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

U.S. Tightens Tariffs and Export Controls: Systemic Risks for Technology-Intensive and High-Value Industries;

U.S. Government Invests $8.9 Billion in Intel, Acquiring Approximately 9.9% Passive Stake to Strengthen Domestic Semiconductor Leadership;

Japan Provides Massive Subsidies to Memory Projects, Securing High-End Memory and Advanced Packaging Capabilities;

Semiconductors Drive South Korean Exports; Government Plans Support Policies Amid External Tariff Pressure;

China Tightens Oversight; Compliance and Local Substitution Advance in Parallel;

1.2 Economic Indicators

Global Manufacturing PMI Rises to 50.9% in August; Regional Recovery Divergence Impacts Semiconductor Demand;

Source: Wind

Global Semiconductor Sales Up 20.6% YoY in July; Strong Performance in Asia-Pacific and Americas

Source: SIA

U.S. 10-Year Treasury Yield: Mid-September Breaks Above 4.10%, Curve Shape Signals Policy Expectation Divergence

Source: Investing

Philadelphia Semiconductor Index Trend in August–September: Rate Cuts and Strategic Partnerships Propel Chip Stocks to Record Highs

Source: MacroMicro

2. Semiconductor Industry Updates

2.1 Short-term Implications

Samsung Electronics / Micron DRAM and NAND Contract Prices Surge

NVIDIA / Intel Equity Cooperation and Joint AI / x86 Platform

Micron Reports Q4 FY2025 Earnings and Guides for Growth

Analog Devices Reports Q3 FY2025 Earnings and Exceeds Expectations

SK Hynix Negotiates Price Adjustments with Customers over AI-Driven Memory Shortage

2.2 Medium-term Implications

Broadcom Lands US$1 Billion AI Chip Order

Microchip, Deca, and SST Announce NVM Chiplet Collaboration

GigaDevice and iSOFT Infrastructure Software Form Strategic Partnership

Chipsea Technology Reports H1 2025 Revenue Growth and Focus on Full-Stack AI Solutions

Renesas Launches Next-Generation High-Performance Motor Control MCU (RA8T2)

Moore Threads IPO Approved, Raising RMB 8 Billion to Boost AI / GPU / SoC R&D

2.3 Long-term Implications

SK Hynix Completes World’s First HBM4 Development and Initiates Mass Production

TSMC Launches Construction of 1.4nm Process Fab

3. Application Updates

3.1 Artificial Intelligence

AI Chip Startup Groq Raises $750 Million

NVIDIA Plans Up To $100 Billion Investment In OpenAI To Expand AI Data Centers

3.2 New Energy

Sungrow Plans To Build 10GW Energy Storage Battery Factory In Egypt

Tesla Granted Approval To Test Autonomous Vehicles In Arizona

3.3 Consumer Electronics

Apple’s Fall Event Launches iPhone 17 Series As Scheduled

ABB Smart Buildings Reaches Strategic Cooperation With Lesso Group

3.4 Industrial

Inovance Launches Four Major Architectures, Reshaping the Underlying Logic of Smart Manufacturing

3.5 Automotive

Great Wall V6 Cannon Officially Launches, Featuring 3.0T V6 Twin-Turbo Power

3.6 Telecommunication

All Three Major Chinese Carriers Have Laid Out eSIM Smartphone Services

3.7 Medical Equipment & Devices

Philips & Masimo Announce Innovative Collaboration to Advance Patient Monitoring Measurement Technology

4. Product Updates 

4.1 Memory Chips 

Demand Drives Industry-Wide Price Increases, AI Edge Storage Solutions Accelerate Iteration

4.2 MCU

MCU Demand in Consumer, Appliance, Industrial, and Automotive Markets Shows Moderate Recovery

4.3 CPU

Diverging Trends in Server and Consumer CPU Markets

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.

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