2025-09-29
Electronics Supply Chain Insights | October 2025
The electronics sector holds an optimistic outlook for the second half of 2025. Driven by AI, the global semiconductor market is projected to grow by 17.6%, approaching a scale of $800 billion. TSMC's market share reached 70.2% in the second quarter, setting a new record. In the memory market, DRAM prices are expected to rise by 13–18% in the fourth quarter. Samsung and Micron have announced comprehensive price hikes, though the phase-out plan for DDR4 has been delayed until the end of 2026. Mea
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