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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
16+ hour, 31+ 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…...
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce
5+ day, 10+ 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] Samsung Reportedly Eyes In-House Silicon Photonics PIC Testing by End-2026 with TSMC-Qualified Tools
6+ day, 14+ 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, 11+ 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] 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] South Korea’s DRAM Prices Reportedly Soar 12.5-Fold in 3 Years, Outpacing Gold
2+ week, 5+ day ago (326+ words) The memory price rally is showing no signs of slowing, with gains far outpacing expectations. According to Chosun Biz, South Korea’s DRAM export prices have surged 12.5-fold from their low three years and seven months ago, with the price per…...
[News] China Flash Unveils 28nm NOR Flash with 2Gb Capacity, Reportedly Reaching Industry’s Most Advanced Node
2+ week, 5+ day ago (327+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] China Flash Unveils 28nm NOR Flash with 2Gb Capacity, Reportedly Reaching Industry’s Most Advanced Node China’s memory push is expanding beyond…...
[News] Hot Chips 2026: Samsung’s zHBM Claims 70% Power-Efficiency Gain; SK hynix Evaluates Intel EMIB
3+ week, 14+ hour ago (675+ words) South Korean memory giants Samsung and SK hynix took different routes at Hot Chips 2026 in showcasing their HBM roadmaps. According to Wccftech and ServerTheHome, Samsung laid out a three-step evolution from standard HBM to custom HBM and ultimately zHBM, claiming…...
[News] SK hynix Reportedly Builds Silicon Valley HBM Team to Boost Customer Co-Design With U.S. Big Tech
3+ week, 5+ day ago (401+ 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 Builds Silicon Valley HBM Team to Boost Customer Co-Design With U.S. Big Tech SK hynix is reportedly…...
[News] MLCC Lead Times Diverge as High-End Products Stretch to 5–10 Months; Tightness May Extend Into 2027
3+ week, 6+ day ago (483+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] MLCC Lead Times Diverge as High-End Products Stretch to 5–10 Months; Tightness May Extend Into 2027 AI-driven demand is tightening the…...