing minor fluctuations and market inventory gradually being absorbed; on the AMD side, the RX 9070 XT is in high demand, while models like the RX 9060 XT have ample stock but face average sales rates, with cost-effectiveness being tested in the market. Additionally, NVIDIA plans to launch new models such as the RTX 5090 DD, and the RTX 5050 series is expected to hit the market by the end of July or early August. Adjustments in manufacturers' supply strategies and new product planning have a certain impact on the market trend, with the overall market needing to focus on accelerating sales velocity and reasonable profit as the main sales strategy. Affected by NVIDIA's more powerful B series GPUs, a large number of ordered or arrived H200s were "abandoned" by buyers, leading to dealers selling at reduced prices and causing chaos and price competition in the spot market. However, before the B series' capacity is fully released and prices stabilize, the H200 still offers sufficient performance for most AI applications and will remain an important choice for small and medium-sized enterprises and research institutions with limited budgets.

Rising Demand Expands Contract Price Increases for Server and PC DDR4 Modules in Q2 2025

According to the latest survey by TrendForce, in the second quarter of 2025, prices for Server and PC DDR4 modules are increasing, surpassing expectations. Server DDR4 modules are expected to rise by 18-23% quarter-on-quarter, while PC DDR4 modules are expected to increase by 13-18%. The main reasons include DRAM suppliers gradually reducing DDR4 production in favor of more profitable products such as DDR5, LPDDR5(X), and HBM, with plans to cease DDR4 production by early 2026. Additionally, cloud service providers have stable demand for General Servers and Storage Servers, especially with increased demand for AI Server-related applications, prompting additional orders. Furthermore, changes in the international situation have led PC OEMs to request ODMs to increase production and accelerate distribution to the U.S. channel, further driving up PC DDR4 module prices. Looking ahead to the third quarter, suppliers' production strategies and tariff policies will be the main uncertainties affecting DDR4 contract prices. It is anticipated that against a backdrop of converging production and increasing stockpiling demand, price increases may continue to exceed expectations.

Server Eng.png

Micron Officially Confirms DDR4 Production Halt, Market Faces Major Shortage

Micron has officially confirmed the discontinuation of DDR4 production, with shipments expected to cease gradually over the next 2-3 quarters. Consumption of DDR4 DRAM in the PC and data center sectors will be reduced or cut back after three quarters, with supply limited to long-term partners in automotive, industrial, and networking sectors that prioritize quality and require long-term contract guarantees. Sumit Sadana, Micron's Executive Vice President and Chief Business Officer, stated that DDR4 will continue to be in "severe shortage," and recent market supply shortages have led to rapid price increases. Prices for LPDDR4 and DDR4 may exceed those of DDR5/LPDDR5. DDR4 prices have already surged by 50% in June, with spot prices for 8GB and 16GB modules soaring, and are expected to continue climbing in the third quarter, potentially prompting some manufacturers to accelerate their transition to DDR5. Previously, Samsung and SK Hynix had clearly ceased DDR4 production, with final orders concluding by early June 2025 and delivery of 8GB and 16GB modules completed by December, retaining only a small capacity for specific long-term customers such as the automotive industry, which has turned DDR4 into a seller's market with surging values for old inventory.

Samsung to Stop Supplying MLC NAND, Potentially Triggering Stockpiling and Panic Buying

Reports suggest that South Korean tech giant Samsung Electronics is on the verge of exiting the MLC NAND flash memory business, notifying customers to place orders only for June and attempting to deter new orders through price increases. The market is concerned about potential supply shortages due to Samsung's discontinuation, leading to significant stockpiling and the potential for a buying frenzy. The report indicates that Samsung's strategic exit means it will allocate resources towards mainstream TLC (Triple-Level Cell) and QLC (Quad-Level Cell) NAND technologies. LG Display, a long-term partner of Samsung, which uses MLC NAND in its 4GB eMMC chips, will also have to seek alternative suppliers. In fact, Samsung began considering discontinuing MLC NAND Flash in the second half of 2024, with plans to officially cease supply in the second half of 2025. Although the mainstream NAND Flash technology is evolving towards QLC, MLC still holds a considerable market share in specific areas due to its stability advantages, and Samsung's discontinuation may trigger an urgent demand for alternative solutions and market upheaval within the industry chain.

DDR4 16Gb Prices Soar to Twice That of Equivalent DDR5

According to International Electronics Market, the top three global DRAM manufacturers, Samsung, SK Hynix, and Micron, are collectively exiting the DDR4 market, and there are rumors that the U.S. will revoke export exemptions for Samsung and SK Hynix's Chinese wafer fabs. Affected by these factors, DDR4 prices have been soaring continuously. Data from TrendForce's DRAM pricing platform DRAMeXchange shows that on June 23, the price of DDR4 16Gb chips was $12, almost twice the price of equivalent DDR5 chips. SK Hynix and Micron are conducting final purchase negotiations with DDR4 customers, which will drive up spot prices, and contract prices are expected to rise in the third quarter of 2025. TrendForce forecasts that PC DDR4 contract prices will increase by 13-18% quarter-on-quarter in the second quarter, and server DDR4 prices will rise by 18-23%. Looking ahead to the third quarter, suppliers' production strategies and tariff policies are the main uncertainties; if suppliers continue to tighten DDR4 capacity, prices may rise further.

Micron: DRAM and NAND Bit Shipments Rose Over 20% Sequentially in March-May,

Revenue in Fiscal 2025 Expected to Reach a Record High

Micron's revenue for the third fiscal quarter of 2025, ended May 29, 2025, reached a record $9.3 billion, marking a 15% increase sequentially and a 37% increase year-over-year; net profit was $2.181 billion, a 22.3% increase sequentially and a 210.7% increase year-over-year. In this quarter, both DRAM and NAND Bit shipments increased by over 20% sequentially, HBM revenue grew nearly 50% sequentially, and data center revenue more than doubled year-over-year. Micron anticipates that revenue for fiscal 2025 will set a record, with fourth-quarter revenue projected to be between $10.4 billion and $11 billion. Additionally, Micron announced a strategic investment of approximately $200 billion in the United States and has made progress in 1-gamma DRAM technology node, with mass production of HBM4 expected in 2026. Micron forecasts industry DRAM and NAND Bit demand growth rates to be 17-19% and 11-13% respectively in 2025, and HBM for 2025 is already sold out.

ADM12781ACPZRL	LT8614EUDCTRPBF	LT8613EUDETRPBF
LT8627SPJVTRPBF	AD5551BRZREEL7	AD629ARZRL
ADM1086AKSZREEL7	ADM12782ACPZRL	ADXL345BCCZ

INA226AIDGSR	CSD95490Q5MC	CSD95492QVM
LMZ21701SILR	LMZ31710RVQR	LP8864SQDCPRQ1
PCA9306DCTR	TPS62903RPJR	ADC128S102CIMTXNOPB

MCIMX6Y2CVM08AB	NTM88H135T1	MCIMX253DJM4A
MIMX8MN5DVTJZAA	MKE14Z256VLH7	MKE14Z256VLH7R
MPC8313EVRAFFB	PCA9545APW	TJA1028T5V0201J

MT40A512M16TB062ER	MT40A1G16TB062EF	MT40A512M16TB062EITR
MT40A1G8SA062ER	MT41K128M16JT125K	MT41K256M16TW107P
MTA36ASF8G72PZ3G2F1	MT53E512M32D1ZW046ITB	MT40A2G8SA062EITF

WGI211ATSLJXZ	WGI210ATSLJXR	FTXL710BM1SLLK9
GGNOCPU05016100SRLGE	KTI226ITSRKTX	N100
N150	N95	N97

K4A8G165WCBCTD	KLM8G1GETFB041	K4AAG165WCBCWE
K4UBE3D4ABMGCL	K4AAG165WABCWE	K4U6E3S4ABMGCL
M393A8G40CB4CWE	KLMAG1JETDB041	K4A8G165WGBCWE

PIC16LF1825ESL	PIC32MZ0512EFF064TPT	24LC32AIP
A42MX09FPQG100	A42MX09FPQG100320068	AT24CM01SSHMT
AT45DB081DSSU	AT45DB081DSSUSL383	AT86RF233ZU

NV1002CQ53FLTGI8	R5F51305ADFL50	R5F51306BDFM50
HFA1130IBZT	R5F51306BDFM10	RJK03M5DNS00J5
5PB1108PGGI8	70V27L15PFG	71321LA25PFGI

BCM56870A0KFSBG	BCM56990B0KFLGG	BCM88470CB0IFSBG
BCM54612EB1KMLG	SS050B0000	BCM56172B0KFSBG
BCM6756A1KFEBG	BCM6756A1KFEBG	BCM53212MIPBG

TDA21472	IKQ75N120CH7	TLF35584QVVS1
BSC021N08NS5	IR3584MTRPBF	SLM9670AQ20FW1311
TDA21475	BSF035NE2LQXUMA1	CG8624AST