Optical Fiber Spot Prices Surge Severalfold in 2026, with Data Center-Driven Supply Shortages Expected to Persist Through 2028, Says TrendForce
trendforce.com/presscenter/news/20261019-13275.html

[News] NVIDIA Chooses Monolithic Die Over Chiplets for Vera CPU, Claims 2× x86 Performance in Agentic AI
trendforce.com/news/2026/10/19/news-nvidia-chooses-monolithic-die-over-chiplets-for-vera-cpu-claims-2x-x86-performance-in-agentic-ai/
![[News] NVIDIA Chooses Monolithic Die Over Chiplets for Vera CPU ...](https://img.trendforce.com/blog/wp-content/uploads/2026/10/19143701/nvidia-vera-cpu-20261019-624x351.jpg)
[News] Apple Reportedly Skips High-End M6 Chips for M7 Lineup; Partners With Meta to Run Muse AI on Mac Studio
trendforce.com/news/2026/10/16/news-apple-reportedly-skips-high-end-m6-chips-for-m7-lineup-partners-with-meta-to-run-muse-ai-on-mac-studio/
![[News] Apple Reportedly Skips High-End M6 Chips for M7 Lineup; Partners ...](https://img.trendforce.com/blog/wp-content/uploads/2026/10/16135804/Macbook-Apple-20261016-624x476.jpg)
TSMC Posts Sixth Consecutive Quarterly Profit Record as 2nm Process Reaches 8% Revenue Share in Its First Quarter of Volume Production
TSMC ... Show more
“This year is really the year of inference,” AMD’s Lisa Su said at #OCP 2026. It’s also a CPU story.
TrendForce forecasts server CPU shipment growth to ... Show more
The Inference Era Is Also a CPU Story
The Inference Era Is Also a CPU Story
Meta and Chinese Brands Drive Doubling of AR Glasses Shipments, 2026 Forecast Expected to Reach 1.31 Million Units, Says TrendForce
trendforce.com/presscenter/news/20261015-13273.html

[News] SK hynix Reportedly Seeks U.S. Chip Tool Approval for China Expansion to Fund Potential U.S. NAND Fab
trendforce.com/news/2026/10/15/news-sk-hynix-reportedly-seeks-u-s-chip-tool-approval-for-china-expansion-to-fund-potential-u-s-nand-fab/
![[News] SK hynix Reportedly Seeks U.S. Chip Tool Approval for China ...](https://img.trendforce.com/blog/wp-content/uploads/2025/01/17103456/SK-hynix_321-layer_4D_NAND_01-1-624x468.png)
CSP CapEx Projected to Exceed US$1.5 Trillion in 2027, with AI Server Revenue Growing Over 90% YoY on Higher Shipments and Prices, Says TrendForce
trendforce.com/presscenter/news/20261014-13269.html

[News] SEMI Sees Americas Fab Tool Spending Double to US$40.6B by 2029 as TSMC, Intel, Micron, Samsung Expand
trendforce.com/news/2026/10/14/news-semi-sees-americas-fab-tool-spending-more-than-double-to-us40-6b-by-2029-as-tsmc-intel-micron-samsung-expand/
Integrated Optical-Electrical Testing Platforms Become Key to CPO Mass Production, Reshaping the Test Equipment Supply Chain, Says TrendForce
trendforce.com/presscenter/news/20261013-13267.html

[News] Samsung Showcases CXL Memory Expansion With AMD at OCP 2026, Expands AI Memory Push Beyond HBM
trendforce.com/news/2026/10/13/news-samsung-showcases-cxl-memory-expansion-with-amd-at-ocp-2026-expands-ai-memory-push-beyond-hbm/
![[News] Samsung Showcases CXL Memory Expansion With AMD at OCP 2026 ...](https://img.trendforce.com/blog/wp-content/uploads/2026/10/13141139/spec-cxl-cmmd-Samsung-20261013-624x468.jpg)
[News] CPU Price Hike Wave: Intel Reportedly Up to 20%, Qualcomm 10%, AMD May Join as TSMC Costs Climb
trendforce.com/news/2026/10/12/news-cpu-price-hike-wave-intel-reportedly-up-to-20-qualcomm-10-amd-may-join-as-tsmc-costs-climb/
![[News] CPU Price Hike Wave: Intel Reportedly Up to 20%, Qualcomm 10% ...](https://img.trendforce.com/blog/wp-content/uploads/2026/02/06155903/Intel-CPU-624x417.png)
Weekly Radar 005: AI Demand Pulls DRAM Supply Toward Servers: Meanwhile, smartphone and notebook ODMs slow consumer MLCC inventory builds.
insights.trendforce.com/p/weekly-radar-005

[News] Microsoft Expands Local AI Push With NVIDIA RTX Spark; Surface Ultra Priced Up to $5,899 as Memory Costs Rise
trendforce.com/news/2026/10/08/news-microsoft-expands-local-ai-push-with-nvidia-rtx-spark-surface-ultra-priced-up-to-5899-as-memory-costs-rise/
![[News] Microsoft Expands Local AI Push With NVIDIA RTX Spark; Surface ...](https://img.trendforce.com/blog/wp-content/uploads/2026/10/08110822/Microsoft-Chairman-and-CEO-Satya-Nadella-and-Jensen-Huang-founder-president-and-CEO-of-NVIDIA-624x416.jpg)
Rising Costs Threaten Notebook Demand in 2027, Raising Risks of Shipment Declines and Price Increases, Says TrendForce
trendforce.com/presscenter/news/20261008-13264.html

#TSMC says CPO can deliver 4X the energy efficiency of copper. OOI pushes that to 10X.
As CPO moves toward broader deployment ... Show more
Passive Part, Active Battle: Inside CPO's FAU Coupling Bottleneck
Passive Part, Active Battle: Inside CPO's FAU Coupling Bottleneck
【Weak Demand, High Inventories at Module Houses Weigh on NAND; 512Gb TLC Spot Prices Fall Nearly 3%】
Transaction volumes remain sluggish in the spot market ... Show more
[News] Nanya DRAM ASP Seen Rising 10% in 4Q26; Winbond Also Sees Further Price Gains as Memory Supply Stays Tight
trendforce.com/news/2026/10/06/news-nanya-dram-asp-seen-rising-10-in-4q26-winbond-also-sees-further-price-gains-as-memory-supply-stays-tight/
![[News] Nanya DRAM ASP Seen Rising 10% in 4Q26; Winbond Also Sees Further ...](https://img.trendforce.com/blog/wp-content/uploads/2026/01/07104849/Nanya-Technology-20260107-624x505.jpg)
🌱 Building Solar Is Turning From Subsidy Into Requirement.
The building sector sits at the center of global decarbonization ... Show more
The five major US hyperscalers still have over 60 GW of tracked data center capacity to build through 2030. Most of it is already under construction ... Show more
🛜 IoT Is Taking a Different Path Than Expected.
The market expected 5G to become the universal connectivity standard for IoT ... Show more
[News] Tesla Halves AI5 AI Chip’s LPDDR5 to 72GB, Cuts AI6 LPDDR6 by One-Third as Memory Supply Tightens
trendforce.com/news/2026/10/02/news-tesla-halves-ai5-ai-chips-lpddr5-to-72gb-cuts-ai6-lpddr6-by-one-third-as-memory-supply-tightens/
![[News] Tesla Halves AI5 AI Chip’s LPDDR5 to 72GB, Cuts AI6 LPDDR6 by ...](https://img.trendforce.com/blog/wp-content/uploads/2026/07/02184636/Elon-Musk-Optimus-20260702_-624x468.jpg)
Micron Posts Record FY2026 Revenue; CEO Expects Supply-Demand Conditions to Tighten Further
Micron Technology released its fiscal fourth-quarter and full-year ... Show more
AI Server Demand Sustains Memory Contract Price Increases in 4Q26, While Consumer-Side Pressure Persists, Says TrendForce
trendforce.com/presscenter/news/20260930-13258.html

[News] Huawei Expands LogicFolding Chips to Mate 90 Flagships, but Design Requires More Wafers
trendforce.com/news/2026/10/01/news-huawei-expands-logicfolding-chips-to-mate-90-flagships-but-design-requires-more-wafers/
![[News] Huawei Expands LogicFolding Chips to Mate 90 Flagships ...](https://img.trendforce.com/blog/wp-content/uploads/2026/10/01160313/Huawei-Mate-90-20261001-624x352.jpg)
[News] NVIDIA Reportedly Explores Glass Substrates, 2028 Adoption Possible as Taiwan Suppliers Step Up
trendforce.com/news/2026/09/30/news-nvidia-reportedly-explores-glass-substrates-2028-adoption-possible-as-taiwan-suppliers-step-up/
![[News] NVIDIA Reportedly Explores Glass Substrates, 2028 Adoption Possible ...](https://img.trendforce.com/blog/wp-content/uploads/2026/09/30111613/AUO-glass-substrate-20260930-624x361.jpg)
【NAND Sellers Offer Greater Price Flexibility, but Buying Remains Weak; 512Gb TLC Wafer Prices Fall 2.45%】
Consumer end-demand has yet to show signs of ... Show more
⚛️ 3D IC Has Moved From Future Trends to Production Reality.
In August, TSMC, ASE and AMAT used the OCP APAC Summit to set out where 3D IC is headed ... Show more
[News] Samsung Sees HBM Taking Nearly 30% of Industry DRAM Capacity in 2027, Up From 20% Currently
trendforce.com/news/2026/09/29/news-samsung-sees-hbm-taking-nearly-30-of-industry-dram-capacity-in-2027-up-from-20-currently/
HBM Supply Constraints Persist, 2027 Price Outlook Revised Upward with Blended ASP Forecast to Rise 121% YoY, Says TrendForce
trendforce.com/presscenter/news/20260929-13255.html

Weekly Radar 003: Meta's Muse Puts Server CPUs Back in Focus: DRAM stays very tight as price-hike talk builds for 4Q26.
insights.trendforce.com/p/weekly-radar-003

[News] China Unveils 15th Five-Year Battery Plan, Targets Initial Large-Scale All-Solid-State Battery Deployment by 2030
trendforce.com/news/2026/09/29/news-china-unveils-15th-five-year-battery-plan-targets-initial-large-scale-all-solid-state-battery-deployment-by-2030/
![[News] China Unveils 15th Five-Year Battery Plan, Targets Initial ...](https://img.trendforce.com/blog/wp-content/uploads/2026/09/29152616/Gotion-all-solid-state-battery-20260929-624x312.jpg)
💾 AI Memory Is Draining NOR Flash Capacity.
International vendors have moved capacity toward high-end AI products and postponed mature-node expansions ... Show more
⚡ U.S. AI Server Growth Now Runs Into a Power Ceiling.
AI servers keep taking a larger share of accelerating data center power use ... Show more
Meta puts its AI assistant on a keychain: Meta says the keychain-sized Muse Charm will ship in December.
ft.com/content/f4770cdf-626e-41e3-9db0-3dc0b64b8c00

Japanese and Korean MLCC Makers Cut Consumer Supply to Focus on AI, Chinese Suppliers Enter Global Brand Qualification, Says TrendForce
trendforce.com/presscenter/news/20260924-13252.html

【DRAM Spot Buying Stays Cautious; DDR4 2Gx8 Prices Decline】
In the DRAM spot market, procurement momentum has remained cautious and watchful this week ... Show more
【Chinese Supplier Capacity Releases Keep NAND Spot Supply Ample; 512Gb TLC Wafer Prices Fall 1%】
Restricted by persistently weak consumer end-demand and ... Show more
[News] BOE Joins Glass Substrate Race as Samsung Electro-Mechanics, SKC, LG Eye 2027–2028 Ramp
trendforce.com/news/2026/09/23/news-boe-joins-glass-substrate-race-as-samsung-electro-mechanics-skc-lg-eye-2027-2028-ramp/
![[News] BOE Joins Glass Substrate Race as Samsung Electro-Mechanics, SKC ...](https://img.trendforce.com/blog/wp-content/uploads/2026/09/23105655/BOE-Glass-Substrate-624x417.png)
📡 Base Station Batteries Are Now Revenue-Generating Grid Assets.
AI and data centers are driving per-site energy consumption at base stations sharply higher ... Show more
Alibaba unveiled what it called China's most powerful AI chip and plans for a far larger model
qz.com/alibaba-zhenwu-v900-ai-chip-qwen-model-092226

🦾 Humanoid Robot Hands: The Costliest Battle in Physical AI.
Dexterous hands are the most expensive module in humanoid robots ... Show more
Stronger North American Demand to Keep Enterprise SSD Prices on an Upward Trend in 4Q26, Says TrendForce
trendforce.com/presscenter/news/20260921-13246.html

Rising Costs and Weakening Demand Push Large-Generation Panel Fab Utilization Down to 79.6% in October, Says TrendForce
trendforce.com/presscenter/news/20260921-13247.html

[News] Apple Reportedly Cuts More Jobs Following 200+ August Layoffs, With Fitness+ Affected
trendforce.com/news/2026/09/21/news-apple-reportedly-cuts-more-jobs-following-200-august-layoffs-with-fitness-affected/
![[News] Apple Reportedly Cuts More Jobs Following 200+ August Layoffs ...](https://img.trendforce.com/blog/wp-content/uploads/2025/12/16175804/Apple-FREEPIK-20251216-624x351.jpg)
AI Chip Packaging Pushes Beyond Reticle Limits, with CoWoS-L Set to Remain the Mainstream Advanced Packaging Solution Through 2028, Says TrendForce
trendforce.com/presscenter/news/20260918-13241.html

China Develops GAA Transistors That Enable 3nm Node-Like Performance On DUV Lithography, But MEOL Constraints Only Provide A Path To 5nm Node-Equivalent ...
wccftech.com/china-develops-gaa-transistors-that-enable-3nm-node-like-performance-on-duv-lithography-but-meol-constraints-only-provide-a-path-to-5nm-node-equivalent-performance/

⚡ EVs Are No Longer Just Green. They're Energy Security.
The US-Iran conflict blockaded Hormuz and spiked global oil prices ... Show more
[News] NVIDIA CEO Jensen Huang Reportedly Says China Could Develop Advanced Lithography Systems by 2030
trendforce.com/news/2026/09/17/news-nvidia-ceo-jensen-huang-reportedly-says-china-could-develop-advanced-lithography-systems-by-2030/
![[News] NVIDIA CEO Jensen Huang Reportedly Says China Could Develop ...](https://img.trendforce.com/blog/wp-content/uploads/2025/09/17105959/NVIDIA-20250917-624x396.jpg)
【NAND Spot Demand Stays Weak; 512Gb TLC Wafer Prices Fall 0.31%】
End demand from the consumer market continues to be sluggish ... Show more
Global Power Demand Capacity for Data Centers Expected to Rise 31% YoY in 2026; Grid Supply Gap to Widen in 2028, Says TrendForce
trendforce.com/presscenter/news/20260916-13237.html

[News] Meta Targets 1H27 Deployment for New TSMC-Made AI Chip, Claims Efficiency Edge Over NVIDIA
trendforce.com/news/2026/09/16/news-meta-targets-1h27-deployment-for-new-tsmc-made-ai-chip-claims-efficiency-edge-over-nvidia/
![[News] Meta Targets 1H27 Deployment for New TSMC-Made AI Chip ...](https://img.trendforce.com/blog/wp-content/uploads/2026/09/16155621/Meta-Mita-chip-20260916-624x416.jpg)
Why 4hi HBM May Not Be the One-Size-Fits-All Fix: A real fit for edge AI. A harder case for the data center.
insights.trendforce.com/p/4hi-hbm-edge-ai-data-center

🤖 Kimi K3 vs. OpenAI and Anthropic: China's Second DeepSeek Moment.
Moonshot AI's Kimi K3 is now the world's largest open-source AI model ... Show more
A 56-week lead time sounds long. Long compared to what? For ABF substrates, a balanced market is closer to 12 weeks. Current lead times are running at 48–56 ... Show more
NVIDIA disclosed in its latest quarterly earnings report that price hikes for memory and other key components had exceeded expectations. Therefore ... Show more
[News] ASE’s SPIL Reportedly Nears Arizona Expansion as TSMC, Amkor Step Up U.S. Advanced Packaging Push
trendforce.com/news/2026/09/15/news-ases-spil-reportedly-nears-arizona-expansion-as-tsmc-amkor-step-up-u-s-advanced-packaging-push/
![[News] ASE’s SPIL Reportedly Nears Arizona Expansion as TSMC ...](https://img.trendforce.com/blog/wp-content/uploads/2026/08/12105041/SPIL-from-ASE-20260812-624x416.jpg)
💡 AI Agents Are Rewriting the Semiconductor Roadmap.
AI agents are now the highest-level application layer in the AIGC era ... Show more
CXMT Responds to Apple Cooperation Rumors, Says Server Products Contributed More in H1.
📰 News Source: www.binance.com/en/survey/8d8bfb0135e744578d852aa0ba74125b
[News] Anthropic CEO Calls for Slower AI Progress but Flags China Risk; OpenAI Reportedly Rules Out 2026 IPO
trendforce.com/news/2026/09/14/news-anthropic-ceo-calls-for-slower-ai-progress-but-flags-china-risk-openai-reportedly-rules-out-2026-ipo/
![[News] Anthropic CEO Calls for Slower AI Progress but Flags China Risk; ...](https://img.trendforce.com/blog/wp-content/uploads/2026/09/14150005/Antrhopic-on-LinkedIn-20260914_-624x416.jpg)
NOR Flash Price Trends Diverge in 2H26, with High-Capacity Products Poised for 90–110% Increases, Says TrendForce
trendforce.com/presscenter/news/20260914-13235.html

[News] Samsung Electro-Mechanics’ MLCC Revenue Seen Topping KRW 8T in 2027; Murata EOL May Reshape Market
trendforce.com/news/2026/09/11/news-samsung-electro-mechanics-mlcc-revenue-seen-topping-krw-8t-in-2027-murata-eol-may-reshape-market/
![[News] Samsung Electro-Mechanics’ MLCC Revenue Seen Topping KRW 8T in ...](https://img.trendforce.com/blog/wp-content/uploads/2026/02/24142311/Samsung-Electro-Mechanics-MLCC-20260224-624x416.jpg)
Top 10 Global Fabless IC Design Houses Post 73% YoY Revenue Growth in 2Q26; AMD Breaks into Top Three, Says TrendForce
trendforce.com/presscenter/news/20260911-13231.html

[News] TSMC’s Taichung 1.4nm P1, P2 Fabs Could Begin Mass Production in 2027, Ahead of 2028 Plan
trendforce.com/news/2026/09/10/news-tsmcs-taichung-1-4nm-p1-p2-fabs-could-begin-mass-production-in-2027-ahead-of-2028-plan/
![[News] TSMC’s Taichung 1.4nm P1, P2 Fabs Could Begin Mass Production in ...](https://img.trendforce.com/blog/wp-content/uploads/2025/11/10103128/TSMC-20251110-624x416.jpg)