TrendForce
@trendforce
Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on
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AI data centers are fueling optical interconnect demand! #VCSEL# sales are projected to hit 650 million units by 2031, growing at a 38% CAGR from 2025 to 2031 as major players race to seize opportunities.💡#TrendForce# on optical communications and NPO: 🔗
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Global notebook shipments may fall by low single digits in 2027. #CPU#, #DRAM#, and #SSD# made up 68% of notebook BOM costs in 3Q26, potentially pushing the decline to high single digits if costs are passed on to consumers.💡More analysis from #TrendForce#: 🔗
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#Microsoft# is bringing more AI power directly to PCs with its #NVIDIA# RTX Spark-powered Surface Laptop Ultra. But rising memory costs are complicating the push for cheaper on-device AI, with prices ranging from $2,599 to $5,899.💡More: 🔗
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AI chip spending is driving a debt financing boom. #Broadcom# is reportedly exploring funding for #OpenAI# and backing a $60 billion package for Anthropic, while #SpaceX# is said to be seeking $40 billion for #NVIDIA# chips.💡More: 🔗
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#TSMC#'s Q3 cumulative revenue hit a record NT$1.49 trillion, up 50% YoY, above the top of July guidance. September sales were NT$511.86 billion, down 0.6% MoM but up 54.6% YoY. 💡More: 🔗 $TSM
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#AI# chips are driving up testing demand. Taiwan #OSAT# Sigurd says customers are locking in long-term deals, with some memory players even paying premiums to secure capacity. 💡More: 🔗
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#TSMC# is heading into next week’s earnings call on a high note! Q3 revenue surged 50% YoY to a record NT$1.49 trillion, beating its own guidance as booming AI demand and fresh smartphone launches fueled growth💡More: 🔗
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#TSMC# has reportedly been considering building fabs in Texas and participating in #Tesla’s# #Terafab# project. However, #TrendForce# expects TSMC to remain focused on expanding its manufacturing footprint in Arizona, where it plans to build a total of 12 fabs, given the importance of an established supply chain ecosystem. Meanwhile, its collaboration with Tesla is expected to remain limited to foundry production of AI5 and AI6 chips.
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#Micron#'s Taoyuan union won the right to #strike#, with 88.3% of all 2,258 members voting yes. Both #Taoyuan# and #Taichung# unions demand an extra FY2026 bonus and a 15% operating profit IPP from FY2027. Taichung mediation is set for 2026/10/22. 💡More: 🔗 $MU
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📈 #Samsung’s# 3Q26 guidance implies an operating margin of nearly 55%.
#Samsung’s# memory boom hits another milestone: 3Q26 operating profit is projected to soar nearly 800% YoY to a record KRW 107.4 trillion, already eclipsing its entire 2025 profit.💡More: 🔗
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#Samsung#'s preliminary Q3 operating profit is KRW 107.4 trillion, up 782.5% YoY. If confirmed, it would be the first Korean company to top KRW 100 trillion in a quarter. Revenue: KRW 195 trillion; full results due this month. 💡More: #Memory#
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Labor tensions rise at #Micron# Taiwan as memory prices soar. 88.3% of Taoyuan union members backed a strike, while Taichung could hold its own strike vote if Oct. 22 talks fail.💡More: 🔗
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#Huawei# says Ascend has overtaken #NVIDIA# in China by market share, while demand for its AI chips continues to outstrip supply. And on AI interconnects, Huawei is taking a different path: NPO (near-packaged optics) over CPO, with costs nearly 40% lower.💡More: 🔗
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#TSMC# says CPO can deliver 4X the energy efficiency of copper. OOI pushes that to 10X.
As CPO moves toward broader deployment, OE shipments are expected to grow significantly in 2027–2028, putting FAU coupling equipment in focus. Who’s in the race? 🔗
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Home to #Micron’s# biggest memory rivals, South Korea could also emerge as a winner from its boom. As Micron ramps HBM with most of its 2027 bit supply already locked in at higher prices, Korean suppliers like Hanmi Semiconductor could ride the wave with it.💡More: 🔗
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#Intel# will stay involved in Tesla's #Terafab#, says CEO Lip-Bu Tan, even as Musk reveals talks with #TSMC# about potentially collaborating on the project. How will the plan evolve?💡More: 🔗
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【Weak Demand, High Inventories at Module Houses Weigh on NAND; 512Gb TLC Spot Prices Fall Nearly 3%】
Transaction volumes remain sluggish in the spot market, as the largest buyer, module houses, continue to face weak demand and elevated inventory levels. Sellers have come to realize that even offering price concessions may not generate additional demand, causing prices to stay in a consolidation phase with limited movement. Spot prices of 512Gb TLC wafers dropped by 2.90% this week (October 5), arriving at US$18.833.
📷 Related news: 🔗
📷 For more on #NAND# Price: 🔗
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【DRAM Spot Prices Move Sideways as Holidays, Month-End Effects Curb Trading; Mainstream DDR4 Holds Flat】
Consistent with last week, regional holidays and end-of-month effects dampened inquiries and quotation activities in the DRAM spot market, leading to sluggish trading. Chip spot prices on the whole are moving sideways. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has not changed from last week and is holding steady at US$ 46.32 (October 6).
📷 Related news: 🔗
📷 For more on #DRAM# Price: 🔗
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#Samsung’s# record streak may not be over yet.
KRW 100T+ profit. Nearly KRW 200T revenue. A fourth straight record quarter in sight for 3Q26.
Another record quarter in sight for #Samsung#: Ahead of its 3Q26 preliminary results tomorrow, consensus sees operating profit at KRW 105–106T—crossing KRW 100T for the first time, versus ~KRW 77T for SK hynix.💡More: 🔗
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#SKhynix’s# #Solidigm# is reportedly expanding Taiwan data center #SSD# production with another ODM site, with shipments starting in December. The move targets booming AI demand and closer ties with Taiwan’s server giants. 💡More: 🔗
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