1+ day, 20+ hour ago   (368+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SK hynix Reportedly Hires for 3D-Stacked DRAM-on-Logic With a U.S. Customer; Targets On-Device AI SK hynix is reportedly stepping up…...

1+ day, 20+ hour ago   (440+ words) As NVIDIA expands its AI infrastructure roadmap with Rosa, a data center CPU designed for agentic AI workloads beyond Vera, AMD is stepping up its CPU roadmap as well. At Advancing AI 2026 on July 23, AMD revealed that its next-generation Zen…...

2+ day, 3+ hour ago   (227+ words) On July 17, HKC announced that it had signed a cooperation agreement with the Administrative Committee of the Shaoxing Area of the Hangzhou–Shaoxing Airport Economic Integration Demonstration Zone to develop an advanced semiconductor packaging and testing project. The company plans…...

1+ day, 23+ hour ago   (501+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] AMD Unveils MI455X Targeting Nvidia Rubin; TSMC 2nm, CoWoS-L Demand Seen Rising AMD unveils its sixth-generation EPYC 9006 server CPU and Instinct…...

2+ day, 17+ hour ago   (295+ words) Demand for server CPUs is rising alongside the rapid expansion of AI data centers. According to Reuters, citing sources, Intel and AMD are signing longer-term agreements for server CPUs with Chinese customers as prices continue to rise. The agreements typically…...

2+ day, 20+ hour ago   (319+ words) Musk’s remarks also point to a potential long-term supply partnership between Tesla and Micron. According to an Investing.com transcript, he thanked the U.S. memory maker for “making room for Tesla in the years to come,” saying Micron had reserved…...

2+ day, 20+ hour ago   (430+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Google Raises 2026 CapEx Guidance Again Above US$200B; Free Cash Flow Turns Negative for First Time Google parent Alphabet reported…...

2+ day, 23+ hour ago   (560+ words) TrendForce TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Samsung Unveils Galaxy Z Fold8 Lineup; Flagships Feature TSMC 3nm Chips, Price Hikes Reach US$100 Samsung held its latest product launch…...

2+ day, 23+ hour ago   (463+ words) While both Intel and SK hynix denied market chatters that the latter could work towards acquiring Team Blue’s Ohio fab, the two parties could still be exploring collaboration opportunities. Semafor, citing sources familiar with the matter, reports that SK hynix…...

4+ day, 9+ min ago   (396+ words) While TSMC said at last week’s earnings call that it would avoid drastic price hikes like the 4–5x increases seen among memory players, Nikkei reports that the foundry giant plans to delay price increases until 2027, giving customers more time to prepare…...