SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales will surpass those of DRAM modules.

President-elect Donald Trump's proposed 10–20% tariff on all US imports, including those from Japan, South Korea, and Taiwan, has prompted Taiwan's government to prepare negotiations for exemptions based on its semiconductor and AI industry advantages, according to National Development Council (NDC) deputy minister Shien-quey Kao.

The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies, according to industry sources.

Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin. Despite potential export restrictions under the incoming US administration, Nvidia reaffirmed its commitment to the Chinese market, ensuring compliance with US regulations.

Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's performance has been remarkable over the past two years. Nvidia is on track to double its sales for the second consecutive year, achieving profits that surpass its former total revenue.

China's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped to 62 from 134 in June 2023, marking a dramatic decline that coincides with the US Department of Commerce's decision to blacklist Inspur, a major Chinese supercomputer manufacturer, in March 2023.

The Competition Commission of India (CCI) imposed a substantial fine of INR2.13 billion (approx. US$25.3 million) on Meta, the parent company of WhatsApp, citing the abuse of its dominant market position in India.

Jiang-song Fu, chairman of IC distributor Professional Computer Technology (PCT), projected 2024 to be the trough for their operations. Despite this, the company expects to remain profitable. He highlighted that the AI trend is set to drive substantial growth for various IoT products, including automotive electronics, over 2025-2026.

Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are emerging for the tech giant.

AI was the name of the game for the semiconductor supply chain in 2024, according to IC distributor WPG Holdings, yet shifting supply-demand balance may lead to slightly slower growth in the semiconductor market next year. In the automotive market, as carmakers gradually end inventory adjustments, WPG is seeing initial results from its investments into integrated automotive solutions, as it targets Japanese Tier 1 suppliers.

Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking forward to 2025, the manufacturers expect even stronger orders, with AI servers showing the strongest momentum, followed by AI PCs, while automotive electronics will also be a major growth driver.