TrendForce

Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on

[NEWS @NEWS2082680]

🌟 As #CPO gains traction, China’s #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. 💡More: https://t.co/zhsuwGiQMY 🔗

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🚀 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? 💡More analysis from #TrendForce: https://t.co/KaQTB0HVrv 🔗

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📡 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 👉 https://t.co/IVLAzDambZ

Explore CPO Testing Challenges 📖 https://t.co/eMQYMdr5xj

#TrendForce #SelectedTopics

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🚀 #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. 💡More: https://t.co/S8cV0ixZc8 🔗

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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 🔗

#KVcache #AgenticAI

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🚀 #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. 💡More: https://t.co/B5MPx6KamO 🔗

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👀 #TSMC and its partners are making strong strides on advanced packaging — 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. 💡More: https://t.co/fnezbMeu43 🔗

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💰 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.💡More: https://t.co/eTE89mi5Le 🔗

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After #Samsung’s #HBM4E sampling in late May, #SKhynix has reportedly accelerated its timeline.

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🚀 NVIDIA CEO Jensen Huang called for “more supply,” while #SKhynix is doing its magic again on #HBM4E, reportedly accelerating its sampling to June–July from 2H26.💡More: https://t.co/uIFQagbPKN 🔗

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📱 #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? 💡More: https://t.co/ackgCM3WJj 🔗

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Intel’s Rumored 3 Million TPU Win For Google Gets Cold Water From JPMorgan, Which Calls It A ‘Storm In A Teacup’

📰 News Source:https://t.co/Tmb50QUzO8

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Corning shares jump 4% after company strikes deal to power Amazon AI data centers in US

📰 News Source:https://t.co/Rly8WotqEL

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👀1Q26 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? 💡More analysis from #TrendForce: https://t.co/eBN461xTyk 🔗

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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 🔗

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🚀 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 👉 https://t.co/Ur7aTAnTud

#TrendForce #SelectedTopics

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🚀 #Micron could be making another major move as it accelerates its New York mega fab buildout. Bechtel—best known for Intel’s Ohio semiconductor campus—has been selected to lead construction on the $50B project.💡More: https://t.co/xcFooVPYMP 🔗

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🚀 Elon Musk took the virtual stage at #ASML's tech conference this week to outline #Terafab, a reported US$55B Texas chip fab—with the Dutch company's #EUV monopoly positioning it as a key supplier. 💡More: https://t.co/pEFsw8DvN9 🔗

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An important bottleneck may be forming in advanced AI chips and high-layer 3D NAND stacking, as #tungsten hexafluoride (WF₆)—a key gas for tungsten film deposition—surges amid tight supply.

[NEWS @NEWS2082680]

📈 #Tungsten hexafluoride (WF₆)—a key gas for tungsten film deposition—reportedly surged over 200% MoM in China in April. With Japanese suppliers set to halt output from July, could #DRAM & #NAND capacity expansion tighten further?💡More: https://t.co/ZSJGg0hKLF 🔗

[NEWS @NEWS2082680]

🤔 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.💡More: https://t.co/nVby3Us1LY 🔗

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🚀 #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?💡More: https://t.co/ZzuSVJdMDN 🔗