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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
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung
5+ day, 1+ hour ago (337+ words) However, Samsung’s market share declined to 5.9% as competitors grew at a faster pace....UMC maintained fourth place with a 3.9% market share....Its market share stood at 3.2%....
[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) the combination of the two companies could potentially weaken competition in China’s enterprise SSD market...the relevant products for five years and support the entry of a third competitor into China’s eSSD market...Against this backdrop, SK hynix has also…...
[News] Chip Equipment Crunch Reportedly Pushes Lead Times to 24 Months, Giving China’s Toolmakers a Boost
3+ week, 5+ day ago (325+ words) investment in leading-edge logic, advanced memory, testing and packaging is expected to sustain equipment market...ASML, Lam Research, Tokyo Electron, and KLA, which collectively account for around 70% of the global market...times stretched, China’s equipment makers are entering a rare…...
[News] Huawei, Xiaomi Unveil New Foldables on Same Day With LogicFolding Kirin 9050 Pro, 3nm XRING O3
6+ day, 8+ hour ago (234+ words) as competition in foldable smartphones is set to intensify, with Apple also expected to enter the market...TrendForce estimates that foldables will account for around 2% of the global smartphone market in 2026...
[News] NVIDIA’s DLSS 5 Could Boost Graphics DRAM Demand, With GDDR6 Prices Reportedly Already Triple
4+ day, 7+ hour ago (281+ words) The technology could add further pressure to an already tight graphics memory market....As reported by Chosun Biz, recent price increases for selected graphics card models in the Chinese market...
[News] Unitree Sees Embodied AI ‘ChatGPT Moment’ in 2–3 Years at Earliest, Flags AI Model Limitations
3+ week, 2+ day ago (436+ words) ‘ChatGPT Moment’ in 2–3 Years at Earliest, Flags AI Model Limitations Just a day after its STAR Market...
[News] Chinese AI Chipmakers Reportedly Hike Prices on HBM Costs, Huawei 950DT Up as Much as 50%
3+ day, 22+ hour ago (461+ words) Huawei 950DT Up as Much as 50% Rising memory costs are adding pricing pressure across China’s AI chip market...advanced HBM products to China in December 2024, Chinese chipmakers have increasingly turned to grey-market...
[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) HBM prices are typically locked in through annual contracts, leaving them slower to reflect market swings...
[News] Coherent Samples 300 mm SiC Substrates for Next-Gen AI Cooling
3+ week, 8+ hour ago (275+ words) the new SiC solution achieves an approximate 25% improvement in thermal performance over current market...
[News] Intel’s Advanced Packaging, Led by EMIB-T, Set to Hit Its Stride in 2029; DRAM Manufacturing Ruled Out
2+ week, 7+ hour ago (258+ words) Hardware previously reported that Intel CEO Lip-Bu Tan had hinted at a potential return to the memory market...