Briocean’s Semiconductor Market Intelligence Report is published monthly to provide end customers, suppliers, and strategic partners with timely, data-driven insights into the semiconductor landscape. The report encompasses macroeconomic updates, industry developments, end-market trends, core product pricing, and key market shifts. By combining in-depth analysis with forward-looking perspectives, we aim to help stakeholders identify opportunities, anticipate challenges, and make well-informed strategic decisions.
1. Macro Environment
1.1 Industry Policy
China/EU: China and EU Urge Internal Negotiations at Nexperia, Control Deadlock Awaits Resolution
U.S.: Weighing Approval for Nvidia’s H200 Exports to China While Advancing AI Partnerships in the Middle East
EU: Approves EUR 450M Subsidy for Onsemi to Expand Chip Plant
Japan: Invests JPY 100B in 2nm Process Mass Production, Establishes Semiconductors as Core National Strategy
Taiwan: Updates Export Control List, Adds 18 High-Tech Items
1.2 Economic Indicators
Global Manufacturing PMI Held at 50.8 in October, Signaling Moderate and Structurally Uneven Recovery Momentum
Source: Wind
Global SemiconductorSales Maintain Strong Momentum, Rising 15.8% QoQ to USD 208.4 billion in Q3 2025
Source: SIA
US 10-Year Treasury Yield Falls Below Key 4% Threshold, Market Rate Cut Expectations Heat Up
Source: Investing
Philadelphia Semiconductor Index October–November Performance: High-Level Volatility and Structural Adjustments Dominate
Source: MacroMicro
2. Semiconductor Industry Updates
2.1 Short-term Implications
Micron: HBM Capacity Fully Sold Out; In-House Base-Die Strategy and Clear Shipment Timeline Highlight Short-Term Supply Bottlenecks
SK hynix: Broad-Based DRAM/NAND Contract Price Increases; AI-Driven Memory Demand Continues to Strengthen
Samsung: Driving the Memory Supercycle; DDR5 Contract Prices Surge 60%, Shaking the Supply Chain
Supermicro: Launches Full-Stack AI Solutions to Streamline Compute Deployment
2.2 Medium-term Implications
SMIC: Revenue and Utilization Rate Rise in Tandem, Strengthening Its Mid-Term Growth Foundation
Arm: Earnings Surge and Ecosystem Gains Strengthen Its AI Position
Schneider Electric: Secures USD 2.3B in Data Center Orders as Power and Cooling Enter the “Capacity Lock-In” Era
Union Memory: Launches Liquid-Cooled SSD, Driving a New Breakthrough in Full-Stack Server Liquid Cooling
2.3 Long-term Implications
NVIDIA: Blackwell Chips Enter Full Mass Production, Secures Approval to Export 35,000 Units to the Middle East
CXMT: First Full Showcase of New DDR5 and LPDDR5X Products
Samsung: Aggressive Expansion of 1c-Node DRAM Capacity to Secure Long-Term Technology Leadership
Foxconn: Heavy Investment in a Supercomputing Center to Build the Foundation for Long-Term AI Services
TSMC: Blackwell Achieves “Made in the USA” Milestone, While 2-nm Capacity Continues Expanding
3. Application Updates
3.1 Artificial Intelligence
Tesla Announces AI5 Chip Design Near Completion, AI6 Development Initiated
Google Fully Deploys Search Engine AI Model Gemini 3, Taking On OpenAI
NVIDIA And Microsoft Jointly Invest Up To USD 15B In Anthropic
Microsoft To Invest Over USD 15B In UAE AI Data Center Expansion
3.2 New Energy
Inovance Technology 50GW Energy Storage Base Officially Operational
Official Images Of All-Electric Porsche Cayenne Released, Maximum Power Exceeds 1000 HP
3.3 Consumer
Honor 500 Series Released, Equipped With Multiple Goodix Technologies
Alibaba’s Quark AI Glasses To Hold New Product Launch
3.4 Industrial
Breton Technology Launches World’s First Fully Autonomous Mining Truck
Honeywell Unveils Eight New Products at China Import Expo
3.5 Automotive
BAIC And Huawei Collaborate To Launch New Xiangjie S9
Leapmotor A10 Makes Global Debut At Guangzhou Auto Show
3.6 Telecommunication
Broadcom Launches World’s First Quantum-Secure 8th-Gen 128G SAN Switch Portfolio
ZTE And Indonesia XLSMART Complete FDD Massive MIMO AAU Trial
Nokia And Japan’s NTT DOCOMO Deploy MantaRay SON To Innovate 5G Operations
3.7 Medical Equipment & Devices
GE Healthcare Acquires Intelerad For USD 2.3 Billion To Accelerate Cloud And AI Ecosystem
4. Product Updates
4.1 Memory Chips
Spot Storage Market Driven By Urgent Orders, Finished Storage Prices Continue To Climb
4.2 GPU
GPU Demand Surges, but High-End Supply Remains Tight
4.3 MCU
Automotive-Grade MCU Supply Shortage Intensifies, Local Supply Chain Accelerates
The content above represents a selected excerpt from our latest market intelligence report. For comprehensive coverage, in-depth analysis, and additional industry insights, don't hesitate to get in touch with us at marketing@briocean.com to request the full report.
