1+ day, 9+ hour ago  (148+ words) Trend Force NVIDIA AI Server Power Roadmap & Data Center Build Risk NVIDIA advances its 800 V Power Rack roadmap, with mass adoption expected from Rubin Ultra onward, while North American data center buildouts face delays from grid and equipment constraints. - Power…...

2+ day, 18+ hour ago  (330+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] TSMC, Amkor Sign 10-Year Arizona Advanced Packaging Pact to Complete the U. S. Chip Supply Chain TSMC is strengthening…...

3+ day, 19+ hour ago  (341+ words) As Samsung accelerates efforts to secure 2nm customers, it is taking the next step in its MPW strategy. Citing Samsung Foundry Executive Director Song Tae-jung, ZDNet reports that the company's MPW services are expected to extend to the 2nm node in 2027. i…...

3+ day, 22+ hour ago  (497+ words) The move underscores TSMC's active push into Co Po S, while also highlighting intensifying head-to-head competition between the two tracks on process stability, lead times, cost efficiency, and local support capabilities, Commercial Times notes. According to the report, TSMC is…...

4+ day, 22+ hour ago  (267+ words) Samsung announced the start of HBM4 E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdrop, rival SK hynix is also stepping up its next-generation HBM push, with South Korean media outlet…...

1+ week, 10+ hour ago  (370+ words) Elon Musk is expanding his ambitions beyond EVs, AI, and space technology with Tera Fab, a large-scale semiconductor manufacturing project in Texas. According to CNBC, during an ASML conference on Thursday, Tesla CEO Elon Musk outlined his Tera Fab vision....

1+ week, 16+ hour ago  (376+ words) Trend Force Trend Force News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. [News] Micron Taps Bechtel, Intel Ohio Fab Builder, to Speed Up New York Mega Fab Construction Micron, which…...

1+ week, 11+ hour ago  (364+ words) While NVIDIA continues to face hurdles in shipping its H200 AI accelerators to China, the company may be opening a new channel into the market. According to Reuters, Chinese customers have been told that NVIDIA's Vera CPUs could become available as…...

1+ week, 19+ hour ago  (609+ words) Trend Force's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1 Q26. Meanwhile, TV and PC/notebook supply chains accelerated production schedules and increased inventory levels for peripheral ICs, prompting foundries…...

1+ week, 16+ hour ago  (808+ words) As SK hynix reportedly targets mass production of 375-layer NAND by year-end, according to The Elec, the 400-layer threshold is increasingly seen as a key technical frontier in advanced NAND scaling. Against this backdrop, ET News notes that Samsung began…...