NuAxiSemiconductor trade intelligence

RT NEWS: 📉 While memory makers thrive, South #Korea’s #fabless firms are under pressure. In 2025, 14 of 22 major listed players, about 64%, report...

What happened

In 2025, 14 out of 22 major listed South Korean fabless chip companies reported operating losses, indicating severe pressure on the design sector despite strong memory maker performance. This reflects weak end-market demand for non-memory semiconductors like display drivers and CIS, contrasting with the AI-driven memory boom. Bearish: Signals potential oversupply and pricing pressure for fabless components as downstream demand falters.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

SoCDisplay Driver ICCISPMIC

Samsung Electronics SK Hynix

earnings-missdemand-weaknessfabless

Source and time

Source: TrendForce Official (Market Data) · 2/25/2026 · View original source

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RT NEWS: 📉 While memory makers thrive, South #Korea’s #fabless firms are under pressure. In 2025, 14 of 22 major listed players, about 64%, report...

What happened

Impact and signal

Affected components and suppliers

Source and time

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