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News
[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production
16+ hour, 1+ min ago (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...
[News] China’s High-Purity Quartz Reportedly Qualifies for 300mm DRAM Production, Boosting Materials Localization
17+ hour, 39+ min ago (445+ words) trendforce.com TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] China’s High-Purity Quartz Reportedly Qualifies for 300mm DRAM Production, Boosting Materials Localization China is making further inroads into a…...
[News] Inside iPhone 18 Pro and Duo: A20 Pro Debuts as Apple’s 1st 2nm Chip in iPhone, Duo Trades RAM for Storage
4+ day, 13+ hour ago (676+ words) John Ternus took the stage for his first iPhone launch as CEO following Tim Cook’s departure, putting the iPhone Duo, and the new iPhone 18 Pro and Pro Max in the spotlight. Among the key announcements was Apple’s A20 Pro, which powers…...
[News] OpenAI Says It Is Working with Samsung on Next-Gen Chips; Ties Could Expand Beyond Memory
5+ day, 8+ hour ago (248+ words) OpenAI is pushing deeper into custom AI silicon, and Samsung may be playing a growing role in its chip ambitions. According to Reuters, Harrison Kim, General Manager of OpenAI Korea, said the two companies have made significant progress in working…...
[News] Huawei Reportedly Backs China’s DUV Drive, with 12 Systems Targeted by End-2026; SMIC Testing Underway
6+ day, 9+ hour ago (393+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Huawei Reportedly Backs China’s DUV Drive, with 12 Systems Targeted by End-2026; SMIC Testing Underway Huawei is emerging as a…...
[News] Huawei, Xiaomi Unveil New Foldables on Same Day With LogicFolding Kirin 9050 Pro, 3nm XRING O3
6+ day, 17+ hour ago (234+ words) The Kirin 9050 Pro features a nine-core CPU with one super core, two performance cores, four efficiency cores, and two small cores. Its GPU supports hardware-accelerated ray tracing and delivers a 142% increase in rendering performance, while the NPU supports what Huawei…...
[News] Samsung Reportedly Eyes In-House Silicon Photonics PIC Testing by End-2026 with TSMC-Qualified Tools
6+ day, 13+ hour ago (226+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. Samsung had outsourced PIC wafer validation to external organizations, including Belgian semiconductor research institute imec, since last year. It has…...
Foundry Market Bulletin - Sep. 7, 2026
1+ week, 9+ hour ago (106+ words) TrendForce is a professional market research institute specializing in global high-tech industries. We provide in-depth analysis reports and consulting services on semiconductors, display technologies, consumer electronics, green energy, and emerging tech such as automotive electronics, AI, and 5G. Foundry Market Bulletin…...
[News] Kioxia Reportedly to Sample CXL Modules Soon, Reaffirms Strong NVIDIA CMX Ties
1+ week, 16+ hour ago (369+ words) As AI workloads demand ever more memory, DRAM’s physical capacity ceiling is becoming the bottleneck. At a September 3rd briefing, Japan’s NAND giant detailed how its CXL memory modules expand usable memory capacity while cutting latency by over 90% versus conventional approaches,…...
[News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall
1+ week, 5+ day ago (312+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall Google has highlighted the growing “memory…...