News
Memory Price Surge Disrupts Supply Chain; Global Smartphone Panel Shipments Forecast to Fall 7.3% in 2026, Says TrendForce
1+ hour, 18+ min ago (249+ words) TrendForce's latest research on smartphone panels reveals that shortages and rising memory prices'one of the most costly components in smartphones'are reshaping brand shipment strategies for 2026 and weakening panel demand." Global smartphone panel shipments are projected to reach 2.14 billion units in…...
[News] South Korea Steps Up Push for Next-Generation Power Semiconductors
1+ hour, 59+ min ago (265+ words) [News] South Korea Steps Up Push for Next-Generation Power Semiconductors'TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] South Korea Steps Up Push for Next-Generation Power Semiconductors South…...
[News] Tesla Reportedly Weighs Doubling AI6 Output, May Add Samsung Orders Ahead of Executive Talks
1+ day, 44+ min ago (278+ words) Tesla is reportedly exploring plans to expand production of its AI6 chip, a move that could lead to additional orders for Samsung. According to The Elec, industry sources say senior Tesla procurement executives are expected to visit Samsung Electronics this week…...
[News] Inside Look at Micron’s Newly Opened Sanand Plant: 10% of Global Output, Key Products and Clients
1+ day, 1+ hour ago (627+ words) With the launch of Micron's semiconductor assembly and test facility in Sanand, Gujarat on February 28, India has formally stepped onto the global memory map. Below are key highlights of the new plant, its role in Micron's worldwide operations, and why…...
[News] Asia’s Chipmakers Reportedly Eye $136B Spend in 2026, Up 25% YoY, Spanning Foundry and Memory
1+ day, 2+ hour ago (569+ words) Fueled by soaring demand for AI chips, memory, and logic processors, Asia's top chipmakers are ramping up their 2026 capital spending. Nikkei and TrendForce report that leading semiconductor firms across South Korea, Taiwan, Japan, and China plan to invest over $136 billion…...
[News] SOCAMM War Heats up: Micron Ships 256GB SOCAMM2 Samples, Topping Industry Capacity
1+ day, 6+ hour ago (197+ words) Shortly after confirming that it had begun sampling its 192GB SOCAMM2 last October, Micron has moved a step further. According to a new press release, the company has started shipping customer samples of a 256GB SOCAMM2 " currently the highest-capacity LPDRAM module in the industry....
[News] Intel Unveils Xeon 6+ Clearwater Forest at MWC with 18A Chiplet Design and Foveros Direct 3D
1+ day, 22+ hour ago (191+ words) VideoCardz.com reports that Intel positions Xeon 6+ under its "AI-ready network" initiative at MWC, highlighting live-network AI inference and the shift from 5G to 6G. Wccftech, on the other hand, suggests the Clearwater Forest family could hit the market by 2027. Notably, the…...
AI Server Storage Demand Surges; Top Five NAND Flash Suppliers Post 23.8% QoQ Revenue Growth in 4Q25, Says TrendForce
2+ day, 2+ hour ago (361+ words) The global NAND Flash industry continued to benefit from AI infrastructure build-outs in 4Q25, according to TrendForce's latest research. All in all, the combined revenue of the top five NAND flash suppliers sharply rose 23.8% QoQ to US$21.17 billion. The primary growth…...
[News] Delay at Samsung’s Taylor Reportedly Slips Mass Production to 2027, Raising Concerns for Tesla
2+ day, 4+ hour ago (313+ words) As Samsung accelerates fab approvals and equipment installations, questions are emerging about the pace of mass production at the Taylor plant. Korea JoongAng Daily reports that the start of full-scale production at Samsung's Texas facility is now expected to slip…...
[News] Only 1nm, Record-Low Power Consumption: Peking University Team Achieves Chip Breakthrough
3+ day, 4+ hour ago (214+ words) The Qiu'Peng team at Peking University has proposed a novel "nanogate ultra-low-power ferroelectric transistor" architecture for the first time. By ingeniously engineering the device structure of ferroelectric memory and introducing a nanogate-induced electric field concentration effect, the researchers developed a…...