2025-09-04
Electronics Supply Chain Insights | September 2025
The global semiconductor market grew 19.6% YoY in Q2 2025 to $180B. NVIDIA led with $45B revenue. Memory chips surged, with DDR4 prices set to rise 90% in Q3. SK Hynix became top DRAM supplier on strong HBM demand driven by AI. In contrast, consumer electronics demand remained weak. Texas Instruments raised prices on over 60K chip models, with auto/industrial chips up 30%. Micron exited mobile NAND, while Samsung delayed DDR4 phase-out. 2025 growth is forecast at 13%, with a slowdown expected in
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