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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
12+ hour, 53+ 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
21+ hour, 46+ 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, 13+ 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…...
[News] Chinese AI Chipmakers Reportedly Hike Prices on HBM Costs, Huawei 950DT Up as Much as 50%
4+ day, 4+ hour ago (461+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Chinese AI Chipmakers Reportedly Hike Prices on HBM Costs, Huawei 950DT Up as Much as 50% Rising memory costs are adding…...
[News] NVIDIA’s DLSS 5 Could Boost Graphics DRAM Demand, With GDDR6 Prices Reportedly Already Triple
4+ day, 13+ 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, 5+ 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, 7+ 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, 6+ 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] Huawei, Xiaomi Unveil New Foldables on Same Day With LogicFolding Kirin 9050 Pro, 3nm XRING O3
6+ day, 14+ 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] CXMT Starts LPDDR6 Mass Production at 12,800Mbps; Open to Global Customers as Apple Ties Draw Attention
6+ day, 11+ hour ago (453+ words) China’s leading DRAM maker CXMT has officially announced mass production of LPDDR6, with the next-generation memory making its commercial debut in Xiaomi’s newly launched Xiaomi 18 Fold flagship foldable. According to CXMT, based on internal testing, its LPDDR6 delivers up to 60% higher peak…...