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trendforce. com > presscenter > news > 20260612-13095. html

Strong AI Demand and Early Consumer Electronics Inventory Build Drive Top 10 Foundries to 3. 7% Qo Q Revenue Growth in 1 Q26, Says Trend Force

3+ hour, 24+ min ago  (609+ words) Trend Force's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1 Q26. Meanwhile, TV and PC/notebook supply chains accelerated production schedules and increased inventory levels for peripheral ICs, prompting foundries…...

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Trend Force
trendforce. com > news > 06/12/2026 > news-the-race-to-400-layer-nand-roadmaps-and-key-technologies-driving-samsung-sk-hynix-and-kioxia

[News] The Race to 400-Layer NAND: Roadmaps and Key Technologies Driving Samsung, SK hynix, and Kioxia

47+ min ago  (808+ words) As SK hynix reportedly targets mass production of 375-layer NAND by year-end, according to The Elec, the 400-layer threshold is increasingly seen as a key technical frontier in advanced NAND scaling. Against this backdrop, ET News notes that Samsung began…...

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Trend Force
trendforce. com > news > 06/12/2026 > news-samsung-reportedly-in-talks-for-google-2nm-tpu-io-die-order-2028-mass-production-eyed

[News] Samsung Reportedly in Talks for Google 2nm TPU I/O Die Order; 2028 Mass Production Eyed

53+ min ago  (389+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Samsung Reportedly in Talks for Google 2nm TPU I/O Die Order; 2028 Mass Production Eyed Google is reportedly…...

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Trend Force
trendforce. com > news > 06/11/2026 > news-south-korea-chip-export-volume-falls-yet-revenue-surges-may-dram-370-nand-207

[News] South Korea Chip Export Volume Falls Yet Revenue Surges; May DRAM +370%, NAND +207%

20+ hour, 36+ min ago  (295+ words) Rising memory prices are creating an unusual divergence in South Korea's semiconductor export data. As noted by Seoul Economic Daily, export revenue is rising sharply even as export volume by weight declines, highlighting growing demand for lightweight, high-value chips such…...

Trend Force
trendforce. com > presscenter > news > 20260611-13092. html

AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterprise SSD Brands Post Record US$18. 46 Billion Revenue in 1 Q26, Says Trend Force

1+ day, 4+ hour ago  (448+ words) Trend Force's latest analysis of the enterprise SSD market reveals that rapid adoption of AI Agent services and strong procurement demand from CSPs drove enterprise SSD revenue to another record high in 1 Q26. Industry revenue surged 86. 1% Qo Q, surpassing US$18. 46 billion....

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Trend Force
trendforce. com > news > 06/11/2026 > news-nvidia-rtx-spark-packs-6144-cuda-cores-can-it-balance-performance-battery-life-and-cost

[News] NVIDIA RTX Spark Packs 6, 144 CUDA Cores; Can It Balance Performance, Battery Life, and Cost?

1+ day, 5+ hour ago  (487+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] NVIDIA RTX Spark Packs 6, 144 CUDA Cores; Can It Balance Performance, Battery Life, and Cost? NVIDIA officially unveiled…...

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Trend Force
trendforce. com > news > 06/10/2026 > news-taiwan-reportedly-mulls-tighter-ai-chip-export-rules-on-china-beyond-huawei-raising-risks-for-server-makers-like-foxconn

[News] Taiwan Reportedly Mulls Tighter AI Chip Export Rules on China Beyond Huawei, Raising Risks for Server Makers

1+ day, 23+ hour ago  (230+ words) As Washington continues to tighten restrictions on AI chip exports to China and related entities, its allies are also considering similar steps. According to Bloomberg, Taiwan is weighing significantly stricter controls on AI chip shipments to China in a move…...

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Google News
trendforce. com > news > 06/10/2026 > news-chinas-prinano-claims-8-inch-photonic-chip-mass-production-using-nanoimprint-tech-bypassing-duv-lithography

[News] China's Prinano Claims 8-inch Photonic Chip Mass Production Using Nanoimprint Tech, Bypassing DUV Lithography

2+ day, 31+ min ago  (212+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. Tom's Hardware further notes that conventional semiconductor manufacturing typically relies on DUV or EUV systems, which use light…...

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Trend Force
trendforce. com > news > 06/09/2026 > news-apple-foldable-takes-shape-as-ios-27-introduces-features-for-flexible-displays-smart-glasses-plans-also-emerge

[News] Apple Foldable Takes Shape as i OS 27 Reveals Flexible-Display Support; Smart Glasses Plans Also Emerge

2+ day, 17+ hour ago  (306+ words) Bloomberg notes that code strings found in hidden files within the first developer beta of i OS 27 reportedly reference whether a device is folded or unfolded. Several user-facing features in i OS 27 also appear designed with larger, flexible displays in…...

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Trend Force
trendforce. com > research > download > RP260608 BK

MLCC Market Bulletin - Jun. 8, 2026

3+ day, 19+ hour ago  (178+ words) Strong AI demand concentrates high-end MLCC specifications while weak consumer electronics shift capacity toward AI servers. CSP custom ASICs trigger frequent design changes, tightening supply and extending lead times. Structural imbalance intensifies in the second half, elevating shortage risks by…...

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