Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on https://nitter.cf/t.co/FHEud9jhQd
Taipei City, Taiwan
Joined October 2010
- Tweets17.6K
- Following659
- Followers23.9K
- Likes468
Memory giants are cashing in, but #Apple is scrambling to stock up! With chip prices soaring, its inventory ballooned 154% YoY to $14.54B last quarter as it races to secure supplies.
Memory costs are taking a bite out of #Apple’s margins! With holiday-quarter GM guided at 45%–46%, below estimates, CEO John Ternus calls the price surge “unprecedented.” 💡More: pse.is/9tvvvb 🔗
#Murata’s ¥1 trillion expansion will not reach full capacity until FY2028, leaving any supply gains in 2027 dependent on existing facilities. #TrendForce estimates that Murata’s capacity will grow by only around 10% annually— insufficient to keep pace with AI-driven demand—meaning the high-end MLCC shortage is likely to persist throughout 2027.
Japan's Murata to invest $6.3bn in capacitor production for AI over 5 years s.nikkei.com/4zlzjuc
TrendForce retweeted
#AI is powering chips—but can it also design them? According to #Cambricon’s co-founder, the chipmaker used AI-driven design to develop Qimeng-2, which reportedly achieved performance comparable to mainstream smartphone CPUs from over a decade ago in 2025.💡More: pse.is/9tv7zy 🔗
![[News] AI-Designed CPUs Match Decade-Old Smartphone Chips, Cambricon Says; AI Also Reshapes...](https://pbs.twimg.com/card_img/2117417194896404480/bl9qIshl?format=jpg&name=800x419)
The global #AI networking and interconnect market is set to surge from US$37.9B in 2024 to US$279.8B by 2027, a 95% CAGR, as #ScaleUp networking’s revenue share rises from 11% to 24%.💡More analysis from #TrendForce: buff.ly/5X2gviR 🔗
#UMC reportedly wins photonic integrated circuit (PIC) orders from Zhongji Innolight and Tencent-backed SILITH, with initial volumes potentially hitting 10K wafers at 7× conventional CMOS prices. 💡More: buff.ly/Kckovd8 🔗
![[News] UMC Reportedly Wins Photonic Integrated Circuit Orders; Initial Orders Up to 10K Wafers at...](https://pbs.twimg.com/card_img/2117186441113411584/Thk3E0eJ?format=png&name=800x419)
DRAM lead times eased by a week to 19 weeks, but the market remains Very Tight, with a widening split by capacity. (1/2)
Elsewhere, supply conditions are tightening.
GPU supply shifts from Balanced to Tightening as suppliers transition to new platforms such as Rubin, while MLCC lead times extend to 38 weeks.
Full read: Weekly Radar 008
insights.trendforce.com/p/we… 🔗 (2/2)
TrendForce retweeted
#TSMC reportedly eyes Sherman, Texas, for its second U.S. hub, as documents point to a potential US$45B fab project by an unnamed investor. Just 300 km from #Samsung’s fabs, could the two become Texas rivals?💡More: pse.is/9tq592🔗
![[News] TSMC Reportedly Eyes Potential US$45B Fab Expansion in Sherman, Texas, Raising Stakes for...](https://pbs.twimg.com/card_img/2117200420972134401/UfOgnyvn?format=jpg&name=800x419)
TrendForce retweeted
#Samsung reportedly plans to launch its first #AIglasses in South Korea and the U.S. in mid-December, featuring Gemini AI, real-time translation, and voice-guided navigation.💡More: pse.is/9tl2ss 🔗
![[News] Samsung’s First AI Glasses Reportedly Set for Mid-December Launch in Korea, U.S.; Enters...](https://pbs.twimg.com/card_img/2117067953481101312/77qRZazf?format=jpg&name=800x419)
TrendForce retweeted
#OpenAI’s Sam Altman met with #Samsung executives in South Korea, joined by its AI chip chief, fueling speculation about next-gen AI chip collaboration. He also visited Taiwan, meeting with #Foxconn and reportedly #TSMC.💡More: pse.is/9tna9f 🔗
![[News] OpenAI’s Altman Visits South Korea, Taiwan Amid Chip Push, Fueling Samsung Foundry Specula...](https://pbs.twimg.com/card_img/2117149935665885184/aG35Xbck?format=jpg&name=600x314)
TrendForce retweeted
#Kioxia led Japan's #semiconductor July-September earnings with an 80.4% operating margin, ahead of #Advantest at 55.9% and #DISCO at 47.4%, while #Lasertec was the only one with falling sales and profit. 💡More: trendforce.com/news/ 🔗
Beyond the memory price boom, #CXMT is making moves on multiple fronts—from long-term supply deals to next-gen 4F² DRAM and LPDDR6 expansion.
#CXMT is riding the memory price boom, with its 3Q26 gross margin soaring to 89.5%, even topping Micron’s! With long-term supply deals reportedly in the works with major clients, how much longer can the Chinese DRAM maker ride the pricing wave?💡More: pse.is/9tlqn8 🔗
TrendForce retweeted
PC demand may stay weak into 1H27, but #Intel has brighter news on the manufacturing front. Its #18A costs have plunged roughly 40% since 1Q26, while yields reportedly posted double-digit gains in 3Q26.💡More: pse.is/9tkw64 🔗
![[News] Intel Cuts Intel 3, 18A Costs by ~15%, ~40% Since 1Q; Confirms Nova Lake to Use 18A-P](https://pbs.twimg.com/card_img/2116344626017861632/TAfj27IH?format=png&name=800x419)