DDR4 and LPDDR4 Supply Tightens Sharply in 2H25 as Structural Shortage Drives Strong Price Surge, Says TrendForce
TrendForce’s latest findings reveal the DDR4 market is set to remain in a persistent state of undersupply and strong price growth through 2H25. Rigid server orders are crowding out supply for the PC and consumer markets, forcing PC OEMs to accelerate DDR5 adoption. Manufacturers of consumer electronics, meanwhile, are struggling with high prices and material […]
SAP opens new campus in Bengaluru, its second-largest R&D hub outside Germany
SAP opened its new campus in Bengaluru on Tuesday, marking it as the company’s second-largest R&D hub outside its headquarters in Germany. The India Innovation Park, as it is called, is located in Devanahalli, in the northern part of the city, close to Bengaluru’s international airport. SOURCE: Indian Express The 41-acre campus will be developed […]
From Latency to Reaction: Simulating the Next Wafer Demand Inflection
The semiconductor industry faces an unprecedented paradox: AI demand is booming, fab investments are rising, yet wafer shipments remain stubbornly flat. What’s driving this disconnect, and when will it break? This blog from SEMI outlines the issues market planners face.
Product Refreshes and Inventory Pull-In Ahead of Tariffs Led to Growth in Tablet Market by 13.1% in the Second Quarter, according to IDC
NEEDHAM, Mass. – Worldwide tablet shipments grew 13.1% year-over-year in the second quarter of 2025 (2Q25), totaling 38.3 million units, according to data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Growth continued from the first quarter with product refreshes, replacement cycles, active education projects and subsidies in China driving the shipment volume. […]
Indium Corporation Promotes Two Leaders in EMEA (Europe, Middle East, and Africa) Markets
With its commitment to innovation and growth through employee development, Indium Corporation today announced the promotions of Andy Seager to Associate Director, Continental Sales (EMEA), and Karthik Vijay to Senior Technical Manager (EMEA). These advancements reflect their contributions to the company’s continued innovative efforts with customers across Europe, the Middle East, and Africa (EMEA). Seager has more than 30 years of […]