# ![@trendforce Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::201153042.png) @trendforce TrendForce

TrendForce posts on X about ai, dram, samsung, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::201153042/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::201153042/c:line/m:interactions.svg)

- [--] Week [------] +6.70%
- [--] Month [-------] -29%
- [--] Months [---------] +69%
- [--] Year [---------] +67%

### Mentions: [--] [#](/creator/twitter::201153042/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::201153042/c:line/m:posts_active.svg)

- [--] Week [--] -18%
- [--] Month [---] -5.10%
- [--] Months [---] +23%
- [--] Year [-----] +20%

### Followers: [------] [#](/creator/twitter::201153042/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::201153042/c:line/m:followers.svg)

- [--] Week [------] +0.87%
- [--] Month [------] +3.80%
- [--] Months [------] +21%
- [--] Year [------] +34%

### CreatorRank: [---------] [#](/creator/twitter::201153042/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::201153042/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.93% [technology brands](/list/technology-brands)  31.93% [countries](/list/countries)  19.33% [currencies](/list/currencies)  15.13% [finance](/list/finance)  10.08% [travel destinations](/list/travel-destinations)  4.2% [products](/list/products)  2.52% [celebrities](/list/celebrities)  0.84% [automotive brands](/list/automotive-brands)  0.84%

**Social topic influence**
[ai](/topic/ai) 20.17%, [dram](/topic/dram) 15.13%, [samsung](/topic/samsung) #2559, [in the](/topic/in-the) 10.92%, [china](/topic/china) 8.4%, [taiwan](/topic/taiwan) 5.88%, [products](/topic/products) 5.04%, [huawei](/topic/huawei) 5.04%, [tech](/topic/tech) 4.2%, [dell](/topic/dell) 4.2%

**Top accounts mentioned or mentioned by**
[@eetimes](/creator/undefined) [@vladsavov](/creator/undefined) [@verge](/creator/undefined) [@peterthiel](/creator/undefined) [@leokelion](/creator/undefined) [@huawei](/creator/undefined) [@natashakhanhk](/creator/undefined) [@bbctech](/creator/undefined) [@businessinsider](/creator/undefined) [@evankirstel](/creator/undefined) [@electronicsmed](/creator/undefined) [@semimktstats](/creator/undefined) [@anandtech](/creator/undefined) [@iankingsky](/creator/undefined) [@backlon](/creator/undefined) [@rioev](/creator/undefined) [@microntech](/creator/undefined) [@technology](/creator/undefined) [@scurtsy](/creator/undefined) [@techcrunch](/creator/undefined)

**Top assets mentioned**
[Dell Technologies, Inc. (DELL)](/topic/dell) [GlobalFoundries (GFS)](/topic/globalfoundries) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Diodes Inc (DIOD)](/topic/$diod) [Taiwan Semiconductor (TSM)](/topic/$tsm) [IonQ, Inc. (IONQ)](/topic/$ionq)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#CXMT currently plans to manufacture its #HBM products at its new Shanghai facility in the future. At present only a pilot production line is being prepared at its existing fab and actual capacity will depend on development progress. Given the ongoing shortages of mature #DDR5 and #LPDDR products the likelihood of reallocating existing capacity to HBM production remains low. Prior to the U.S. governments comprehensive ban on HBM exports to China in early [----] Chinese companies had already built up a certain level of inventory to support domestic demand. As a result supply constraints are"  
[X Link](https://x.com/trendforce/status/2021835736300106078)  2026-02-12T06:36Z 14.3K followers, [----] engagements


"The PC industry faced a perfect storm of challenges in the first quarter. The sector is suffering from the crowding-out effect of the booming AI industry which has squeezed both production capacity and supply. Simultaneously material costs have surged; beyond the continuous rise in memory prices active and passive componentsincluding PCBs logic ICs diodes resistors and beadshave seen successive price hikes. In sharp contrast the AI data center segment demonstrated unexpectedly strong inventory stocking momentum in January. Driven by steady orders from NVIDIA and CSPs major ODMs like Foxconn"  
[X Link](https://x.com/trendforce/status/2022340511470592407)  2026-02-13T16:02Z 14.3K followers, [----] engagements


"#Semiconductor manufacturing leader #TSMC has decided to jointly set up a factory with @BoschGlobal @Infineon and @NXP in #Dresden #Germany. It's also announced the introduction of the 2nm process in its #Kaohsiung factory in Taiwan. Let's take a look at TSMC's latest production capacity dynamics $TSM 📊 For more on: https://user203039.pse.is/55qtan https://user203039.pse.is/55qtan"  
[X Link](https://x.com/trendforce/status/1689622739328671744)  2023-08-10T13:00Z 14.3K followers, 31.7K engagements


"🌐 #COMPUTEX2024: Join the world's tech leaders at this global tech extravaganza set to revolve around #AI. With global spending on AI tech expected to exceed $300 billion by [----] don't miss the opportunity to be part of the future 💡 Read more: https://buff.ly/493UnbP https://buff.ly/493UnbP"  
[X Link](https://x.com/trendforce/status/1716786819050648057)  2023-10-24T12:00Z 14.3K followers, 37.4K engagements


"In August MLCC suppliers BB ratios showed varying trends. Murata Taiyo Yuden and Samsung have benefited from the rising demand related to AI servers and the stockpiling momentum associated with Apples iPhone [--] series maintaining their BB ratios above [---]. In contrast suppliers based in Taiwan and Mainland China even though they have secured orders for smartphones laptops and household appliances are facing difficulties due to general economic conditions which have dampened consumers enthusiasm for purchasing electronics. Additionally they lack incoming orders related to AI servers resulting"  
[X Link](https://x.com/trendforce/status/1825850802629693879)  2024-08-20T11:02Z 14.2K followers, 11.6K engagements


"🚀 Largan Precision best known as Apples lens supplier is reportedly stepping into #AI optical interconnects working with #TSMC on #CPO components💡More: 🔗 https://buff.ly/QFzp7B5 https://buff.ly/QFzp7B5"  
[X Link](https://x.com/trendforce/status/2008169145565601880)  2026-01-05T13:30Z 14.2K followers, [----] engagements


"AI Memory Supercycle: SK hynix Sets New All-Time Highs Across Three Key Metrics in [----] SK hynix announced its fiscal 4Q25 results reporting revenue of almost 32.83T up 34% QoQ and operating profit of approximately 19.17T up 68% QoQ. Operating margin reached 58%. All three metrics set new historical records. SK hynix stated that in addition to robust demand for HBM demand for standard server memory also surged. The companys proactive response to these trends drove its strongest quarterly performance ever. In the DRAM segment HBM revenue more than doubled year-on-year to reach a record high."  
[X Link](https://x.com/trendforce/status/2016767948954775680)  2026-01-29T06:58Z 14.3K followers, [----] engagements


"💾 AI Is Driving Memory Prices and Margins Higher AI infrastructure upgrades boost DRAM and NAND Flash demand. Enterprise SSDs are also growing giving suppliers stronger pricing power and long-term growth potential. Stay ahead of AI-driven memory market opportunities 👉 #TrendForce #SelectedTopics https://buff.ly/8yp7q23 https://buff.ly/8yp7q23"  
[X Link](https://x.com/trendforce/status/2016858995017789487)  2026-01-29T13:00Z 14.2K followers, [----] engagements


"Global #Memory Market Surges as AI Demand Drives Record Revenues for Top Three Vendors SK hynix Samsung Electronics and Micron Technology have all delivered record-breaking results in their latest quarters thanks to robust demand from AI data centers for HBM and high-capacity server products. As AI computing requirements continue to expand market demand for high-performance storage solutions is now outpacing supply growth pushing ASPs sharply higher. AI-Led Memory Boom: SK hynix Posts Record Quarterly Revenue #SKhynix reported memory revenue of 32.83T ($22.98B) in 4Q25 representing a 66% YoY"  
[X Link](https://x.com/trendforce/status/2017126307377943006)  2026-01-30T06:42Z 14.3K followers, [----] engagements


"SK Hynix Plans to Establish a Dedicated US-Focused Wing Ironically Called the AI Company to Capitalize on Memory Demand. 📰 News Source: https://buff.ly/Nik9UAi https://buff.ly/Nik9UAi"  
[X Link](https://x.com/trendforce/status/2017991506099929301)  2026-02-01T16:00Z 14.2K followers, [----] engagements


"💥 Three Chinese chip equipment vendors reportedly broke into the global top [--] by sales last yearwith #Naura even climbing to No. [--] trailing only ASML Applied Materials Lam Research and Tokyo Electron.💡More: 🔗 https://buff.ly/Vf2ztfX https://buff.ly/Vf2ztfX"  
[X Link](https://x.com/trendforce/status/2018293362332144127)  2026-02-02T12:00Z 14.3K followers, [----] engagements


"📈 Memory hikes hit record levels as 1Q26 contract prices were revised upward with conventional DRAM up 9095% QoQ and NAND Flash up 5560% QoQ.💡More analysis from #TrendForce: 🔗 https://buff.ly/pu2zXef https://buff.ly/pu2zXef"  
[X Link](https://x.com/trendforce/status/2018353833156423842)  2026-02-02T16:00Z 14.2K followers, [----] engagements


"🔥 Another #Chinese chip firm heads toward the public market: #Huawei-backed auto chipmaker Norelsys has reportedly entered #IPO tutoring kicking off its listing process.💡More: 🔗 https://buff.ly/M71VoSk https://buff.ly/M71VoSk"  
[X Link](https://x.com/trendforce/status/2018686051775029735)  2026-02-03T14:00Z 14.3K followers, [----] engagements


"DRAM Spot Prices Stall Ahead of Late-Feb Contract Price Settlements As contract price negotiations are still ongoing spot price increases have begun to stagnate in recent days though no significant loosening has been observed. It is assessed that since current spot prices are far higher than average contract prices we will need to wait until contract prices are announced after late February to determine whether another round of spot price increases will occur. The mainstream DDR4 1Gx8 3200MT/s chip saw a price increase of 0.06% this week (from US$30.86 to US$30.88). 📷 Related news: 🔗 📷 For"  
[X Link](https://x.com/trendforce/status/2018972811386388526)  2026-02-04T09:00Z 14.2K followers, [----] engagements


"📈 Google is ramping up capex in a big way this year and its key chip partner #MediaTek is riding the wave#ASIC sales could hit $1B in [----] and soar into the multi-billions in 2027.💡More: 🔗 https://buff.ly/JBOpn4D https://buff.ly/JBOpn4D"  
[X Link](https://x.com/trendforce/status/2019350303804461524)  2026-02-05T10:00Z 14.3K followers, [---] engagements


"⚛ The Post-GPU Era: Quantum Computing Rewrites the Rules As AI compute hits physical limits Nvidias CUDA-Q integrates diverse quantum hardware. IonQ and Rigetti take different technology paths. Quantum maturity now threatens classical encryption and the national race is underway. Deep dive into the Global Quantum Race strategy 👉 #TrendForce #SelectedTopics https://buff.ly/2uZTYEO https://buff.ly/2uZTYEO"  
[X Link](https://x.com/trendforce/status/2019395841467842841)  2026-02-05T13:01Z 14.3K followers, [----] engagements


"Japan claims its first slice of global advanced foundry capacity with TSMC's 3nm moveplus Rapidus on the rise. 🚀 #TSMCs #Kumamoto 3nm upgrade puts overseas capacity in focus. Analysts see TSMCs overseas output reaching at least 20% by [----] while TrendForce projects Japan to account for 2% of global advanced-node capacity by 2030.💡More: https://t.co/slAsdsfJKQ 🔗 https://t.co/SFG1bntYN0 🚀 #TSMCs #Kumamoto 3nm upgrade puts overseas capacity in focus. Analysts see TSMCs overseas output reaching at least 20% by [----] while TrendForce projects Japan to account for 2% of global advanced-node"  
[X Link](https://x.com/trendforce/status/2019618274364002470)  2026-02-06T03:44Z 14.2K followers, [----] engagements


"Lack of EUV low yields and limited customer trust keep China behind says veteran DRAM pioneer. 📰 News Source: https://buff.ly/i6Olhd2 https://buff.ly/i6Olhd2"  
[X Link](https://x.com/trendforce/status/2020677778002030722)  2026-02-09T01:54Z 14.3K followers, [----] engagements


"📈 #AI is set to push memory revenue past US$550B in 2026twice the foundry market. How is this cycle different from 2017💡More analysis from #TrendForce: 🔗 https://buff.ly/kAVX14R https://buff.ly/kAVX14R"  
[X Link](https://x.com/trendforce/status/2020890552699363536)  2026-02-09T16:00Z 14.3K followers, [----] engagements


"Module houses refer to independent memory module manufacturers that began adopting DRAM chips from Chinese suppliers starting with the DDR4 generation. In [----] as tightness in the PC DRAM market intensifies major PC OEMs have become more aggressive in seeking direct supply from Chinese DRAM vendors. However Chinese suppliers are increasingly reallocating DDR output toward server-oriented DRAM products. As a result most PC OEMs are unable to secure sufficient PC-grade DRAM directly and are instead turning to module houses that actually hold DRAM inventories. TrendForce expects PC OEMs to"  
[X Link](https://x.com/trendforce/status/2021043466906853376)  2026-02-10T02:08Z 14.3K followers, [----] engagements


"#TSMC and #Samsung are cutting 8-inch wafer output as they race toward advanced nodes. 👀 As #TSMC speeds up its 2nm and 3nm expansion push the foundry giant is trimming 8-inch capacity. About 80% of its 5M annual wafers will reportedly shift to affiliate VIS over time.💡More: https://t.co/wHUlSF1AoK 🔗 https://t.co/wFdapmG3j1 👀 As #TSMC speeds up its 2nm and 3nm expansion push the foundry giant is trimming 8-inch capacity. About 80% of its 5M annual wafers will reportedly shift to affiliate VIS over time.💡More: https://t.co/wHUlSF1AoK 🔗 https://t.co/wFdapmG3j1"  
[X Link](https://x.com/trendforce/status/2021149907487424886)  2026-02-10T09:11Z 14.3K followers, [----] engagements


"📈 South Koreas sales boom in North America Major conglomerates grew 14% YoY through Q3 [----] led by memory giant #SKhynix whose North American share reportedly topped 70% of total revenue.💡More: 🔗 https://buff.ly/QZEJXg5 https://buff.ly/QZEJXg5"  
[X Link](https://x.com/trendforce/status/2021192472454397988)  2026-02-10T12:00Z 14.3K followers, [---] engagements


"🤖 US-China Semiconductor Manufacturing Race Intensifies U.S. chip reshoring policies are boosting automation demand. AI and digital twin tech are driving efficiency and yield improvements while smart logistics enables multi-equipment coordination. Industry [---] is accelerating across the board. Explore semiconductor automation supply chains and trends 👉 #TrendForce #SelectedTopics https://buff.ly/YGWVPQV https://buff.ly/YGWVPQV"  
[X Link](https://x.com/trendforce/status/2014322495877177778)  2026-01-22T13:01Z 14.3K followers, [----] engagements


"🚨 Memory isnt the only hot ticket in AI: #Intel and #AMD reportedly warn Chinese clientsincluding Alibaba and Tencentof server CPU delays up to [--] months.💡More: 🔗 https://buff.ly/xkBnxVM https://buff.ly/xkBnxVM"  
[X Link](https://x.com/trendforce/status/2019758031999750535)  2026-02-06T13:00Z 14.3K followers, [----] engagements


"#HBM4 showdown intensifies. 📢 #Samsung bounces back Reportedly first to ship #HBM4 post-Lunar New Year with top-tier performance thanks to 1c DRAM + 4nm foundryso why did #NVIDIA give SK hynix the lions share 💡More: https://t.co/7YtBwTMxEP 🔗 https://t.co/cxQKPJGetM 📢 #Samsung bounces back Reportedly first to ship #HBM4 post-Lunar New Year with top-tier performance thanks to 1c DRAM + 4nm foundryso why did #NVIDIA give SK hynix the lions share 💡More: https://t.co/7YtBwTMxEP 🔗 https://t.co/cxQKPJGetM"  
[X Link](https://x.com/trendforce/status/2020710492466204960)  2026-02-09T04:04Z 14.3K followers, [----] engagements


"📢 The price hike cycle isnt overits #Infineons turn. From April [----] select price hikes are coming as #AI data center demand tightens power IC supply and costs rise.💡More: 🔗 https://buff.ly/pkkpzrq https://buff.ly/pkkpzrq"  
[X Link](https://x.com/trendforce/status/2019380532509856186)  2026-02-05T12:00Z 14.3K followers, [----] engagements


"AI Arms Race Accelerates: Hyperscalers [----] Capital Spending to Exceed $650B Market sentiment toward AI remains firmly optimistic. Based on 4Q25 (OctDec 2025) earnings releases from the worlds four largest hyperscale CSPsAmazon Microsoft Alphabet (Google) and Metacombined AI-related capital expenditures in [----] are projected to surpass $650B underscoring the escalating scale of global investment in AI infrastructure. #Amazon reported quarterly revenue of $213.4B up 14% YoY with AWS revenue rising 24% YoY to $35.58B. The company expects capital expenditures to reach approximately $200B in 2026"  
[X Link](https://x.com/trendforce/status/2019702425985183783)  2026-02-06T09:19Z 14.3K followers, [----] engagements


"💥 Peek behind the curtain #Intels Z-Angle Memory co-developed with SoftBanks subsidiary made its debut in Japan. With vertically stacked dies heat flows evenly upward solving the thermal headaches of traditional planar memory.💡More: 🔗 https://buff.ly/yeY8Lwm https://buff.ly/yeY8Lwm"  
[X Link](https://x.com/trendforce/status/2021554856436150324)  2026-02-11T12:00Z 14.3K followers, [---] engagements


"💰 #Chinas chip self-sufficiency push is accelerating: Shanghai IC Fund III which has already backed 20+ domestic firms including #SMIC has expanded to 6B yuanan [--] jump.💡More: 🔗 https://buff.ly/jXvPcaJ https://buff.ly/jXvPcaJ"  
[X Link](https://x.com/trendforce/status/2021569965350912091)  2026-02-11T13:00Z 14.3K followers, [----] engagements


"📢 Memory price spikes have doubled BOM share threatening a double-digit decline in [----] smartphone production.💡More analysis from #TrendForce: 🔗 https://buff.ly/wp8dOlz https://buff.ly/wp8dOlz"  
[X Link](https://x.com/trendforce/status/2021619446448558526)  2026-02-11T16:16Z 14.3K followers, [----] engagements


"📢 #Sharp will shut Kameyama K2 in August cutting large-gen LCD capacity. With Oxide gains fading and MacBook orders uncertain who will fill the e-paper and IT panel gap💡More analysis from #TrendForce: 🔗 https://buff.ly/QZvJhik https://buff.ly/QZvJhik"  
[X Link](https://x.com/trendforce/status/2021630504500404698)  2026-02-11T17:00Z 14.3K followers, [---] engagements


"#Micron firmly rejected reports of zero market share confirming HBM4 shipments are underway and ramping in 1Q. 📢 Amid whispers of being left out of NVIDIAs Rubin #Micron fired back: #HBM4 shipments are live ramping in 1Q a whole quarter ahead of Decembers 2Q target💡More: https://t.co/uOYnvipnod 🔗 https://t.co/2C4c7YX2fJ 📢 Amid whispers of being left out of NVIDIAs Rubin #Micron fired back: #HBM4 shipments are live ramping in 1Q a whole quarter ahead of Decembers 2Q target💡More: https://t.co/uOYnvipnod 🔗 https://t.co/2C4c7YX2fJ"  
[X Link](https://x.com/trendforce/status/2021791837435179086)  2026-02-12T03:41Z 14.3K followers, [----] engagements


"💥 Bad timing for #AppliedMaterials Just before earnings the chip giant takes a $252M hit for illegally shipping [--] implanters to Chinas top foundry #SMIC in 20212022.💡More: 🔗 https://buff.ly/GJZbM0f https://buff.ly/GJZbM0f"  
[X Link](https://x.com/trendforce/status/2021917263020892247)  2026-02-12T12:00Z 14.3K followers, [----] engagements


"📱 #Samsungs #GalaxyS26 is set for Feb. [--] reportedly powered by its in-house 2nm #Exynos2600 and #Qualcomm Snapdragon. But with memory costs climbing a price bump could follow.💡More: 🔗 https://buff.ly/Ad7tSHJ https://buff.ly/Ad7tSHJ"  
[X Link](https://x.com/trendforce/status/2021932360963338682)  2026-02-12T13:00Z 14.3K followers, [----] engagements


"🤔 #Samsung edged ahead in #HBM4 shipmentsbut with capacity and yield still tight all eyes are on #NVIDIA: will it ease specs or tap lower-tier variants to secure enough supply💡More: 🔗 https://buff.ly/sY6wCJH https://buff.ly/sY6wCJH"  
[X Link](https://x.com/trendforce/status/2022279636709695973)  2026-02-13T12:00Z 14.3K followers, [----] engagements


"📢 #NVIDIAs Rubin is set to boost HBM4 demand with #Samsung #SKhynix and #Micron nearing validation completion by 2Q26. 💡 #TrendForce breaks down their edge: 🔗 https://buff.ly/3orDpEx https://buff.ly/3orDpEx"  
[X Link](https://x.com/trendforce/status/2022340136868954233)  2026-02-13T16:00Z 14.3K followers, [----] engagements


"HP Dell Acer and Asus mull using Chinese memory chips amid supply crunch. 📰 News https://buff.ly/fdPImpw https://buff.ly/fdPImpw"  
[X Link](https://x.com/trendforce/status/2022702736970523083)  2026-02-14T16:01Z 14.3K followers, [----] engagements


"The global #TV market experienced increased shipment in 3Q19 but #TrendForce is predicting a small decline in yearly shipment since cc : @RapidTVNews @UHD4k @ElectronicsNews @eetimes @BW @BBCTech @businessinsider @eWEEKNews @CNETNews @engadgethd https://buff.ly/2R119t8 https://buff.ly/2R119t8"  
[X Link](https://x.com/trendforce/status/1199719577179086854)  2019-11-27T16:00Z 14.3K followers, [---] engagements


"Global #Smartphone Production Volume Grows 9.2% in 3Q19 to reach [---] million units but #TrendForce predicts a minor decline in 4Q19. Heres why : cc: @meliho @evankirstel @WorldTrendsInfo @electronics_med @Ronald_vanLoon @eetimes @verge @vladsavov @SAI https://buff.ly/2L0iqz6 https://buff.ly/2L0iqz6"  
[X Link](https://x.com/trendforce/status/1200082192531173378)  2019-11-28T16:01Z 14.3K followers, [---] engagements


"@TrendForce show the current development of the Taiwan #semiconductor industry in #5G supply chain cc : @SEMIconex @SEMI_mktstats @meliho @evankirstel @Xavier_Porter1 @electronics_med @SemiElectronics @DigitalNStream @anandtech @businessinsider @ZDNet @CNET @soheefication"  
[X Link](https://x.com/trendforce/status/1201531500673601539)  2019-12-02T16:00Z 14.3K followers, [--] engagements


"Global #smartphone production volume hits five-year low in 1Q20 To make matters worse the industry may face a component shortage in the near future cc: @amyyqin @paulmozur @lilkuo @evankirstel @vladsavov @peterthiel @IanKingSky @lancewhit @LeoKelion https://buff.ly/2uou020 https://buff.ly/2uou020"  
[X Link](https://x.com/trendforce/status/1226898766751576064)  2020-02-10T16:00Z 14.3K followers, [---] engagements


"#TrendForce believes that the #coronavirus outbreak will have limited impact on #server supply without causing any drastic changes in yearly server shipment yet certain risk factors remain cc: @lucasmearian @SofiaMcFarland @adra_la @backlon @rjcc https://buff.ly/2w2uj2J https://buff.ly/2w2uj2J"  
[X Link](https://x.com/trendforce/status/1226943944975638529)  2020-02-10T19:00Z 14.3K followers, [---] engagements


"🔥 #2020LEDforum webinar🔥 How will companies approach innovative display technologies with regards to mass production @trendforce has invited #LED industry representatives to unveil for you the latest #MicroLED and #MiniLED developments 👉 https://buff.ly/2CkyoCo https://buff.ly/2CkyoCo"  
[X Link](https://x.com/trendforce/status/1285650866087895041)  2020-07-21T19:00Z 14.3K followers, [---] engagements


"The forecasted decline in 3Q20 #server shipment is expected to widenwith @Dell @HPE_Compute @Huawei and @InspurCorp registering near double-digit QoQ drops. @trendforce explains the various server OEMs latest movements. cc: @rioev @vladsavov @eetimes https://buff.ly/2PYBVKm https://buff.ly/2PYBVKm"  
[X Link](https://x.com/trendforce/status/1295752642594058242)  2020-08-18T16:01Z 14.3K followers, [---] engagements


"#DDR5 #DRAM will still remain in the product development and verification phases for the 2020-2021 period with adoption expected to take place in [----] at the earliest. #TrendForce explains. https://buff.ly/3kTmZuW https://buff.ly/3kTmZuW"  
[X Link](https://x.com/trendforce/status/1323656373478064128)  2020-11-03T16:00Z 14.3K followers, [---] engagements


"📱 #Foxconns dominance on #iPhone assembly is now being challenged. As #Luxshare acquires control over another iPhone assembly plant in China it is gaining more market share in manufacturing iPhone expected to secure more Apples orders. 🔗 More: 🔗 https://buff.ly/3NIjUhL https://buff.ly/3NIjUhL"  
[X Link](https://x.com/trendforce/status/1740915608516988935)  2023-12-30T02:00Z 14.3K followers, 41.1K engagements


"In [----] the global top [--] foundries are set to see a 12% annual increase in revenue with AI demand as a key driver #TrendForce dives into customer order demands and inventory adjustments. https://buff.ly/3Vfv1TU https://buff.ly/3Vfv1TU"  
[X Link](https://x.com/trendforce/status/1767581750576697593)  2024-03-12T16:01Z 14.3K followers, [----] engagements


"🔥 In addition to Galaxy Tab S10 #MediaTek now may win another major order from #Samsung Samsung is said to adopt the Taiwanese chip makers Dimensity series for Galaxy S25💡Explore more: 🔗 https://buff.ly/3zj2mEp https://buff.ly/3zj2mEp"  
[X Link](https://x.com/trendforce/status/1806681499158069374)  2024-06-28T13:30Z 14.3K followers, [---] engagements


"💥#Trumps proposed 25% tariff on #Mexican imports is shaking up the #AI server industry. #CSPs are pushing Taiwanese ODMs to prioritize Made in the USA productionhow will #Foxconn #Quanta #Wiwynn and #Inventec respond💡More: 🔗 https://buff.ly/41dRCmJ https://buff.ly/41dRCmJ"  
[X Link](https://x.com/trendforce/status/1863599242561966505)  2024-12-02T15:00Z 14.3K followers, [---] engagements


"⚠ The chip export storm has hit the semiconductor industry hard and the ripple effects start from the top #AppliedMaterials expects a $400M sales hit in [----] after halting equipment maintenance for some Chinese clients 💡More: 🔗 https://buff.ly/4164ucO https://buff.ly/4164ucO"  
[X Link](https://x.com/trendforce/status/1891691612687814856)  2025-02-18T03:30Z 14.3K followers, [----] engagements


"International geopolitical tensions and the escalating US-China trade war have accelerated the shift of #ICT industry production bases away from China leading to a restructuring of supply chain segments. In response #Murata Manufacturing Co. Ltd. has reevaluated and strategically deployed its global production facilities aligning with its Business Continuity Plan (BCP) to enhance supply chain resilience. The company aims to improve efficiency and adaptability by positioning production closer to customers and reducing logistical distances. Meanwhile the #Trump administration's push for"  
[X Link](https://x.com/trendforce/status/1892756974506561579)  2025-02-21T02:03Z 14.3K followers, [----] engagements


"💥Chip equipment giant #LamResearch drops 100B rupees ($1.15B) in #India They're not alone - #Micron #AppliedMaterials & #TEL are all investing too. What's driving semiconductor players to bet big on India now💡More: 🔗 https://buff.ly/41p4hD3 https://buff.ly/41p4hD3"  
[X Link](https://x.com/trendforce/status/1893824413427965976)  2025-02-24T00:45Z 14.3K followers, [---] engagements


"👀 Is China ready to take on global chip giants such as #ASML #AppliedMaterials and #TokyoElectron #SiCarrier rumored to have ties to #SMIC and #Huawei is making waves with its newly unveiled etching systems and epitaxial tools💡More: 🔗 https://buff.ly/PJInxoG https://buff.ly/PJInxoG"  
[X Link](https://x.com/trendforce/status/1905228416149795112)  2025-03-27T12:00Z 14.3K followers, [----] engagements


"💥#SiCarrier stole the spotlight at SEMICON China and may have even bigger plans ahead With clients like #SMIC and #HuaHong it's now reportedly working on tools compatible with #ASML and #AppliedMaterials by 2026💡More: 🔗 https://buff.ly/7EhCix9 https://buff.ly/7EhCix9"  
[X Link](https://x.com/trendforce/status/1906506729895973238)  2025-03-31T00:40Z 14.3K followers, [----] engagements


"🚨 When American tariffs hit their own team If #Trump's semiconductor #tariffs go through U.S. chip equipment makers #AppliedMaterials #LamResearch & #KLA are expected to face $1 BILLION losses 💡More: 🔗 https://buff.ly/Nd9L1RQ https://buff.ly/Nd9L1RQ"  
[X Link](https://x.com/trendforce/status/1912491274721968614)  2025-04-16T13:00Z 14.3K followers, [---] engagements


"💥Major #AI supply chain shakeup #AMD reportedly selling its US AI server plant with Taiwan's #Compal and #Wiwynn among potential buyers. Is Taiwan's manufacturing migrating to American soil 💡More: 🔗 https://buff.ly/wQOUCi4 https://buff.ly/wQOUCi4"  
[X Link](https://x.com/trendforce/status/1914479292970406242)  2025-04-22T00:40Z 14.3K followers, [----] engagements


"🚨 After warning of a $400M hit from pausing maintenance for some Chinese clients #AppliedMaterials saw its China sales shrink to just 25% of total revenue amid U.S. export curbs Meanwhile Taiwan has emerged as its top market in Q2.💡More: 🔗 https://buff.ly/SiE3E4O https://buff.ly/SiE3E4O"  
[X Link](https://x.com/trendforce/status/1923264718988337431)  2025-05-16T06:30Z 14.3K followers, [---] engagements


"💥 US reportedly mulls #AI chip export bans on #Malaysia & #Thailand to stop China smuggling Taiwanese server giants #Wiwynn & #Quanta could take a hit. 💡More: 🔗 https://buff.ly/XwwXQrB https://buff.ly/XwwXQrB"  
[X Link](https://x.com/trendforce/status/1942066186965176507)  2025-07-07T03:40Z 14.3K followers, [----] engagements


"💥 #Malaysia now requires permits for export & transshipment of US #AI chips. With major server manufacturers #SuperMicro & #Wiwynn having significant production there supply chain on alert💡More: 🔗 https://buff.ly/h1rEz0S https://buff.ly/h1rEz0S"  
[X Link](https://x.com/trendforce/status/1945091103851450797)  2025-07-15T12:00Z 14.3K followers, [---] engagements


"👀 #TSMC forecasts a strong Q3 with 2nm set to begin ramping in 2H25 but #Intel also steals the spotlight its reportedly the first to get #ASMLs EXE:5200💡More on where the foundry giants stand in the High-NA EUV race: 🔗 https://buff.ly/w3wCkSJ https://buff.ly/w3wCkSJ"  
[X Link](https://x.com/anyuser/status/1945846209375080541)  2025-07-17T14:01Z 14.3K followers, [----] engagements


"🚀 As #NVIDIA ramps up #GB200 rack shipments liquid cooling is emerging as the standard configuration for high-performance AI data centers.💡More analysis from #TrendForce: 🔗#Foxconn #Supermicro #Quanta #Wiwynn https://buff.ly/vpBs84K https://buff.ly/vpBs84K"  
[X Link](https://x.com/trendforce/status/1948412942531076520)  2025-07-24T16:00Z 14.3K followers, [---] engagements


"💥 #Chinas chip merger drive is reportedly stalling. Beijing wants to cut reliance on U.S. equipment firms like #AppliedMaterialsbut the path to tech independence isnt so smooth 💡More: 🔗 https://buff.ly/Csx2TJH https://buff.ly/Csx2TJH"  
[X Link](https://x.com/trendforce/status/1953788325669536049)  2025-08-08T12:00Z 14.3K followers, [---] engagements


"💥 U.S.-China tech war heats up Beijing E-town sues #AppliedMaterials for 99.99M yuan ($13.9M) over alleged plasma tech trade secret theftNVIDIA H20 isnt the only hotspot 💡More: 🔗 https://buff.ly/xiLAT7i https://buff.ly/xiLAT7i"  
[X Link](https://x.com/trendforce/status/1956153870507225183)  2025-08-15T00:40Z 14.3K followers, [---] engagements


"👀 Chip equipment market splits: #LamResearch & #KLA soar on AI demand but #AppliedMaterials dampens the mood with a China-weighed forecast.💡More: 🔗 https://buff.ly/LwYlsnL https://buff.ly/LwYlsnL"  
[X Link](https://x.com/trendforce/status/1957967070269735258)  2025-08-20T00:45Z 14.3K followers, [---] engagements


"👀 #Intel is treading carefully on #18A but its first rack-scale AI platform #JaguarShores is reportedly in the works Reportedly packed with HBM4 and built on 18A could this be the AI comeback Team Blue has been waiting for💡More: 🔗 https://buff.ly/1OTaml0 https://buff.ly/1OTaml0"  
[X Link](https://x.com/trendforce/status/1958514502699213099)  2025-08-21T13:00Z 14.3K followers, [----] engagements


"💥 Major shakeup from #Intel again Team Blues Director of Advanced Packaging Tech is now heading to lead #AnalogDevices expanded Oregon fab. Another hint the chipmaker is retreating from non-core businesses 💡More: 🔗 https://buff.ly/ZrVU2eo https://buff.ly/ZrVU2eo"  
[X Link](https://x.com/trendforce/status/1961073813463929176)  2025-08-28T14:30Z 14.3K followers, [---] engagements


"🤝 #Photonics on the move #AppliedMaterials joins forces with #GlobalFoundries to build a waveguide plant in Singapore powering innovation in this emerging tech 💡More: 🔗 https://buff.ly/8jQaU3M https://buff.ly/8jQaU3M"  
[X Link](https://x.com/trendforce/status/1972828763462222260)  2025-09-30T01:00Z 14.3K followers, [---] engagements


"⚠ This week Washington rolled out new export curbs to block Chinese blacklisted firms like Huawei from using affiliates to bypass U.S. rules. Chip tool giants feel the burn#AppliedMaterials warns $110M hit in Q4 and $600M in 2026💡More: 🔗 https://buff.ly/vHdRXa1 https://buff.ly/vHdRXa1"  
[X Link](https://x.com/trendforce/status/1973938571036774836)  2025-10-03T02:30Z 14.3K followers, [---] engagements


"👀 Taiwan is flexing its AI muscle at the #OCPGlobalSummit [----] in San Jose About [--] firmsincluding #Delta Lite-On #Wiwynn and #MediaTekare showcasing everything from rack power and liquid cooling to full server systems.💡More: 🔗 https://buff.ly/05VIKDX https://buff.ly/05VIKDX"  
[X Link](https://x.com/trendforce/status/1977736136186265804)  2025-10-13T14:00Z 14.3K followers, [----] engagements


"🚨 #Layoffs alert: #Amazon may cut up to [-----] jobspotentially the biggest wave since [----]. #Microsoft #Meta and #AppliedMaterials are also trimming workforces. Big tech's reality check 💡More: 🔗 https://buff.ly/CryPJrh https://buff.ly/CryPJrh"  
[X Link](https://x.com/trendforce/status/1983013427690815982)  2025-10-28T03:30Z 14.3K followers, [----] engagements


"🔥 Memory supercycle is here Not just HBM#SanDisk warns #NAND shortages will last past [----] with tight supply stretching into [----]. Demand past capex and product transitions driving the crunch.💡More: 🔗 https://buff.ly/vmVCz4y https://buff.ly/vmVCz4y"  
[X Link](https://x.com/trendforce/status/1986765709687280036)  2025-11-07T12:00Z 14.3K followers, 130.6K engagements


"DRAM Chip Spot Prices Surpass Modules Signaling Imminent Surge In recent weeks spot prices of DDR4 and DDR5 products have been climbing due to sellers holding back. However because sellers in the spot market are releasing very limited quantities transaction volumes have remained relatively low. Notably quotes for DRAM chips (US$ per Gb) have already surpassed quotes for modules of the same capacity and the price difference is substantial. TrendForce believes that in the short term the spot market will see a rapid rise in module prices narrowing the gap with chip prices. The average spot price"  
[X Link](https://x.com/trendforce/status/1988487172308009085)  2025-11-12T06:01Z 14.3K followers, 30.7K engagements


"🤔 #AppliedMaterials says China fab spending will drop in [----] as U.S. curbs tighten pushing its revenue share there into the mid-20% range yet it still expects overall equipment demand to rebound in 2H26.💡More: https://user203039.pse.is/8ccmvd https://user203039.pse.is/8ccmvd"  
[X Link](https://x.com/trendforce/status/1989227392800555074)  2025-11-14T07:02Z 14.3K followers, [----] engagements


"🌟 As data centers scale high-speed optical links are essential. #NVIDIA reportedly locked up EML laser capacity pushing lead times past [----] and driving CSPs toward alternatives.💡More analysis from #TrendForce: 🔗 https://buff.ly/iJtgBG4 https://buff.ly/iJtgBG4"  
[X Link](https://x.com/trendforce/status/1998060191946875298)  2025-12-08T16:00Z 14.3K followers, 25K engagements


"In [----] as Samsung officially enters the HBM4 market alongside SK hynix SK hynix is not only striving to maintain its leadership and competitiveness within the HBM sector but is also establishing long-term strategies for the recently constrained NAND Flash segment. The company plans to implement hybrid-bonding technology in its V10 process which could significantly increase NAND I/O speeds and substantially improve yields for stacks exceeding [---] layers. Although hybrid bonding introduces greater process complexity it offers the potential for superior performance and shorter manufacturing"  
[X Link](https://x.com/trendforce/status/1999013628885049456)  2025-12-11T07:09Z 14.3K followers, [----] engagements


"👓 #Meta reportedly taps South Koreas Sapien Semiconductors for #MicroLED backplanes in 2H27 AR glassesoutsourcing talks with GlobalFoundries are said to be underway 💡More: 🔗 https://buff.ly/9Bk6ZOo https://buff.ly/9Bk6ZOo"  
[X Link](https://x.com/trendforce/status/2001449848235606439)  2025-12-18T00:30Z 14.3K followers, [---] engagements


"📢 Following Texas Instruments major price hike in August #AnalogDevices is reportedly set to raise prices by up to 30% starting early [----] with military-spec products expected to see the biggest increases💡More: 🔗 https://buff.ly/OVKWwnN https://buff.ly/OVKWwnN"  
[X Link](https://x.com/trendforce/status/2001985903720354254)  2025-12-19T12:00Z 14.3K followers, [----] engagements


"The market for 16:10 #panels has once again become a hot topic in part because of a joint developmental effort by @Dell and #Sharp. In spite of this @trendforce holds a conservative view towards next years market conditions in view of the following https://buff.ly/2NAYJ1m https://buff.ly/2NAYJ1m"  
[X Link](https://x.com/trendforce/status/1191384690588037125)  2019-11-04T16:00Z 14.3K followers, [---] engagements


"@MicronTech is currently delivering the first 96L #TLC #SSD in the eSSD market the Micron [----] series to customers. We foresee that Micron will ramp up production from mid-2020 onwards and drive up profits for its #eSSD business unit. @Sara_Jo_Blevins https://buff.ly/2WKveyb https://buff.ly/2WKveyb"  
[X Link](https://x.com/trendforce/status/1192109413705932803)  2019-11-06T16:00Z 14.3K followers, [---] engagements


"As the decline in Q4 [----] #DRAM ASP lessens and the buying momentum in October increases can DRAM prices in [----] rebound @soheefication @DigitalNStream @eetimes @BBCTech @anandtech @businessinsider @MarketWatch @Telegraph @ForbesTech @ZDNet @cnntech https://buff.ly/2NBPy1R https://buff.ly/2NBPy1R"  
[X Link](https://x.com/trendforce/status/1193921325678637058)  2019-11-11T16:00Z 14.3K followers, [---] engagements


"3Q19 Global #NAND_flash revenue reached US$11.9 billion but how did the individual manufacturers perform@trendforce explains. @GlobeTechnology @verge @BBCTech @technology @anandtech @peterthiel @scurtsy @backlon @markets @TechCrunch @Techmeme @engadget https://buff.ly/2XGhc12 https://buff.ly/2XGhc12"  
[X Link](https://x.com/trendforce/status/1198994755583139842)  2019-11-25T16:00Z 14.3K followers, [---] engagements


"3Q19 revenue for the top [--] #IC_design companies has just been released Some U.S.-based companies saw greatly diminished revenues with @Qualcomm showing the most critical dip of over 22%. #TrendForce explains. cc: @SEMI_mktstats @ElectronicsNews https://buff.ly/2rPH5zA https://buff.ly/2rPH5zA"  
[X Link](https://x.com/trendforce/status/1202256352841797633)  2019-12-04T16:00Z 14.3K followers, [---] engagements


"Quarterly revenue for the global #foundry industry grew 6% in 4Q19 #TSMC @Samsung @GLOBALFOUNDRIES all show positive growth YoY but #TowerJazz #HuaHong and #VIS show negative growth. @trendforce has the inside scoop. cc: @SEMI_mktstats @eetimes https://buff.ly/345emnK https://buff.ly/345emnK"  
[X Link](https://x.com/trendforce/status/1204430790043541504)  2019-12-10T16:00Z 14.3K followers, [---] engagements


"#Samsung is aggressive to launch their PC OEM #SSD with V6 #V_NAND solution this year. We expect Samsung to launch their enterprise SSD solution with V6 NAND at 2H of [----] to expand market share for #datacenter segment. cc: @vladsavov @verge @lucasmearian https://buff.ly/34aLiLO https://buff.ly/34aLiLO"  
[X Link](https://x.com/trendforce/status/1205200719168573442)  2019-12-12T19:00Z 14.3K followers, [---] engagements


"Are we about to see an upturn in #DRAM prices Which products will spearhead this resurgence #TrendForce has this to say #DRAM #memoryprices https://buff.ly/2RY8MRB https://buff.ly/2RY8MRB"  
[X Link](https://x.com/trendforce/status/1206604974588870656)  2019-12-16T16:00Z 14.3K followers, [--] engagements


"The #trade_war s effect on the demand growth of #servers in [----] appears to be limited as the industry is primed for double-digit growth according to @dramexchange_tf of @trendforce cc: @BigData_Joe @electronics_med @Ronald_vanLoon @verge #datacenter https://buff.ly/2rkYZKJ https://buff.ly/2rkYZKJ"  
[X Link](https://x.com/trendforce/status/1209141656483778563)  2019-12-23T16:00Z 14.3K followers, [---] engagements


"Are ultra-fine pitch #LED #displays the next game-changer in the display market #TrendForce forecasts the dynamics and momentum of these products cc: @vladsavov @technology @stshank @rjcc @LEDsource @LEDnews @lednewsorg @LEDNews_UK @LED_news @LEDsource https://buff.ly/2MG85sL https://buff.ly/2MG85sL"  
[X Link](https://x.com/trendforce/status/1211617981005996034)  2019-12-30T12:00Z 14.3K followers, [--] engagements


"Most #TVs on the market this year with #Mini_LED backlighting are passive matrix but active matrix is superior in many respects including cost-effectiveness. cc: @eWEEKNews @LeoKelion @bmclannahan @backlon @nidopal @LEDsource @TechCrunch @LEDnews https://buff.ly/2Qugm49 https://buff.ly/2Qugm49"  
[X Link](https://x.com/trendforce/status/1211678497221029889)  2019-12-30T16:00Z 14.3K followers, [---] engagements


"Will we see a demand surge for both #Graphics_DRAM and #SSD in the second half of this year #TrendForce has the details cc: @peterthiel @IanKingSky @lancewhit @scurtsy @LeoKelion @carogluck @austinramzy @SofiaMcFarland @amyyqin @SimonSage @jpmello @CNET https://buff.ly/30mz6Hg https://buff.ly/30mz6Hg"  
[X Link](https://x.com/trendforce/status/1217521864270061568)  2020-01-15T19:00Z 14.3K followers, [---] engagements


"The decline in #DRAM contract prices has officially come to a close in 1Q20. Though rising quotes may improve suppliers profitability how will their margins change #TrendForce give you the details. cc: @natashakhanhk @IanKingSky @scurtsy @LeoKelion https://buff.ly/2HAit2w https://buff.ly/2HAit2w"  
[X Link](https://x.com/trendforce/status/1229797909467729922)  2020-02-18T16:00Z 14.3K followers, [--] engagements


"🔥Early Bird Special Pricing Available🔥 How will the #memory market evolve going forward given the ongoing fluctuations in the global markets❓ What are the challenges and opportunities in the Memory Industry Supply Chain❓ Dont miss #Compuforum2020 👇 https://buff.ly/2Vye3Ar https://buff.ly/2Vye3Ar"  
[X Link](https://x.com/trendforce/status/1277897357519204352)  2020-06-30T09:30Z 14.3K followers, [---] engagements


"Register NOW ❗ If you want to know 📌Opportunities and Challenges of Innovation and Mass Production of #MicroLED 📌Review on the Innovative Technology of Micro LED 📌Research and Development Progress of #MiniLED Backlight Dont miss #LEDforum2020👇 https://bit.ly/328EIYX https://bit.ly/328EIYX"  
[X Link](https://x.com/trendforce/status/1280894505827393536)  2020-07-08T16:00Z 14.3K followers, [----] engagements


"#2020LEDforum webinar Fluctuations in the display market have induced companies to invest in emerging technologies despite delays in mass production. #TrendForce is honored to host speakers from major LED companies to discuss the latest technological developments in the industry"  
[X Link](https://x.com/trendforce/status/1283578598394339331)  2020-07-16T01:46Z 14.3K followers, [---] engagements


"Final chance for early bird pricing Get the latest updates on trends and business opportunities in the #MicroLED and #MiniLED industries. 📌Register for #2020LEDforum right now and save $60 👉 https://buff.ly/2CkyoCo https://buff.ly/2CkyoCo"  
[X Link](https://x.com/trendforce/status/1287387194210967553)  2020-07-26T14:00Z 14.3K followers, [--] engagements


"The uptrend of #polysilicon prices has galvanized an increase in #wafer prices as well leading to global #PVmodule prices recovering from their slump but the magnitude of this rebound is likely to be limited. @trendforce explains. #solar #PV https://buff.ly/2POxe5Q https://buff.ly/2POxe5Q"  
[X Link](https://x.com/trendforce/status/1293910252367179779)  2020-08-13T14:00Z 14.3K followers, [---] engagements


"The [--] largest #OSAT companies quarterly revenues grew by 26.6% YoY in 2Q20 #TrendForce explains the key determinant of 2H20 OSAT revenue. #semiconductor #foundry #IC #ICmanufacturing #ICpackageandtest cc: @EDNcom @wccftechdotcom @MarkLaPedus @eetimes https://buff.ly/2FkHLnn https://buff.ly/2FkHLnn"  
[X Link](https://x.com/trendforce/status/1293940391222358017)  2020-08-13T16:00Z 14.3K followers, [---] engagements


"The latest ranking of global branded #DRAM manufacturers by revenue in 2Q20 has just been releasedwith @Samsung @skhynix and @MicronTech each registering a double-digit growth @trendforce explains. #revenue #Price cc: @rioev @natashakhanhk @LeenaRao https://buff.ly/34cEeBT https://buff.ly/34cEeBT"  
[X Link](https://x.com/trendforce/status/1296114958602772480)  2020-08-19T16:01Z 14.3K followers, [---] engagements


"The U.S. Department of Commerce has taken further actions against @Huawei by expanding the Entity List to include [--] additional Huawei subsidiaries. @trendforce explains . https://buff.ly/2FLUEag https://buff.ly/2FLUEag"  
[X Link](https://x.com/trendforce/status/1296839555899961346)  2020-08-21T16:00Z 14.3K followers, [---] engagements


"#TrendForce has just released its 3Q20 forecast of global top [--] #foundries ranked by revenue Save for @GLOBALFOUNDRIES and #HuaHong all other companies on the list are expected to see positive growth. @trendforce explains. https://buff.ly/32iWU0d https://buff.ly/32iWU0d"  
[X Link](https://x.com/trendforce/status/1297926659346235396)  2020-08-24T16:00Z 14.3K followers, [---] engagements


"#TrendForce has released the production ranking of the global top six #smartphone brands as well as their market shares for 2Q20. Despite taking the crown #Samsung was the only manufacturer on the list to register a QoQ decline. @trendforce explains. https://buff.ly/3aSBFWQ https://buff.ly/3aSBFWQ"  
[X Link](https://x.com/trendforce/status/1298334459268407296)  2020-08-25T19:00Z 14.3K followers, [---] engagements


"Demand for video cards has gone through the roof courtesy of #WFH and the stay-at-home economy. @trendforce explains the implications this will have on #graphicsDRAM prices. #DRAM #GDDR6X #GDDR5 #GDDR6 cc: @rioev @vladsavov @peterthiel @natashakhanhk https://buff.ly/31Vztv7 https://buff.ly/31Vztv7"  
[X Link](https://x.com/trendforce/status/1301550656352858113)  2020-09-03T16:00Z 14.3K followers, [---] engagements


"Despite the expected ramp-up in shipment momentum by #server manufacturers in 4Q20 this recovery will likely fall short of 2Q20. As well will @Huawei s preemptive stock-up demand reverse the downtrend of #serverDRAM prices https://buff.ly/2E3TM03 https://buff.ly/2E3TM03"  
[X Link](https://x.com/trendforce/status/1306261641965731840)  2020-09-16T16:00Z 14.3K followers, [---] engagements


"As restrictions come into effect against #SMIC the #foundry faces a potential cutoff in equipment supply and risk of withdrawn orders from its foreign clients. Also certain equipment suppliers are expected to bear the brunt of the impact. #semiconductor https://buff.ly/3cWTntz https://buff.ly/3cWTntz"  
[X Link](https://x.com/trendforce/status/1313147245584408580)  2020-10-05T16:01Z 14.3K followers, [---] engagements


"@trendforce has just released its forecast of top [--] tech trends for [----] Click the link below to find out about the #DRAM EUV era 150L #NAND Flash stacking technology alternatives to white #OLED #6G mobile networks and more👇 https://buff.ly/3liPfXy https://buff.ly/3liPfXy"  
[X Link](https://x.com/trendforce/status/1313509494803116032)  2020-10-06T16:00Z 14.3K followers, [---] engagements


"As the #memory industry remains sluggish in 4Q20 total recovery appears unlikely even in the face of memory demand from @Huawei s competitors in the smartphone market. @trendforce explains. #DRAM #NAND #nandflash cc: @vladsavov @natashakhanhk @eetimes https://buff.ly/30GdJCk https://buff.ly/30GdJCk"  
[X Link](https://x.com/trendforce/status/1313871708139466752)  2020-10-07T16:00Z 14.3K followers, [---] engagements


"As dust settles on the lawsuit against #UMC for stealing #DRAM technologies from @MicronTech wafer capacities across the foundry industry continue to remain constrained. @trendforce explains. #semiconductor cc: @eetimes @TechCrunch @cnni @technology https://buff.ly/34kIlf2 https://buff.ly/34kIlf2"  
[X Link](https://x.com/trendforce/status/1319307656545402884)  2020-10-22T16:00Z 14.3K followers, [--] engagements


"#TrendForce has just released the [----] ranking of monitor manufacturers by shipment volume. #Dell retains leadership while #AOC/ #Philips surpasses #HP for second place and #Samsung leapfrogs to fourth spot. https://buff.ly/32doo8d https://buff.ly/32doo8d"  
[X Link](https://x.com/trendforce/status/1324018685279899648)  2020-11-04T16:00Z 14.3K followers, [---] engagements


"#Nvidia emerges as the only top-five #IC design house with double-digit quarterly growth thanks to a surge in AI and cloud computing power. #TrendForce forecasts it could ascend to the throne as the leader in Q2 📊Read more: https://user203039.pse.is/5322sp https://user203039.pse.is/5322sp"  
[X Link](https://x.com/trendforce/status/1677747106679848960)  2023-07-08T18:30Z 14.3K followers, 21.6K engagements


"📈 Price increase more than 50% in #NAND Flash market may be around the corner As #NAND flash prices trend indicates a rebound after a period of destocking a gradual price enhancement more than 50% is anticipated.💡 Dive into the expected increase 🔗 🔗 https://buff.ly/3NMeLVT https://buff.ly/3NMeLVT"  
[X Link](https://x.com/trendforce/status/1740734772190621794)  2023-12-29T14:01Z 14.3K followers, 23.8K engagements


"🚀 #TSMC reportedly accelerates global expansion with plans for a rumored 3nm advanced process manufacturing facility in Japan likely in Osaka. As Chairman Mark Liu retires President CC Wei might lead this overseas drive. 👉Read more: https://buff.ly/3vnzWHy https://buff.ly/3vnzWHy"  
[X Link](https://x.com/trendforce/status/1742682424041955799)  2024-01-03T23:00Z 14.3K followers, 64.2K engagements


"📈 As the scarcity of DDR3 capacity intensifies due in part to the withdrawal of key players such as Samsung SK Hynix & Micron Taiwanese manufacturers stand poised to reap benefits as price rebound expected in the upcoming quarters 💡 More details: 🔗 https://buff.ly/3x28P6c https://buff.ly/3x28P6c"  
[X Link](https://x.com/trendforce/status/1800785129553404057)  2024-06-12T07:00Z 14.3K followers, 29.4K engagements


"💥Ever wondered how long a #datacenter #GPU can last With tech companies investing heavily in them the lifespan of datacenter GPUs might be surprisingly short ranging from just [--] to [--] years💡More: 🔗 https://buff.ly/4f3sFyl https://buff.ly/4f3sFyl"  
[X Link](https://x.com/anyuser/status/1851791239298867367)  2024-10-31T01:00Z 14.3K followers, 11.7K engagements


"👀 In the global #foundry market demand for advanced nodes is rising while mature nodes are slowing down. How will #Trumps new tariffs and Chinas domestic semiconductor push reshape the industry 💡More from #TrendForces analysis: 🔗 https://buff.ly/iFpKEan https://buff.ly/iFpKEan"  
[X Link](https://x.com/trendforce/status/1899147430244782524)  2025-03-10T17:16Z 14.3K followers, [----] engagements


"👀 #Intel just revealed another #18A gem at Hot Chips 2025#ClearwaterForest is set for [----] Built on RibbonFET and featuring #PowerVia backside power delivery the chip delivers higher energy efficiency while keeping voltage drops low.💡More: 🔗 https://buff.ly/sskmdzW https://buff.ly/sskmdzW"  
[X Link](https://x.com/trendforce/status/1960703911376892391)  2025-08-27T14:00Z 14.3K followers, 11.7K engagements


"🌐 #TSMC reportedly expects explosive growth ahead for #SiliconPhotonics as the tech matures. At SEMICON Taiwan it unveiled COUPE linking electronic and photonic circuits on wafers with copper-to-copper bonding and hybrid bonding techniques.💡More: 🔗 https://buff.ly/FPAlgKs https://buff.ly/FPAlgKs"  
[X Link](https://x.com/trendforce/status/1965414973623955928)  2025-09-09T14:00Z 14.3K followers, [----] engagements


"📢 Big moves brewing for #Intel After #Tesla handed a $16.5B AI6 chip deal to Samsung whispers say Team Blue could be next in line. And with Lip-Bu Tan following Elon on X Speculation is sizzling💡More: 🔗 https://buff.ly/R8xmvJq https://buff.ly/R8xmvJq"  
[X Link](https://x.com/trendforce/status/1968506515712589901)  2025-09-18T02:45Z 14.3K followers, 12.2K engagements


"👑 #TSMCs #2nm era is taking shape. As N2 heads into mass production N2P is lined up for 2H26 with better performance & efficiency. Add A16s Super Power Rail (SPR) and the foundry giant got a 2nm-class node built to last.💡More: 🔗 https://buff.ly/ENtieeG https://buff.ly/ENtieeG"  
[X Link](https://x.com/trendforce/status/1978808192650944830)  2025-10-16T13:00Z 14.3K followers, [----] engagements


"🚀 #TSMC just celebrated its first Blackwell wafer with NVIDIA in Arizona and its now expanding advanced production at home. Its 1.4nm fab in central Taiwan reportedly breaks ground in Nov gearing up for the worlds largest AI/HPC hub. 💡More: 🔗 https://buff.ly/OfsGDtu https://buff.ly/OfsGDtu"  
[X Link](https://x.com/trendforce/status/1980242662327214558)  2025-10-20T12:00Z 14.3K followers, [----] engagements


"🤔 #Microns [----] HBM supply could be already sold out but dont expect its New York fabs to pop up anytime soon. The first two Clay fabs are reportedly delayed [--] years though the U.S. memory giant still plans to complete all four fabs by around 2041.💡More: 🔗 https://buff.ly/wY1FEwa https://buff.ly/wY1FEwa"  
[X Link](https://x.com/trendforce/status/1987852824860934505)  2025-11-10T12:00Z 14.3K followers, 17.7K engagements

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