NEWS
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Live insights on semi and AI, tailored for global investors and industry players. Hosted by @trendforce, streaming weekdays and available on LinkedIn and FB.
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👀 #TSMC#'s COUPE on Substrate tech is expected to hit mass production in 2H26 — and if #CPO# gains traction in AI servers, #NVIDIA# may look to lock in high-end substrate capacity early via long-term deals. 💡More: 🔗
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👀 YC Chem reportedly became the first to supply #photoresists# for #glasssubstrates#, with the customer moving toward mass production by year-end. Talks with more than three firms are said to be underway. 💡More: 🔗
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📈 Memory price surge confirmed in earnings: #Samsung# Electronics reported 1Q26 memory ASP up 146% vs 2025 avg, while #SKhynix# flagged mid-60% DRAM ASP QoQ gains with stronger NAND increases.💡More: 🔗
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🤔 With attention on the Trump–Xi meeting, trade restrictions are back in focus. #China’s# #rareearth# export value reportedly fell 17% between Apr. 2025 and Mar. 2026. How are supply chains responding? 💡More: 🔗
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📈 Japanese memory giant #Kioxia# is riding the memory price upswing, with 4QFY26 margins surging to 66%, sharply up from 47% for full-year FY26. The company also expects April-quarter net profit to jump 48x year-on-year to ¥869 billion.💡More: 🔗
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🚀 #Samsung# is reportedly working on next-gen mobile #HBM# packaging using ultra-high-aspect-ratio copper pillars and FOWLP, with bandwidth gains said to reach 15%–30%.💡More: 🔗
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📢 Packaging is emerging as a key growth driver for #AppliedMaterials#, with the company targeting >50% growth in 2026. Semiconductor equipment is also seen rising >30% YoY, supported by strength in memory tools led by DRAM wiring.💡More: 🔗
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👀 #SMIC# saw smartphone-related revenue share fall to 18.9% in Q1, down from 24.2% a year earlier and the lowest since 2021. Are memory headwinds hitting China’s top foundry? 💡More: 🔗
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🚨 Japan’s power semiconductor integration still a long way to go? #Rohm# reportedly says talks with #Toshiba# and #MitsubishiElectric# are taking longer, as negotiations over fab integration, R&D resources, and strategic control prove complex.💡More: 🔗
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🔥 #TSMC# sees the global chip market topping US$1.5T by 2030 and is positioning for a major share, with its #2nm# and A16 chips projected to grow at a 70% CAGR through 2028. 💡More: 🔗
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👀 China’s #GaN# RF players posted strong Q1 growth while #SiC# firms struggled, with SICC reporting a 10.4% YoY revenue decline. What’s driving the growing divide in the country’s wide-bandgap chip market?💡More: 🔗
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📈 As memory supply tightens into 2027, Japanese consumers may be among the hardest hit, with #SSD# prices reportedly surging across PC retailers—led by #Samsung#, where certain flagship 9100 Pro models are said to have jumped as much as 300%.💡More: 🔗
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👀 #SKhynix# CEO is reportedly meeting Bill Gates at #Microsoft’s# CEO Summit as the Korean memory maker deepens its role in the tech giant’s custom chip push beyond NVIDIA.💡More: 🔗
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RT @trendforce: 【Wait-and-See Sentiment Drags NAND Spot Market to a Lull, Further Price Softness Likely】
The spot market carries on from l…
【DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand】
This week, the DRAM spot market saw overall trading conditions improve following holidays in certain regions. Buyers’ purchasing attitudes have become more proactive, with demand concentrated on DRAM suppliers’ DDR4 512x16 and 1Gx16 chips. Willingness to follow through with actual purchases increased, while sellers became more reluctant to sell and raised their asking prices. The mainstream chip DDR4 1Gx8 3200MT/s increased 0.94% in price this week (rising from US$32.0 to US$32.3).
📷 Related news: 🔗
📷 For more on DRAM Price: 🔗
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💻 #Googlebook# chip lineup is taking shape—and #Intel# is officially in. However, Team Blue isn’t alone, with #Google# also said to be working with #Qualcomm# and #MediaTek# on the broader silicon mix and hardware standards.💡More: 🔗
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👀 #Samsung# is quietly rebalancing its #MicroLED# strategy — maintaining near-term investment while focusing more on profitability, with wearables and AR/VR reportedly emerging as its next big bet. 💡More: 🔗
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🔥 MLC #NAND# is rapidly fading as major players exit or cap output, tightening supply and driving prices sharply higher. #Samsung# is reportedly shutting down its last 2D NAND line at Hwaseong, with final shipments expected in June.💡More: 🔗
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🔥Iran-linked disruptions are reportedly pushing key industrial resin ingredients up more than 40% since March, continuing to pressure #CCL# prices — a critical material for #AI# #GPU# and ASIC #PCBs#.💡More: 🔗
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📈 #TexasInstruments# has flagged July price hikes, with industry pointing to 5–15% increases in select products. Beyond auto and industrial recovery, AI—driven by 800V HVDC, GPU clusters, and liquid cooling—is rapidly lifting power demand.💡More: 🔗
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