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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👀 AI servers can require up to 440,000 high-end #MLCCs# per cabinet, with suppliers including #Samsung# Electro-Mechanics pushing price hikes of up to 30%. Are passive components becoming the next supply chain bottleneck?💡More: 🔗
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📈 China's #CXMT# is reportedly eyeing a second 12-inch #DRAM# fab in Beijing, seeking at least RMB 60M in funding. Could its expansion reshape the memory market dominated by #Samsung#, #SKhynix#, and #Micron#?💡More: 🔗
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📢 Six months after teaming up with #SanDisk#, #SKhynix# unveils the first #HBF# standard: up to 512GB capacity, 0.4–3.0TB/s bandwidth, and early backing from #Google# DeepMind and Tenstorrent for a new AI memory ecosystem.💡More: 🔗
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🚀 #Kioxia# is stepping up its AI #NAND# push, with BiCS 10 now in mass production and PCIe 6.0 and UFS 5.0 solutions set to follow later this year. Will this strengthen its position against #Samsung# and #SKhynix#? 💡More: 🔗
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📈 #Samsung# Foundry’s revival is being unexpectedly fueled by memory. Strong demand for 4nm-based HBM4 base dies is lifting utilization, with Samsung reportedly aiming for 100% by year-end, up from 70–80% currently.💡More: 🔗
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🔥 Fueled by orders from customers including NVIDIA and AMD, #TSMC#'s 3nm could reportedly reach 180K wafer starts/month 2–3 months ahead of market expectations, while 2nm remains on track to approach 100K by year-end.💡More: 🔗
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👀 Zhongji Innolight, a leading supplier of #AI# optical transceivers, raised HKD 53.41B in Hong Kong's largest #IPO# of 2026, marking the city's biggest listing in seven years. 💡More: 🔗
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🔎 Kumamoto’s chip fabs are gradually coming back online after the M7.1 quake on July 28. #TokyoElectron# and #Sony# have announced restart plans, while #TSMC’s# JASM may need a little more time before resuming operations.💡More: 🔗
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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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