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TrendForce, a world leading market intelligence provider, covers various research sectors including DRAM, NAND Flash, SSD, LCD display, LED, green energy and PV. The company provides the most up-to-date market intelligence, price survey, industry consulting service, business plan and research report, giving the clients
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News
[News] SanDisk Reportedly Hunts for HBM, LPDDR Talent in Korea as AI Memory Race Heats Up
23+ hour, 36+ min ago (318+ words) A new contender is entering South Korea’s already fierce chip talent war. According to Newsis and EDAILY, U.S.- headquartered NAND and SSD maker SanDisk is hiring across multiple roles in the country, with expertise in key memory technologies such as…...
[News] NVIDIA’s First Investment in a Taiwan-Listed Firm in Spotlight: What the MediaTek Deal Means for the AI Race
1+ week, 6+ day ago (411+ words) The five-year bonds carry a 0% coupon rate and have an initial conversion price of NT$4,513.75 per MediaTek share, representing a 15% premium to the closing price on the pricing date, Commercial Times notes, adding if all bonds are converted at the…...
[News] Intel Unveils Three AI Architectures at Hot Chips 2026, Diamond Rapids Taps In-House 18A-P and Packaging
2+ week, 6+ day ago (451+ words) [News] Intel Unveils Three AI Architectures at Hot Chips 2026, Diamond Rapids Taps In-House 18A-P and Advanced Packaging TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Intel Unveils…...
[News] NVIDIA’s Reported 15% Server Hike Boosts Samsung, SK hynix, With HBM Prices Potentially Up 50%+ in 2027
2+ week, 6+ day ago (228+ words) The pricing momentum is expected to span the full HBM lineup, from HBM3e to HBM4 and HBM4e, Bloter suggests. UBS, cited by the report, offers an even more bullish outlook, saying HBM4 and HBM4e pricing is proving much stronger than initially expected and projecting 2027 HBM…...
[News] SK hynix Unveils CPO Roadmap, Looks Beyond HBM to AI Infrastructure
3+ week, 4+ day ago (303+ words) SK hynix is moving from a memory supplier to a bigger role in the AI infrastructure. According to the company, it has teamed up with leading researchers worldwide to lay out a roadmap for co-packaged optics (CPO) in the journal…...
[News] NVIDIA Vera Rubin Spillover from HBM to NAND: CMX Fuels TLC Spot Price Rebound from June Dip
3+ week, 6+ day ago (466+ words) As NVIDIA’s Vera Rubin ramps up, its memory impact is extending beyond HBM into NAND. Alpha Economy reports that stronger Rubin production is tightening TLC NAND supply-demand, with the 512Gb TLC NAND spot price rebounding from its June dip to $21.125 on…...