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Aktuelle News von TrendForce

  • 24 h
  • letzte 200 News
ZeitAktuelle Nachrichten
06.05.TSMC Reportedly Upgrades Central Taiwan 28/22nm Fab to 4nm; Phase 2 1.4nm Trial Production May Start 3Q27
06.05.AMD Lifts Server CPU Outlook to 35%+ CAGR, $120B by 2030; Warns on Memory-Driven PC, Gaming Weakness
06.05.CCL Market Tightens as Korea Import Prices Reportedly Rise 74.5% YoY; Suppliers Expand on AI Demand
06.05.Google TPU Push Reportedly Meets Cautious Early Adoption from AI Infrastructure Providers
05.05.JSR Reportedly Plans First Taiwan Production Plant to Supply Advanced EUV Photoresists to TSMC
05.05.Intel Reportedly Scales EMIB Expansion in U.S., Vietnam, with Taiwanese Tool Orders Set for 2H26 Delivery
05.05.Apple Reportedly Eyes Samsung, Intel U.S. Foundry for Core Chips Amid TSMC Constraints, Supply Diversification
05.05.Memory Makers Reportedly Tap Substrate Suppliers for DDR6 Prototypes; Commercialization May Start 2028-29
05.05.SanDisk Long-Term Deals Gain Scale: Over One-Third of FY27 Bits Reportedly Locked, 50% in Sight; HBF Advances
05.05.Applied Materials to Acquire ASMPT NEXX for $120M, Expanding Panel-Level Advanced Packaging Portfolio
05.05.ASE, Powertech, KYEC CapEx May Hit NT$370B This Year as AI Drives Record OSAT Investment
04.05.Micron Says AI Still in Early Stage as Memory Demand Reportedly Seen Exceeding 50% of Total Market This Year
04.05.Kioxia, SanDisk to Demonstrate QLC NAND Using Multi-Stacked Cell Architecture, Targeting 1,000+ Layers
04.05.Samsung, SK hynix Deepen LTAs as Buyers Pay Premiums to Secure Supply, May Drive Memory Prices Higher
04.05.Intel's EMIB Reportedly Gains Traction at Google, Meta; Yields Said to Reach ~90% Milestone
04.05.China Unveils First GaN Magnetic Encoder Chip for Humanoid Robot Joints
04.05.Japan's Toilet Maker TOTO Reportedly Sees Ceramics Margins Exceed 40% as It Rides NAND and AI Chip Demand
01.05.Samsung Foundry Reportedly Wins Optical Module Order, Steps Up Silicon Photonics and CPO Drive
01.05.Behind TSMC's High-NA EUV Deferral: Low-NA Stays Strong, Customer Landscape Shifts, and ASML Quietly Pivots
30.04.MediaTek Reportedly Doubles 2026 AI ASIC Revenue Target to $2B, Aims 10-15% Market Share
30.04.Qualcomm Reportedly to Supply Custom Chips to a Hyperscaler in December Quarter, Expands Data Center Push
30.04.Rapidus 2025 Financials Unveiled: Posts JPY 375M Loss; Assets Surge to JPY 749.5B on Rising Liabilities
30.04.Intel, SoftBank Reportedly to Unveil ZAM-Based HB3DM in June, Bandwidth More Than Double HBM4
30.04.Samsung's DS Division Tops NVIDIA With 65.7% Operating Margin, Driving 93.8% of 1Q26 Profit
30.04.World's First AI Silicon Photonics Chip Listed Company Officially Goes Public