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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#AMD# has joined the $1T club, and its #CPU# business could get another boost. As #Meta’s# Muse gains traction, personal AI agents may drive greater #CPU# demand, benefiting the chipmaker alongside #Intel# and Arm.💡More: 🔗
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#TSMC’s# #14A# roadmap is closing in on #Intel#. IC design sources reportedly say pilot production could kick off as early as 1Q27, while Intel’s official roadmap points to 2H27 for internal 14A products before a high-volume ramp in 2028.💡More: 🔗
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#Micron# reports earnings Sept. 30 after gross margin surged to a record 84.9% in 3QFY26. With soaring conventional memory prices fueling much of its first-half boom, can the rally last?💡More: 🔗
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China’s #MLCC# market is splitting: AI demand is keeping some high-end orders booked into 2Q27, while consumer spot prices are sliding sharply from earlier highs amid weak demand. 💡More: 🔗
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#TSMC# is speeding up its #CoWoS# push with a new “Mini-Loop” at Kaohsiung’s Baipu Industrial Park, aiming to make equipment validation 25–50% more efficient before tools enter production. 💡More: 🔗
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Chinese researchers reportedly developed a new #Quantum# Random Access Memory (QRAM) router that simplifies complex routing to cut circuit depth and errors. Tests showed up to 98% transmission efficiency.💡More: 🔗
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#CXMT# isn’t slowing down. Fresh off its LPDDR6 production ramp, the Chinese memory maker has rolled out its fifth-gen G5 DRAM platform—boosting dies per wafer by 50%+ alongside two new 24Gb LPDDR5X products.💡More: 🔗
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Is the long-awaited #Optimus# Gen 3 finally nearing production? A #Tesla# team reportedly landed in Ningbo last week, kicking off fresh supplier audits in China involving longtime auto partners including Tuopu Group, Joyson Electronics and more.💡More: 🔗
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China's #DRAM# leader #CXMT# may be eyeing a push into #NAND#, potentially taking on #Samsung#, #SKhynix# and #YMTC#. Talks with potential customers, including an AI startup, are reportedly underway.💡More: 🔗
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#Apple# is pushing #iPhone# cooling further with the 18 Pro, featuring new A20 Pro packaging and a 3× larger vapor chamber for up to 40% higher sustained performance. 💡More: 🔗
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#SKhynix# is reportedly in talks to lease part of #Intel’s# Ohio fab. With only a packaging facility under construction in Indiana, could this mark the Korean chipmaker’s first U.S. memory production? 💡More: 🔗
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🚀 With #AI# compute demand growing 5× annually, #TSMC# targets 50× computing performance by 2029 via #SoIC# and #CoWoS#. On #CPO#, the foundry giant sees silicon photonics topping 50% of optical transceivers by 2027.💡More: 🔗
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🤔 HBM4 is opening a new sourcing front beyond memory. After tapping #TSMC’s# 12nm logic dies for HBM4, #SKhynix# is reportedly eyeing #Intel# for HBM4E—potentially adding a second foundry to its logic-die supply chain.💡More: 🔗
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🔥 #Powertech# is making a NT$70B bet on panel-level AI chip packaging, with production targeted for 2027—potentially ahead of #TSMC#. Its 2027 capacity is reportedly already booked by #AMD# and #Broadcom#. 💡More: 🔗
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📈 #CXMT’s# first post-IPO earnings show a sharp turnaround: tight DRAM supply drove prices higher, pushing the Chinese memory maker into the black in 1H, while 2Q gross margin topped 87%—rivaling Micron and SK hynix.💡More: 🔗
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🚀 #Intel’s# advanced packaging business, led by #EMIB-T# and reportedly drawing interest from tech giants like Google, is said to be targeting a 40% gross margin—with each customer potentially representing a multi-billion-dollar annual opportunity.💡More: 🔗
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💥 U.S. chip tariffs could widen, reportedly hitting laptops, gaming consoles, and data center servers. While #TSMC’s# U.S.-made chips may be exempt, tariffs on finished devices might still weaken demand upstream. 💡More: 🔗
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🚀 #YMTC# is building a supply chain almost on its doorstep. 17 IC firms have reportedly signed deals worth over RMB 6B, joining the effort to build a memory-computing hub within just a 4.5-km radius of the NAND giant’s base in Wuhan’s Optics Valley.💡More: 🔗
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💥 The memory upcycle is fueling labor tensions: #Micron# Taiwan unions are reportedly eyeing a strike with ~80% support, citing a payout gap with #Samsung# and #SKhynix#. Its bonuses are reportedly just ~2.6 months’ salary. 💡More: 🔗
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🚀 #SKhynix# reportedly expects tight memory supply to persist through 2030 as it steps up U.S. expansion, breaking ground on its Indiana packaging plant on Aug. 27 and targeting #HBM4E# production at the site in 3Q29.💡More: 🔗
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