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[@trendforce](/creator/twitter/trendforce)
"💥 #Microsoft reportedly aims to move most production out of China by next year while #AWS is said to be pivoting away from Chinese suppliers. The decoupling is getting real.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1979155490954158358) [@trendforce](/creator/x/trendforce) 2025-10-17T12:00Z 12.3K followers, 3932 engagements


"👀 #Intel's CEO Lip-Bu Tan just met with #SaudiArabia's tech ministercould the kingdom be the next major investor joining NVIDIA SoftBank and the U.S. government in backing Team Blue 💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980148233163743370) [@trendforce](/creator/x/trendforce) 2025-10-20T05:45Z 12.3K followers, 2687 engagements


"🚀 #TSMC has reportedly completed trial production of #2nm wafers in Kaohsiung Taiwan ahead of schedule With all five phases set for 2nm the chip giant is even said to be eyeing 1.4nm there💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1975531590915686440) [@trendforce](/creator/x/trendforce) 2025-10-07T12:00Z 12.2K followers, XXX engagements


"💥 #TexasInstruments despite pledging over $60B for U.S. chip expansion in June is reportedly planning #layoffs in December with nearly XXX employees set to lose their jobs. 💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1975546689533485463) [@trendforce](/creator/x/trendforce) 2025-10-07T13:00Z 12.2K followers, XXX engagements


"⚠ Semiconductor leaks heat up #TSMCs 2nm case is settling while #Samsung & #SKhynix are also facing leaks involving 10nm-class DRAM and hybrid bonding tech.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1976271481836273837) [@trendforce](/creator/x/trendforce) 2025-10-09T13:00Z 12.2K followers, XXX engagements


"🚨 Just before #TSMCs earnings call the chip war flares Chinas Oct X #rareearth rules target 14nmbelow chips 256layer memory and key gearhitting fabs using rare-earth chemicals and equipment makers relying on rare-earth magnets.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1977600209128431805) [@trendforce](/creator/x/trendforce) 2025-10-13T05:00Z 12.2K followers, 1709 engagements


"👀 #Renesas Electronics is reportedly eyeing a $2B sale of its timing unit which makes chips that keep data centers and high-speed networks in sync with #TexasInstruments and #Infineon rumored to be potential buyers💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1978299795857973502) [@trendforce](/creator/x/trendforce) 2025-10-15T03:20Z 12.2K followers, XXX engagements


"NAND Spot Prices Climb as QLC Flash and Enterprise SSDs See Soaring Demand The spot market continues to climb in prices especially with QLC NAND Flash and enterprise SSD that are booming in demand. CSPs and AI server clients who exhibit strong purchase sentiment are digesting module houses existing wafer inventory thus restricting the availability of spots. Some of the module houses have even temporarily halted their quotations when observing the trend of contract prices for 4Q25. Overall market is becoming reluctant in sales and is still prone to increase in spot prices for the short term."  
[X Link](https://x.com/trendforce/status/1978347899047272730) [@trendforce](/creator/x/trendforce) 2025-10-15T06:31Z 12.2K followers, 19.3K engagements


"👀 #ASML's Q3 bookings beat expectations but here's the twist: they're bracing for a major drop in China demand by 2026. Overall sales might hold steady but the China story is shifting fast.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1978445814587339087) [@trendforce](/creator/x/trendforce) 2025-10-15T13:00Z 12.2K followers, XXX engagements


"Taiwan says its chip fabs are safe from Chinas rare-earth crackdown. 📰 News Source:"  
[X Link](https://x.com/trendforce/status/1979578367792775337) [@trendforce](/creator/x/trendforce) 2025-10-18T16:00Z 12.2K followers, XXX engagements


"🚀 Apple makes a comeback with the upgraded Vision Pro will OLEDoS become the new mainstream for VR/MR 💡More analysis from #TrendForce: 🔗#Apple #Samsung #Meta"  
[X Link](https://x.com/trendforce/status/1980303717128663413) [@trendforce](/creator/x/trendforce) 2025-10-20T16:02Z 12.3K followers, XXX 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: 🔗"  
[X Link](https://x.com/trendforce/status/1906506729895973238) [@trendforce](/creator/x/trendforce) 2025-03-31T00:40Z 12.3K followers, 1919 engagements


"🤝 #Photonics on the move #AppliedMaterials joins forces with #GlobalFoundries to build a waveguide plant in Singapore powering innovation in this emerging tech 💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1972828763462222260) [@trendforce](/creator/x/trendforce) 2025-09-30T01:00Z 12.3K followers, XXX 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: 🔗"  
[X Link](https://x.com/trendforce/status/1973938571036774836) [@trendforce](/creator/x/trendforce) 2025-10-03T02:30Z 12.3K followers, XXX engagements


"Samsung Reportedly to Supply HBM4 for AMD MI450 in OpenAI Deal Taking On NVIDIASK hynix. 📰 News Source:"  
[X Link](https://x.com/trendforce/status/1977404103044034902) [@trendforce](/creator/x/trendforce) 2025-10-12T16:00Z 12.3K followers, 1155 engagements


"🌟 #Samsungs Q3 earnings are around the corner and they wont disappoint Profit is reportedly tipped to top 10T won ($7.11B) driven by soaring conventional memory prices that reportedly offset softer HBM sales.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1977705921133322246) [@trendforce](/creator/x/trendforce) 2025-10-13T12:00Z 12.3K followers, XXX engagements


"🔥 After a record-breaking Q3 #TSMC expects Q4 revenue of US$32.233.4B down X% QoQ. But gross margin is poised to hit an impressive XX% boosted by a more favorable FX rate💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1978717565925871964) [@trendforce](/creator/x/trendforce) 2025-10-16T07:00Z 12.3K followers, XXX engagements


"👀 Taiwan is flexing its AI muscle at the #OCPGlobalSummit 2025 in San Jose About XX firmsincluding #Delta Lite-On #Wiwynn and #MediaTekare showcasing everything from rack power and liquid cooling to full server systems.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1977736136186265804) [@trendforce](/creator/x/trendforce) 2025-10-13T14:00Z 12.3K followers, 1112 engagements


"🚀 As global memory giants bet on HBM and advanced-node transitions leaving overall DRAM capacity growth limited reportedly through 2026 Taiwanese DRAM suppliers are sure to benefit as they ramp up #DDR4 supply💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1979170607922110841) [@trendforce](/creator/x/trendforce) 2025-10-17T13:00Z 12.3K followers, 1013 engagements


"China's unemployment rate improved in Sep driven by a recovery in the service industry and holiday boosts. With the year-end shopping season approaching can this growth be sustained See details👉 #DataTrack"  
[X Link](https://x.com/trendforce/status/1980227540192055674) [@trendforce](/creator/x/trendforce) 2025-10-20T11:00Z 12.3K followers, XXX engagements


"👀 China steps up again: following #SiCarriers splash rising chip toolmaker AMIES reportedly unveils advanced packaging #lithography equipment. The #ASML chase is real.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980433857770906014) [@trendforce](/creator/x/trendforce) 2025-10-21T00:40Z 12.3K followers, 23.2K engagements


"👀 #Alibaba reportedly rolls out a new #AI chip built by a domestic foundry not TSMC. It might squeeze #NVIDIA but Taiwans server makers like #Inventec may be set to gain💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1962832896529457643) [@trendforce](/creator/x/trendforce) 2025-09-02T11:00Z 12.3K followers, XXX engagements


"🚫 First U.S. chip giant hit by Beijing #Micron reportedly exits Chinas server chip market It will reportedly still serve auto and smartphone clients but now its sidelined from Chinas booming AI scene.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1979100070755606735) [@trendforce](/creator/x/trendforce) 2025-10-17T08:20Z 12.3K followers, 3537 engagements


"🔥 As the #HBM4 era nears memory wars are heating up #Micron is reportedly poaching #Samsung and SKhynix engineers for its Taichung fab with senior roles offering up to X billion KRW a year💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980257736383193447) [@trendforce](/creator/x/trendforce) 2025-10-20T13:00Z 12.3K followers, XXX engagements


"📢 #Samsungs #HBM4 is set for its Korean debuttomorrow Catch it at SEDEX 2025 in Seoul on the 22nd side by side with SK hynixs showcase.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980605027417772493) [@trendforce](/creator/x/trendforce) 2025-10-21T12:00Z 12.3K followers, XXX engagements


"DRAM Module Sellers Mostly Halt Quotes as Mainstream DDR4 Soars X% Due to the strong price outlook sellers in the spot market are holding back supply and waiting for better prices. Module sellers have mostly halted quote offerings for now and supply scarcity is most pronounced for DDR4 products. DDR5 products too are experiencing rising prices at the same time. The spot market as a whole is characterized by a widespread reluctance to sell. The average spot price of mainstream chips (i.e. DDR4 1Gx8 3200MT/s) has increased by XXXX% from US$6.584 last week to US$7.059 this week. 📷 Related news:"  
[X Link](https://x.com/trendforce/status/1978340387556368666) [@trendforce](/creator/x/trendforce) 2025-10-15T06:01Z 12.3K followers, 19.9K engagements


"🤔 #AI bubble talk is heating up. #NVIDIA #GPUs are costly to buy but cheap to rent yet cloud giants like #AWS and #Microsoft rarely cut prices. What does that reveal about the true state of AI demand💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980071469489996189) [@trendforce](/creator/x/trendforce) 2025-10-20T00:40Z 12.3K followers, 6330 engagements


"👓 #Meta may be teaming up with #amsOSRAM on #MicroLED. After showcasing the tech in its 2024 Orion AR headset is Meta doubling down with a new partner💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980076527770354054) [@trendforce](/creator/x/trendforce) 2025-10-20T01:00Z 12.3K followers, XXX engagements


"📢 Is #Samsung stepping up in the #HBM4 race Fresh off NVIDIAs approval for its 12-layer HBM3e the memory giant is reportedly set to unveil HBM4 at its 2025 Tech Fair in Yongin soon. Can it finally close the gap with rivals💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980118043322732749) [@trendforce](/creator/x/trendforce) 2025-10-20T03:45Z 12.3K followers, XXX engagements


"🤔 #Samsung's #Exynos2600 reportedly leads Apple's A19 GPU by XX% and beats #Snapdragon in internal tests. If real-world performance delivers their 2nm chip could be a solid contender. 💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980620122667594159) [@trendforce](/creator/x/trendforce) 2025-10-21T13:00Z 12.3K followers, XXX engagements


"🔎 #Google doubles down on AI chips Its first Arm-based CPU Axion reportedly built on #TSMC 3nm with Global Unichip support promises massive performance & efficiency boosts.💡More: 🔗"  
[X Link](https://x.com/trendforce/status/1980627680019067339) [@trendforce](/creator/x/trendforce) 2025-10-21T13:30Z 12.3K followers, XXX engagements