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.

IC distributor Edom Technology projects that current trends will extend into 2025, with AI remaining the industry's core focus. The company is actively monitoring infrastructure developments in network communications while deepening its collaboration with Nvidia to expand its presence in industrial control and healthcare applications.

Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that this may have only accelerated consumer spending, potentially weakening demand in the first half of 2025.

SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry leader Samsung Electronics.

China's Single's Day shopping season expanded to a full month this year. While overall sales momentum appeared lackluster amid reports of discount exploitation and high return rates, the electronics sector showed strong performance, driven by government trade-in subsidies and promotional campaigns for new devices.

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.

Reports from Kyodo and Nikkei indicate that the Japanese government intends to invest around JPY200 billion (approx. US$1.3 billion) in Rapidus during the fiscal year 2025, spanning from April 2025 to March 2026. This investment aims to bolster the development of advanced semiconductor mass production capabilities in Japan. Additionally, by providing government support, the initiative seeks to encourage private-sector financing and investments in Rapidus.

TSMC is strategically developing a dedicated supply chain cluster on 30 hectares (300,000 square meters) of land in Southern Taiwan Science Park (STSP) to strengthen its advanced packaging capabilities, according to industry sources familiar with the discrete strategic move.

The Biden administration has finalized Chips Act incentives for GlobalFoundries (GF), awarding the chipmaker US$1.5 billion in grants to support US factories as part of a broader semiconductor push.

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.