Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on https://xitter.cf/t.co/FHEud9jhQd
Taipei City, Taiwan
Joined October 2010
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AI data centers are fueling optical fiber demand, with a global supply shortfall of 180 million fiber-kilometers expected in 2026. As spot prices rise, how will chipmakers and telecom operators respond?💡More analysis from #TrendForce: buff.ly/t1YfYXp 🔗
#NVIDIA is betting on a monolithic die design for its Vera #CPU. The company claims 1.5× the performance of Grace and up to 2× that of x86 processors on agentic workloads.💡More: buff.ly/D3pbsj5 🔗
Hyperscalers are already locking in HDD supply for 2028, yet still expect a shortage.
HDD lead times remain at 50 weeks vs. 16 weeks in a balanced market. (1/2)
There’s more to watch beyond HDD this week. 4Q26 eSSD price talks are underway, DRAM module constraints are intensifying, and T-glass capacity expansion is in focus as ABF lead times remain long.
Full read: Weekly Radar 006
insights.trendforce.com/p/we… 🔗
(2/2)
TrendForce retweeted
#Google’s TPU v9, involving #MediaTek, could face delays, with shipments potentially slipping to 1Q28. Meanwhile, #ByteDance may purchase data center chips from MediaTek. What other Taiwanese firms are riding the AI #ASIC wave?💡More: pse.is/9rrmlz 🔗
LPDDR today, HBM tomorrow? #Micron sees HBM potential in future humanoids as increasingly sophisticated AI models drive bandwidth needs beyond what LPDDR can deliver.
Humanoids: memory’s next big growth engine? #Micron sees future robots needing 200GB DRAM + 4TB storage—and is developing EIM for physical AI, with production reportedly expected in 2H28.💡More: pse.is/9rrc89 🔗
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#Huawei is betting on the Tau Scaling Law and LogicFolding to boost chip performance, bringing the technology to its Kirin 9050 Pro. But a Huawei scientist says #EDA tools remain the biggest hurdle. 💡More: pse.is/9rmzmt 🔗
👀 #NVIDIA reportedly wants #TSMC’s 3nm base dies for #NVHBM. But does that mean #Samsung is giving up on its own foundry? Not quite.
TrendForce retweeted
#Memory prices are so high, reportedly rising by up to RMB 500 per unit, that some Chinese phone makers are turning to chips salvaged from discarded phones via Shenzhen’s Huaqiangbei.💡More: pse.is/9rmwns 🔗
CXMT Accelerates 4F² DRAM Push, Eyes Year-End Server DDR5 RDIMM Launch.
📰 News Source: buff.ly/OJ0wYZE
#Apple reportedly plans to skip the M6 Pro, Max, and Ultra and jump straight to M7, with the M7 Ultra targeted for 1H28. A 2027 Mac Studio refresh looks unlikely, while OLED #MacBook Pros may retain M5 Pro and Max chips.💡More: buff.ly/UJDc4We 🔗
👀 Beyond the eye-popping capex forecasts, what else caught analysts' attention? From 2nm and CoWoS to pricing power and margins, here’s what matters for #TSMC.
#TSMC is gearing up for a massive spending spree! After signaling sharply higher capex over the next 3 years, foreign brokerages now see capex hitting US$80–85B in 2027, up from US$60–64B in 2026. UBS goes even further, eyeing US$105B in 2028!💡More: pse.is/9rg8bn 🔗
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#SKhynix unveils its ultra-lightweight H-TPU for #SSD controllers, using just 4% of a conventional CPU core’s area and 2.5% of its power. Designed to ease storage bottlenecks, the architecture may also support future #HBF applications.💡More: pse.is/9rehjr 🔗
RT @NEWS2082680: #Tesla takes flight: CEO Elon Musk said "what you see with your eyes, you will not believe" before #SpaceX thrusters lifte…
TrendForce retweeted
A South Korean chip engineer fired back at Musk’s “extortionate” memory pricing jab, accusing #Tesla of squeezing #Samsung on AI5/AI6 foundry prices, demanding fab access, and poaching talent for #Terafab from Samsung’s Texas plant.💡More: pse.is/9rf5jp 🔗
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Could #UMC lose its exclusive hold on Samsung’s Galaxy OLED display chips? Amid tightening mature-node capacity, #Samsung is reportedly eyeing #GlobalFoundries as a second DDI supplier, with adoption possible as early as late 2027.💡More: pse.is/9reb8g 🔗
