TrendForce Corporation

#MemoryTrendSeminar2025 #MTS2025 #TrendForce   Impressive speaker lineup has been revealed! #MemoryTrendSeminar 2025 will take place on Nov 20 in Shenzhen! How will HBM, SSDs, and AI servers shape the future? #MTS2025 will deliver key insights into global storage market trends and technology evolution. TrendForce’s senior analyst team and important guests from key enterprises including #Intel, #Solidigm, #WesternDigital, #DapuStor will jointly provide you with forward-looking strategic planning reference.   -Register for your free ticket now: https://lnkd.in/g4-QJFSj 🔗

📢 Crude #oil prices have sharply declined, marking the largest single-day drop in nearly two years as Israel’s recent strikes on Iran avoided impacting any oil extraction facilities! On the demand side, #EIA also revised down its forecasts on China and OECD.💡More: https://buff.ly/3UrEh6g 🔗

📢 #Japan’s labor market continued to show tightness in September, as the unemployment rate slightly fell to 2.4%, while the job-to-applicant ratio rose to 1.24, highlighting persistent labor shortages. However, this may be a positive sign for #BoJ!💡More: https://buff.ly/3YFEXqZ 🔗

👀 Memory giants are not only gearing up for the HBM market, but ambitious about NAND for AI servers as well! To maintain its leading edge ahead of SK hynix, Samsung reportedly plans 400-layer NAND by 2026! 🔥The achievement is expected to be achieved through the method of bonding vertical NAND Flash or BV NAND, which is regarded by Samsung as the “dream NAND for AI!” 💡More about its roadmap for NAND with more layers: https://buff.ly/40iBeRB 🔗 #Samsung #NAND #VNAND

🤔 The recent controversy surrounding Huawei’s Ascend 910B and TSMC sparks concerns on the Chinese tech giant’s tactic to place orders through a proxy, reportedly Sophgo. But how did that happen exactly? 🔎 The chips are rumored to be ordered by a third party, shipped back to China, then split and advanced-packaged to create AI processors. 💡More: https://buff.ly/4eXYzfK 🔗 #Huawei #TSMC #Ascend910B #Sophgo

💥 As the Nuvia deal reportedly helps Qualcomm to sidestep Arm’s royalty increase, the dispute between the two giants highlights the emerging trends of custom chip designs by companies like Apple. 🔎 On the other hand, MediaTek is maintaining the Armv9 architecture for its new Dimensity 9400 chips, indicating that Arm’s Cortex-X4 and A720 cores are still competitive. 💡More: https://buff.ly/48urxkX 🔗 #Arm #Qualcomm #Apple #MediaTek

💥Despite U.S. restrictions, Russia is reportedly still getting NVIDIA chips! 👀 An Indian drug company has reportedly imported advanced Dell servers to Russia, which include NVIDIA and AMD products! 💡More: https://buff.ly/3Yg0i8Y 🔗 #Russia #exportrestrictions #India #NVIDIA

📢 Though still struggling to cut cost while scaling down investments, Intel unexpectedly announced a new expansion plan in Chengdu, China! 💰 The expansion project would focus on packaging and testing services for server chips to meet Chinese clients’ demands for high-efficiency, customized packaging solutions. 💡More: https://buff.ly/4e2Fx6L 🔗 #Intel #China

📢 Thanks to the AI boom, the market cap of the 'Magnificent Seven' have surpassed $16 trillion! 💰Curious about the CEOs' earnings? Discover the power ranking of the richest CEOs from Apple, Microsoft, NVIDIA, and other Magnificent Seven companies. 💡More: https://buff.ly/4hoGSI0 🔗 #MagnificentSevenStocks #CEO #NVIDIA #Apple #Microsoft

💥 What would be the best move for Intel? Four former Intel CEOs suggest spinning off its foundry business to attract clients, as the company is now facing financial challenges. 🤔 However, another believes this won't solve the problem, arguing that Intel's real problem is its inability to keep up with advanced technology and compete with TSMC. 💡More: https://buff.ly/3Usiprr 🔗 #Intel #Spinoff #foundry