Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on https://xitter.cf/t.co/FHEud9jhQd
Taipei City, Taiwan
Joined October 2010
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TrendForce retweeted
Another price hike in the works? #TSMC is reportedly eyeing a 20% jump in #CoWoS prices, on top of planned foundry price increases, as AI GPUs, server CPUs, and custom ASICs fuel a fresh surge in advanced packaging demand.💡More: pse.is/9t2595 🔗
TrendForce retweeted
A new breakthrough in fourth-generation semiconductors? China’s Jiachi Power Technology claims a world-first vertical gallium oxide MOSFET, delivering over 1 A of on-state current and 900 V breakdown voltage—setting multiple performance records.💡More: pse.is/9szvlw 🔗
NVIDIA is moving to secure more substrate capacity.
ABF lead times remain Very Tight at 48–56 weeks vs. 12 weeks in a balanced market, while NVIDIA plans to increase substrate capacity for its products by 2.5x over the next three years. (1/2)
Memory is another key theme this week.
Micron is targeting vHBM mass production and HBM5 in 2028, while SK hynix, Samsung, and CXMT report this week—with HBM4 ramps, pricing, and LTAs among the key watch points.
Full read: Weekly Radar 007
insights.trendforce.com/p/we… 🔗 (2/2)
TrendForce retweeted
A 2,330% profit surge! Chinese #SiC firm SICC, a rival to global players like Wolfspeed, saw net profit jump to CNY 27.22M in 9M26, fueled by demand for automotive-grade conductive substrates as EV makers accelerate the shift to 800V platforms.💡More: pse.is/9sxxka 🔗
Industry forecasts point to a massive 3Q26 for #SKhynix: sales +300% and OP +576% YoY. Can #HBM4 deliver the next surprise? DRAM/NAND ASP growth and LTA updates are also in focus.
With Samsung projecting a nearly 800% YoY surge in 3Q26 operating profit to KRW 107T, all eyes are on #SKhynix, whose earnings are tipped to approach a record KRW 77T. But can its #HBM4 ramp-up meet expectations and deliver the next profit boost?💡More: pse.is/9subuw 🔗
TrendForce retweeted
#Micron says #AI cut data center #SSD controller design time by 50% and product development time by 60% vs. the prior generation, and plans $10B over the next decade for Micron Research Labs, its first dedicated U.S. memory research hub. 💡More: pse.is/9s8w97 🔗 $MU
Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports.
📰 News Source: buff.ly/K9khqpF
TrendForce retweeted
#Intel CTO Pushkar Ranade said on the Dwarkesh Podcast that Intel has already caught up with #TSMC if the measure is #technology alone, while scale will take longer; global tools allow roughly 2x more leading-edge output, not 10x.💡More: trendforce.com/news/ 🔗 $INTC $TSM
TrendForce retweeted
#Infineon and #NVIDIA are expanding their collaboration on #GaN-based power solutions for 800V DC AI data centers, paving the way for 1 MW+ racks as NVIDIA targets adoption from 2027!💡More: pse.is/9say2t 🔗
TrendForce retweeted
South Korea’s LX Semicon is putting 60+ patents tied to #SiC power semiconductors and epitaxial wafers on the market, signaling a retreat from the sector. With EV demand stuck in the slow lane, pressure is mounting across the SiC sector.💡More: pse.is/9saxzg 🔗
AI agents are reshaping server CPU demand! The CPU-to-GPU/ASIC ratio in AI racks is expected to shift from the traditional 1:8 toward 1:2 or even 1:1. 💡 #TrendForce on shifting server architectures and chip ratios: buff.ly/5ciac3E 🔗
💰 AI Server Value Climbs on Price, Not Volume.
Combined Capex of the top nine CSPs is projected to keep growing YoY in 2027, inflated by price hikes, part shortages, and prepayments. Pricier next-gen racks and rising memory costs lift ASPs, driving most of the AI server value growth.
What's driving AI server value 👉 buff.ly/TROH4rw
Explore Agentic AI's CPU demand 📖 buff.ly/1OiIPpb
#TrendForce #SelectedTopics
#Intel’s U.S. fab expansion is moving ahead! Arizona’s Fab 62 has begun equipment installation, targeting late-2028 production for potential 18A or 14A capacity, while Ohio One’s first fab begins taking structural shape.💡More: buff.ly/zT2IdJY 🔗
Elon Musk says building human-like robot hands is “shockingly difficult.”
Tesla, 1X, and Boston Dynamics are taking different paths: 22 DOF for near-human dexterity, low-gear tendon drives for the home, or four fingers built for mass production.
Inside the US$6B dexterous hand race: pse.is/9s7e8l 🔗
