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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] 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] Kioxia Reportedly to Sample CXL Modules Soon, Reaffirms Strong NVIDIA CMX Ties
1+ week, 13+ hour ago (369+ words) As AI workloads demand ever more memory, DRAM’s physical capacity ceiling is becoming the bottleneck. At a September 3rd briefing, Japan’s NAND giant detailed how its CXL memory modules expand usable memory capacity while cutting latency by over 90% versus conventional approaches,…...
[News] Apple Unveils M6, Its First 2nm Chip Built by TSMC, With 30% AI GPU Compute Boost vs. M5
2+ week, 5+ day ago (347+ words) Apple is pushing its silicon lineup further with new chips aimed at boosting performance and on-device AI capabilities. According to its press release, Apple debuted the M6 in the new Mac mini and the M5 Ultra in the new Mac Studio. NewsPim…...
Memory Prices Soar; DRAM and NAND Flash to Account for 68% of Major CSP CapEx in 2027, Says TrendForce
2+ week, 6+ day ago (471+ words) TrendForce Memory Prices Soar; DRAM and NAND Flash to Account for 68% of Major CSP CapEx in 2027, Says TrendForce According to TrendForce’s latest memory industry research, major global cloud service providers (CSPs) are accelerating AI infrastructure investment, with total CapEx projected…...
[News] NVIDIA’s Reported 15% Server Hike Boosts Samsung, SK hynix, With HBM Prices Potentially Up 50%+ in 2027
2+ week, 6+ day ago (228+ words) The pricing momentum is expected to span the full HBM lineup, from HBM3e to HBM4 and HBM4e, Bloter suggests. UBS, cited by the report, offers an even more bullish outlook, saying HBM4 and HBM4e pricing is proving much stronger than initially expected and projecting 2027 HBM…...
[News] Intel May Tap TSMC N2X for Some Razor Lake Chips in 2027, Depending on 18A-P Performance
3+ week, 4+ day ago (490+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Intel May Tap TSMC N2X for Some Razor Lake Chips in 2027, Depending on 18A-P Performance Competition between Intel and TSMC…...
[News] Japan’s Socionext Adds Intel’s 18A-P to Foundry Mix Alongside TSMC
3+ week, 4+ day ago (295+ words) Shortly after announcing in June the risk production of 18A-P, the first performance-enhanced node in its Intel 18A family, Intel has landed a new external customer. According to a press release, Japanese SoC designer Socionext said it will use 18A-P to…...