1+ hour, 3+ min ago  (198+ words) Notably, industry sources say that if CPO becomes the dominant architecture for future AI servers, NVIDIA may seek to secure high-end substrate capacity in advance through long-term agreements, prepayments, or strategic partnerships, aiming to avoid a repeat of the supply…...

3+ hour, 21+ min ago  (271+ words) Trend Force As supply of related materials begins to ramp up, commercialization of glass substrates also appears to be drawing closer, the report notes. Current shipments are intended for the customer's prototype production, with material supply volumes expected to increase…...

1+ mon, 4+ week ago  (58+ words) Please note that this article cites information from Financial Times and Nikkei. Amid rising geopolitical uncertainty, Japan's leading MLCC supplier. .....

4+ hour, 10+ min ago  (495+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] China's Rare Earth Compound Exports Fell 17% in Value; Alternative Supply Chains Gain Momentum Since China tightened rare…...

3+ day, 50+ min ago  (376+ words) Meanwhile, as noted by STAR Market Daily, SMIC's gross margin reached 20. 1% in the first quarter, up 0. 9 percentage points from the previous quarter but down 2. 4 percentage points from a year earlier. On the revenue side, according to South China Morning Post,…...

3+ day, 4+ hour ago  (297+ words) Shortly after Denso withdrew its bid for Rohm in late April, the spotlight has shifted back to the proposed three-way power semiconductor alliance involving Rohm, Toshiba Device & Storage, and Mitsubishi Electric. But according to Nikkei x TECH, citing Rohm president…...

3+ day, 5+ hour ago  (413+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Samsung Reportedly Develops Mobile HBM Packaging With Copper Pillars, Bandwidth Up 15%30% Samsung Electronics is reportedly developing a…...

3+ day, 22+ hour ago  (367+ words) Skyrocketing memory prices starting in 2025 are expected to drive a double-digit decline in global smartphone production in 2026, reshaping the market landscape. Leveraging their strong financial positions and high-end market focus, Apple and Samsung are expanding their market shares against the…...

4+ day, 5+ hour ago  (384+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] SK hynix CEO Reportedly to Meet Bill Gates, Deepening AI Memory Ties Amid Microsoft ASIC Push Microsoft…...

4+ day, 4+ hour ago  (552+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] China's Wide Bandgap Chip Players Diverge, as Ga N RF Surges; Si C Profitability Under Pressure In…...