Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on bit.ly/41O1fJl
Joined October 2010
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Jun 12
👀1Q26 top-10 foundry revenue defied seasonality, up 3.7% QoQ to a quarterly record. Foundries are preparing 2H26 price hikes as utilization recovers. How will the market respond? 💡More analysis from #TrendForce: buff.ly/C0hVhEB 🔗
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Jun 12
TSMC's #CoPoS is moving fast, and the opportunities for Taiwan suppliers are taking shape. CoPoS replaces traditional round glass carrier with a square panel format, pushing utilization rates above 75%.
More on glass material development: pse.is/977q8c 🔗
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Jun 12
🚀 Modern Warfare Is Now Unmanned, Asymmetric, and Cross-Domain
Low-cost UAV swarms are neutralizing expensive platforms. AI-driven autonomous navigation is replacing manual targeting. Single-function systems are giving way to swarm coordination and precision strike. The demand pivot is already rewiring defense procurement, chip sourcing, and supply chains.
Map the defense tech transformation 👉 buff.ly/RzfJsFF
#TrendForce #SelectedTopics
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Jun 12
🚀 #Micron could be making another major move as it accelerates its New York mega fab buildout. Bechtel—best known for Intel’s Ohio semiconductor campus—has been selected to lead construction on the $50B project.💡More: buff.ly/PGpwCQM 🔗
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Jun 12
🚀 Elon Musk took the virtual stage at #ASML's tech conference this week to outline #Terafab, a reported US$55B Texas chip fab—with the Dutch company's #EUV monopoly positioning it as a key supplier. 💡More: buff.ly/7W85bJr 🔗
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Jun 12
An important bottleneck may be forming in advanced AI chips and high-layer 3D NAND stacking, as #tungsten hexafluoride (WF₆)—a key gas for tungsten film deposition—surges amid tight supply.
Jun 12
📈 #Tungsten hexafluoride (WF₆)—a key gas for tungsten film deposition—reportedly surged over 200% MoM in China in April. With Japanese suppliers set to halt output from July, could #DRAM & #NAND capacity expansion tighten further?💡More: pse.is/9778qj 🔗
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Jun 12
🤔 While H200 shipments remain constrained, #NVIDIA may be carving out a new route into the market: its #Vera CPUs are reportedly open for orders and could arrive within months, with multiple Chinese customers already showing interest.💡More: pse.is/9776uk 🔗
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Jun 12
🚀 #China's curbs are accelerating alternatives. Niron Magnetics' #rareearth free magnets may debut this year, while ZF Friedrichshafen is developing a magnet-free EV motor. Is the industry nearing a turning point?💡More: pse.is/9772aa 🔗
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Jun 12
👀 Tesla, NVIDIA, ... and now #Google? #Samsung Foundry is reportedly in talks to manufacture the #2nm memory I/O die for Google's next-generation TPU.💡More: pse.is/976tse 🔗
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Jun 12
🤔The race to 400-layer NAND is reaching a critical tipping point, and memory giants like #Samsung, #SKhynix, and #Kioxia are pulling out all the stops.
Jun 12
🔎 #NAND makers are racing toward the 400-layer era, with bonding technologies such as #Samsung’s W2W and #Kioxia’s CBA taking center stage, while #SKhynix is reportedly betting on molybdenum to push scaling further. 💡More: pse.is/9752nr 🔗
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Jun 11
🚀 AI agents are pushing #eSSD beyond storage into computing. Can suppliers leverage high-layer QLC technology to offer a cost-effective alternative to DRAM?💡More analysis from #TrendForce: buff.ly/dufHNUq 🔗
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Jun 11
🚀 #TSMC's advanced packaging bottleneck is pushing partners to expand. #ASE subsidiary SPIL just acquired a new plant in Taiwan for NT$2.8B, as it moves to capture spillover demand. 💡More: buff.ly/BKiA4AN 🔗
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Jun 11
🚀 #AppliedMaterials just opened a $500M campus in Singapore, as part of its plan to nearly double global capacity — and expects 30% semiconductor business growth this year and beyond. 💡More: buff.ly/Tefl6u3 🔗
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Jun 11
🤔 South Korea's chip story is becoming one of value over volume. Export volume dropped 11.9% YoY, yet revenue surged more than 2.7x as demand for high-priced #HBM continued to grow. 💡More: pse.is/973s3a 🔗
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Jun 11
🤔 #NVIDIA's RTX Spark packs a MediaTek-designed Arm-based CPU and 6,144 CUDA cores — but will that core count come at a steep price, or push thermal limits? 💡More: pse.is/96zkpb 🔗
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Jun 11
👉 #SKhynix ramps up capacity plans again — wafer output now set to triple by 2034, after only recently targeting a doubling by 2030.
Jun 11
🚀 Doubling capacity in 5 years is not enough: #SKhynix now targets 3x wafer output by 2034, reportedly accelerating the timeline by ~10 years, while also moving closer to 375-layer #NAND production. 💡More: pse.is/9723hq 🔗
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Jun 11
👀 #Microsoft is reportedly cutting 200–400 Azure jobs in #China, marking its third downsizing round in the country in two years. Some affected employees may also have the option to relocate to Canada.💡More: pse.is/96zg5q 🔗
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Jun 10
🔥 AI servers are driving a new wave of LPDRAM demand beyond smartphones. With supply meeting only about 60% of NVIDIA's needs, how will next-gen hardware specs adapt? 💡More analysis from #TrendForce: buff.ly/t865f7X 🔗
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⚛️ AI 2.0 Era Has Begun.
2nm GAA and CoWoS are redefining AI inference performance, but the bigger shift is structural. Inference demand is fueling ASIC growth, and CSPs are building proprietary architectures with co-optimized hardware-software stacks to reclaim computing supremacy. Who controls the full stack controls the outcome.
Decode the 2026 AI chip inflection point 👉 buff.ly/PRru79F
#TrendForce #SelectedTopics
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