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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
14+ hour, 1+ 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
22+ hour, 55+ 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] NVIDIA’s DLSS 5 Could Boost Graphics DRAM Demand, With GDDR6 Prices Reportedly Already Triple
4+ day, 14+ hour ago (281+ words) NVIDIA, already a major memory buyer through its AI accelerators, is tightening memory supply and extending its impact beyond HBM. According to Chosun Biz, the chip giant’s latest neural rendering technology, DLSS 5, is raising the performance bar for PC gaming…...
[News] OpenAI Says It Is Working with Samsung on Next-Gen Chips; Ties Could Expand Beyond Memory
5+ day, 6+ hour ago (248+ words) OpenAI is pushing deeper into custom AI silicon, and Samsung may be playing a growing role in its chip ambitions. According to Reuters, Harrison Kim, General Manager of OpenAI Korea, said the two companies have made significant progress in working…...
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce
5+ day, 8+ 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 Reportedly Backs China’s DUV Drive, with 12 Systems Targeted by End-2026; SMIC Testing Underway
6+ day, 7+ hour ago (393+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Huawei Reportedly Backs China’s DUV Drive, with 12 Systems Targeted by End-2026; SMIC Testing Underway Huawei is emerging as a…...
[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…...
[News] TSMC Eyes Chip-Level Microchannel Cooling as AI System Power Could Rise 6× in Five Years
1+ week, 5+ day ago (507+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] TSMC Eyes Chip-Level Microchannel Cooling as AI System Power Could Rise 6× in Five Years As AI chip power consumption…...
[News] SK hynix’s China eSSD Business Hits Turning Point as Intel NAND Deal Restrictions Near Expiry by End-2026
1+ week, 5+ day ago (330+ words) As the memory boom drives prices higher across DRAM, NAND and end-products, SK hynix is approaching a key growth inflection point: China’s five-year restrictions on its enterprise SSD (eSSD) business are set to reach a turning point at the end…...
[News] SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans
1+ week, 5+ day ago (482+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SK hynix Reportedly Weighs Japan Memory Plant; U.S. Pressure, Korean Approval Could Complicate Plans SK hynix’s potential memory investment in…...