Top Tweets for #Trendforce
Samsung is expected to make key components for Google's next-gen ‘Icefish’ AI chips.
#SamsungElectronics #Nvidia #TSMC #Tesla #Google #Amazon #Qualcomm #JensenHuang #Groq #LPU #HBM #GPU #inferencechip #TPU #Icefish #Intel #SMIC #TrendForce
https://t.co/NcuxEw7MPf
💥 メモリ価格の上昇が 2026 年のスマートフォン供給網を直撃し、生産台数は減少に向かう見通しです。ブランド各社は利益率を守るため、製品ポートフォリオをどう調整するのでしょうか。
💡#TrendForce による市場シェアランキング分析：https://t.co/C03Sc9T0nN 🔗
🚀 AI agents are pushing #eSSD beyond storage into computing. Can suppliers leverage high-layer QLC technology to offer a cost-effective alternative to DRAM?💡More analysis from #TrendForce: https://t.co/0dqIXR9zaO 🔗
TrendForce 調查顯示，2026 年第一季全球五大企業級 SSD 品牌廠營收季增 86.1%，突破 184.6 億美元創新高。 #企業級SSD #TrendForce #AI代理 https://t.co/FztDTwtXNo
Malgré la crise du smarpthone, l'iPhone explose les ventes (merci qui ?)
#Mac4Ever #iPhone17e #Trendforce
https://t.co/XcP1jFIBZE
ஸ்மார்ட்போன் உற்பத்தியில் சரிவு
உலகளாவிய ஸ்மார்ட்போன் சந்தை தற்போது சவாலான காலத்தை எதிர்கொண்டுள்ளது. பிரபல ஆய்வு நிறுவனமான TrendForce வெளியிட்ட சமீபத்திய தரவுகளின்படி, 2026-ன் முதல் காலாண்டில் ஸ்மார்ட்போன் உற்பத்தி 1.7% குறைந்துள்ளது
#SmartphoneMarket #TrendForce #TechNewsTamil
🔥 AI servers are driving a new wave of LPDRAM demand beyond smartphones. With supply meeting only about 60% of NVIDIA's needs, how will next-gen hardware specs adapt? 💡More analysis from #TrendForce: https://t.co/ZsFzAezJ6O 🔗
💥 Rising memory prices are hitting the 2026 smartphone supply chain, with production set to decline. How will brands adjust product portfolios to protect margins?💡#TrendForce on market share rankings: https://t.co/gzloOlhAPd 🔗
TrendForce 預估 2026 年全球智慧手機生產總數將降至 10.51 億支年減 16.2%！記憶體價格飆升全面衝擊品牌獲利結構。 #智慧手機 #記憶體 #TrendForce https://t.co/eRedqhENrf
🚀 SpaceXのIPO動向に注目が集まっています！Starlinkの衛星ブロードバンドの版図を拡大し続けるだけでなく、スマートフォン直連衛星（Direct-to-Cell）、AI宇宙コンピューティング、宇宙太陽光発電などの新興領域にも積極的に布陣しています。💡 #TrendForce が宇宙経済の新たな成長サイクルを解析しています：https://t.co/MZYNeyceT3 🔗
🚀 #SpaceX IPO draws buzz as it expands beyond Starlink broadband into direct-to-cell connectivity, AI space computing, and space-based solar power.💡#TrendForce analyzes space economy growth drivers: https://t.co/Fe2GlaJ4M3 🔗
⚡ AI データセンターが 1.6Tbps 超の伝送需要を押し上げ、EML と CW-DFB LD の生産能力は倍増へ。
NVIDIA や CSP による囲い込みは、サプライヤーの順位や技術ロードマップをどのように塗り替えているのでしょうか。
💡#TrendForce の分析はこちら： https://t.co/F6KAvMrIVd 🔗
💻 #NVIDIA unveiled RTX Spark at Computex, bringing CUDA to Windows laptops for the first time. Can it spark a new PC upgrade cycle? 💡More analysis from #TrendForce: https://t.co/bpfNTkqcpk 🔗
TrendForce 指出 AI 筆電市場缺乏能大規模展現裝置端 AI 運算價值產品！Nvidia 發表 RTX Spark 平台搭配 N1／N1X 處理器有望推動市場發展。 #TrendForce #AI筆電 #RTXSpark https://t.co/xRE9LkMFEj
📈 2027年の #HBM 価格は大幅に値上がりする恐れがあります！ 3大メーカーは現在、HBM4の供給に向けた交渉を進めており、#DRAM の供給不足の市況と高い製造コストを反映して、売り手側が明確な価格設定の主導権を握ることになります。💡 #TrendForce がHBMの価格交渉トレンドと市場の動向を解析：https://t.co/gWYyVtUcJR 🔗 #メモリ
⚡ AI data centers are driving 1.6Tbps+ transmission and doubling EML and CW-DFB LD capacity. How are NVIDIA and CSP lock-ins redrawing supplier rankings and technology roadmaps? 💡More analysis from #TrendForce: https://t.co/CG59Tqx6ON 🔗
🔥 #HBM prices may surge in 2027. HBM4 negotiations are underway, with suppliers holding the upper hand amid tight DRAM supply and rising costs.💡More analysis from #TrendForce: https://t.co/Yf3153M9W3 🔗
Following reports of a fire and brief gas leak at #SKhynix’s #Cheongju #M15 and #M15X facilities, the situation has been swiftly contained. Although the incident resulted in personnel injuries, all affected employees have received prompt medical attention.
#TrendForce investigations confirm that core production lines remain unaffected. The facilities have already resumed normal operations, and this isolated event will yield no impact on SK hynix's overall #memory output or the broader market supply.
A fire broke out at SK hynix’s Cheongju fab, but it has reportedly been brought under control.
https://t.co/MOGPLm3Mtz
🚀 DRAM価格が狂ったように高騰しています！ AIアプリケーションがLLMのトレーニングから推論へと移行する中、CSPのメモリ調達もHBMから各容量規格のRDIMMへと拡大しています。💡 #TrendForce がDRAMの値上がり傾向と今後の市場見通しを解析：https://t.co/EWOOHU3HP3 🔗 #DRAM #Samsung #SKhynix #Micron #メモリ
👀 Agentic AI is driving memory demand. As inference workloads surge, how will next-gen AI servers tackle rising compute costs and capacity limits? 💡#TrendForce has raised its global memory market outlook: https://t.co/SJQ2upkDIs 🔗
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