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TrendForce, a world leading market intelligence provider, covers various research sectors including DRAM, NAND Flash, SSD, LCD display, LED, green energy and PV. The company provides the most up-to-date market intelligence, price survey, industry consulting service, business plan and research report, giving the clients
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News
[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production
11+ hour, 38+ min ago (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...
[News] SanDisk Reportedly Hunts for HBM, LPDDR Talent in Korea as AI Memory Race Heats Up
20+ hour, 32+ min ago (318+ words) A new contender is entering South Korea’s already fierce chip talent war. According to Newsis and EDAILY, U.S.- headquartered NAND and SSD maker SanDisk is hiring across multiple roles in the country, with expertise in key memory technologies such as…...
[News] Samsung, CXMT Reportedly Supply LPDDR5X for Chinese AI Phone as Domestic Memory Enters Flagship Supply Chain
3+ day, 11+ hour ago (380+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Samsung, CXMT Reportedly Supply LPDDR5X for Chinese AI Phone as Domestic Memory Enters Flagship Supply Chain China’s CXMT is making…...
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce
5+ day, 6+ hour ago (337+ words) Looking ahead to the third quarter, consumer IC design customers are expected to maintain steady wafer starts amid concerns that mature-process capacity could remain constrained and wafer prices may rise. The seasonal ramp-up of flagship smartphones and growing production of…...
[News] Huawei, Xiaomi Unveil New Foldables on Same Day With LogicFolding Kirin 9050 Pro, 3nm XRING O3
6+ day, 13+ hour ago (234+ words) The Kirin 9050 Pro features a nine-core CPU with one super core, two performance cores, four efficiency cores, and two small cores. Its GPU supports hardware-accelerated ray tracing and delivers a 142% increase in rendering performance, while the NPU supports what Huawei…...
[News] Samsung Reportedly Eyes In-House Silicon Photonics PIC Testing by End-2026 with TSMC-Qualified Tools
6+ day, 9+ hour ago (226+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. Samsung had outsourced PIC wafer validation to external organizations, including Belgian semiconductor research institute imec, since last year. It has…...
DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth, Says TrendForce
1+ week, 6+ hour ago (328+ words) TrendForce’s latest findings on the memory industry reveal that sharp rises in traditional DRAM contract prices have led to a 59.5% QoQ increase in total DRAM industry revenue, reaching nearly US$154.73 billion in 2Q26. Growing demand for AI servers, fueled by expanding…...
[News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall
1+ week, 5+ day ago (312+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall Google has highlighted the growing “memory…...
Secondary and Repair Markets Provide Support; Global Smartphone Panel Shipments to Decline Just 2.5% in 2026, Says TrendForce
2+ week, 6+ hour ago (195+ words) TrendForce’s latest display industry research reports that memory supply shortages and rising prices continue to intensify cost pressures across the smartphone supply chain, affecting smartphone brands’ shipment plans for 2026. However, sustained demand from the secondary and repair markets is supporting…...
[News] Samsung’s 4nm GAIA Could Mark First PIM Commercialization in AI PCs, Mass Production as Early as 2027
2+ week, 5+ day ago (450+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Samsung’s 4nm GAIA Could Mark First PIM Commercialization in AI PCs, Mass Production as Early as 2027 Samsung is exploring a…...