๐ As #CPO gains traction, Chinaโs #MicroLED players are joining the race. SMTC has developed a Micro LED chip for CPO and entered sample validation in March, while partnering with Hunan University to advance the technology. ๐กMore: https://t.co/zhsuwGiQMY ๐
๐ As data transmission nears 400 Gbps per lane, copper is hitting its limits. Bringing optical connectivity closer to switch ASICs to cut power consumption is critical. Which path are CSPs taking: LPO, NPO, or CPO? ๐กMore analysis from #TrendForce: https://t.co/KaQTB0HVrv ๐
๐ก TSMC's COUPE Is Ready. Can Testing Keep Up?
CPO switch bandwidth has doubled every cycle. Broadcom's Tomahawk 6 reaches 102.4T. NVIDIA's Spectrum-X Photonics delivers 102.4T in 2026. Before COUPE can scale, CPO testing has to be solved: sub-micron alignment, EIC/PIC verification, multi-stage test insertion. Who gets there first shapes the entire supply chain outcome.
Master the CPO production bottleneck ๐ https://t.co/IVLAzDambZ
Explore CPO Testing Challenges ๐ https://t.co/eMQYMdr5xj
#TrendForce #SelectedTopics
๐ #NVIDIA's Rubin Ultra is expected to push AI rack power to 450kW, putting 800V #HVDC in the spotlight. Team Green and #Google may be among the first adopters, with initial shipments reportedly expected in 3Q26. ๐กMore: https://t.co/S8cV0ixZc8 ๐
What happens to #memory demand when AI shifts from training to #inference? KV cache offloading and agentic AI are two drivers worth watching. More: https://t.co/0sK7bdd8gb ๐
#KVcache#AgenticAI
๐ #Samsung Electro-Mechanics is betting on a total-solution approach for silicon capacitors. The company expects the market to grow 18%+ annually as adoption expands into #AI servers, aerospace, and optical communications. ๐กMore: https://t.co/B5MPx6KamO ๐
๐ #TSMC and its partners are making strong strides on advanced packaging โ institutional investors say the #CoWoS supply-demand gap is set to narrow from ~20% currently to ~10% by end-2026, with further relief expected in 2027. ๐กMore: https://t.co/fnezbMeu43 ๐
๐ฐ HKC is gearing up for a Shenzhen Stock Exchange Main Board #IPO, seeking to raise RMB 8.5B for #OLED R&D upgrades and Mini LED smart manufacturing expansion.๐กMore: https://t.co/eTE89mi5Le ๐
๐ NVIDIA CEO Jensen Huang called for โmore supply,โ while #SKhynix is doing its magic again on #HBM4E, reportedly accelerating its sampling to JuneโJuly from 2H26.๐กMore: https://t.co/uIFQagbPKN ๐
๐ฑ #Apple's #foldable iPhone is expected this fall, with rumors pointing to a crease-free display, book-style design, and a #TSMC 2nm A20 Pro. What other highlights are worth watching? ๐กMore: https://t.co/ackgCM3WJj ๐
Intelโs Rumored 3 Million TPU Win For Google Gets Cold Water From JPMorgan, Which Calls It A โStorm In A Teacupโ
๐ฐ News Source:https://t.co/Tmb50QUzO8
๐1Q26 top-10 foundry revenue defied seasonality, up 3.7% QoQ to a quarterly record. Foundries are preparing 2H26 price hikes as utilization recovers. How will the market respond? ๐กMore analysis from #TrendForce: https://t.co/eBN461xTyk ๐
TSMC's #CoPoS is moving fast, and the opportunities for Taiwan suppliers are taking shape. CoPoS replaces traditional round glass carrier with a square panel format, pushing utilization rates above 75%.
More on glass material development: https://t.co/Na9XtpNK8Q ๐
๐ Modern Warfare Is Now Unmanned, Asymmetric, and Cross-Domain
Low-cost UAV swarms are neutralizing expensive platforms. AI-driven autonomous navigation is replacing manual targeting. Single-function systems are giving way to swarm coordination and precision strike. The demand pivot is already rewiring defense procurement, chip sourcing, and supply chains.
Map the defense tech transformation ๐ https://t.co/Ur7aTAnTud
#TrendForce #SelectedTopics
๐ #Micron could be making another major move as it accelerates its New York mega fab buildout. Bechtelโbest known for Intelโs Ohio semiconductor campusโhas been selected to lead construction on the $50B project.๐กMore: https://t.co/xcFooVPYMP ๐
๐ Elon Musk took the virtual stage at #ASML's tech conference this week to outline #Terafab, a reported US$55B Texas chip fabโwith the Dutch company's #EUV monopoly positioning it as a key supplier. ๐กMore: https://t.co/pEFsw8DvN9 ๐
An important bottleneck may be forming in advanced AI chips and high-layer 3D NAND stacking, as #tungsten hexafluoride (WFโ)โa key gas for tungsten film depositionโsurges amid tight supply.
๐ #Tungsten hexafluoride (WFโ)โa key gas for tungsten film depositionโreportedly surged over 200% MoM in China in April. With Japanese suppliers set to halt output from July, could #DRAM & #NAND capacity expansion tighten further?๐กMore: https://t.co/ZSJGg0hKLF ๐
๐ค While H200 shipments remain constrained, #NVIDIA may be carving out a new route into the market: its #Vera CPUs are reportedly open for orders and could arrive within months, with multiple Chinese customers already showing interest.๐กMore: https://t.co/nVby3Us1LY ๐
๐ #China's curbs are accelerating alternatives. Niron Magnetics' #rareearth free magnets may debut this year, while ZF Friedrichshafen is developing a magnet-free EV motor. Is the industry nearing a turning point?๐กMore: https://t.co/ZzuSVJdMDN ๐