4+ day, 2+ hour ago   (461+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Chinese AI Chipmakers Reportedly Hike Prices on HBM Costs, Huawei 950DT Up as Much as 50% Rising memory costs are adding…...

4+ day, 11+ hour ago   (281+ words) NVIDIA, already a major memory buyer through its AI accelerators, is tightening memory supply and extending its impact beyond HBM. According to Chosun Biz, the chip giant’s latest neural rendering technology, DLSS 5, is raising the performance bar for PC gaming…...

5+ day, 2+ 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…...

5+ day, 5+ hour ago   (337+ words) Looking ahead to the third quarter, consumer IC design customers are expected to maintain steady wafer starts amid concerns that mature-process capacity could remain constrained and wafer prices may rise. The seasonal ramp-up of flagship smartphones and growing production of…...

6+ day, 8+ 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…...

1+ week, 4+ 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…...

1+ week, 10+ 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,…...

1+ week, 5+ day ago   (507+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] TSMC Eyes Chip-Level Microchannel Cooling as AI System Power Could Rise 6× in Five Years As AI chip power consumption…...

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…...

2+ week, 8+ hour ago   (338+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SEMICON Taiwan Highlights AI Infrastructure, CPO; Google AI Chief Technologist to Make Asia Keynote Debut SEMICON Taiwan 2026 kicks off…...