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

TrendForce posts on X about ai, china, samsung, dram 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 [------] -47%
- [--] Month [-------] -28%
- [--] Months [---------] +40%
- [--] Year [---------] +55%

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

- [--] Month [--] -56%
- [--] Months [---] +11%
- [--] Year [-----] +13%

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

- [--] Week [------] +0.75%
- [--] Month [------] +4%
- [--] 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)  40.2% [technology brands](/list/technology-brands)  30.39% [countries](/list/countries)  25.49% [currencies](/list/currencies)  11.76% [finance](/list/finance)  11.76% [travel destinations](/list/travel-destinations)  5.88% [products](/list/products)  1.96% [cryptocurrencies](/list/cryptocurrencies)  0.98% [automotive brands](/list/automotive-brands)  0.98%

**Social topic influence**
[ai](/topic/ai) 28.43%, [china](/topic/china) 11.76%, [samsung](/topic/samsung) #1993, [dram](/topic/dram) #151, [in the](/topic/in-the) 6.86%, [taiwan](/topic/taiwan) 4.9%, [texas instruments](/topic/texas-instruments) 4.9%, [$000660ks](/topic/$000660ks) #55, [up to](/topic/up-to) 3.92%, [products](/topic/products) 3.92%

**Top accounts mentioned or mentioned by**
[@edludlow](/creator/undefined) [@boschglobal](/creator/undefined) [@infineon](/creator/undefined) [@nxp](/creator/undefined) [@tommyylavin1013](/creator/undefined)

**Top assets mentioned**
[Texas Instruments (TXN)](/topic/texas-instruments) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GlobalFoundries (GFS)](/topic/globalfoundries) [Axion (AXN)](/topic/axion) [Dell Technologies, Inc. (DELL)](/topic/dell) [Taiwan Semiconductor (TSM)](/topic/$tsm) [IonQ, Inc. (IONQ)](/topic/$ionq) [XPENG INC. (XPEV)](/topic/xpeng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"💥 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


"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


"🔎 #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: 🔗 https://buff.ly/e4h19od https://buff.ly/e4h19od"  
[X Link](https://x.com/trendforce/status/1980627680019067339)  2025-10-21T13:30Z 14.2K followers, [----] 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


"🤖 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


"📈 Rising material and memory costs are shaking the chip world and IC design houses may be next in line to raise prices #MediaTek flagged strategic hikes back in Oct. while power management IC firms are reportedly set to lead the first wave. 💡More: https://pse.is/8n2bxh https://pse.is/8n2bxh"  
[X Link](https://x.com/trendforce/status/2016149195229720928)  2026-01-27T14:00Z 14.2K followers, [----] engagements


"The robust expansion of the AI sector has generated skyrocketing demand across the broader semiconductor value chain extending well beyond GPUs to include established compute platforms. While industry attention has centered on GPUs there has been notable and resilient uptake of CPU architectures specifically the older-generation Emerald and Granite Rapids portfolios. Given that Intels strategic resource allocation was primarily calibrated for the upcoming 18A and 14A process transitions this sustained demand for current-generation silicon has outpaced initial forecast models resulting in a"  
[X Link](https://x.com/trendforce/status/2016684320874963374)  2026-01-29T01:26Z 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 14.2K 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


"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


"HDD is also on the fire. 🔥 #WD rides the AI data boom Strong LTAs with top clients through 2026-28 supply talks into [----] as AI workloads shift toward inference fueling massive #HDD & SSD demand.💡More: https://t.co/Qix1Baeorv 🔗 https://t.co/lNOSm4YClz 🔥 #WD rides the AI data boom Strong LTAs with top clients through 2026-28 supply talks into [----] as AI workloads shift toward inference fueling massive #HDD & SSD demand.💡More: https://t.co/Qix1Baeorv 🔗 https://t.co/lNOSm4YClz"  
[X Link](https://x.com/trendforce/status/2019211735241269321)  2026-02-05T00:49Z 14.2K followers, [----] engagements


"Japans playing it safe in advanced chips Rapidus targets 2nm in Hokkaido by FY2027 while #TSMC now plans to ramp up 3nm production in Kumamoto. 📢 #TSMC Chairman C.C. Wei met with PM Sanae Takai this morning as Japan makes a comeback in advanced chip production The foundry giant is set to mass-produce 3nm chips at its #Kumamoto plant upgrading from 612nm.💡More: https://t.co/rMzcao4EID 🔗 https://t.co/LqWP6W6iPn 📢 #TSMC Chairman C.C. Wei met with PM Sanae Takai this morning as Japan makes a comeback in advanced chip production The foundry giant is set to mass-produce 3nm chips at its"  
[X Link](https://x.com/trendforce/status/2019259414507856192)  2026-02-05T03:58Z 14.2K 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


"#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


"🚨 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


"📈 #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


"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


"📈 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


"💥 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


"#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/anyuser/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/anyuser/status/1716786819050648057)  2023-10-24T12:00Z 14.3K followers, 37.4K 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


"⚛ 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


"#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


"#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


"#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


"📱 #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


"📢 #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


"Excitement in the tech world 🌐 NVIDIA CEO Jensen Huang's visit to Taiwan is causing quite a stir as he attends Foxconn Technology Day. 🤝🔌 Potential collab in the electric vehicle sectors could be interesting. 🚗💻 Details: #TechNews #Collaboration https://buff.ly/46OHWPk https://buff.ly/46OHWPk"  
[X Link](https://x.com/trendforce/status/1713978592458064348)  2023-10-16T18:01Z 14.2K followers, [----] engagements


"📱 High-end lens demand is booming fueling iPhone [--] Pro Max's stellar pre-orders. The leading optical manufacturer Largan Precision has revealed a potential upswing in the Q4 smartphone market. 💡 Read more: #Smartphones #TechTrends https://buff.ly/3tM4eTD https://buff.ly/3tM4eTD"  
[X Link](https://x.com/trendforce/status/1716989223310442868)  2023-10-25T01:25Z 14.2K followers, [---] engagements


"MLCC suppliers see a boost from strong China smartphone demand Production rates in China are climbing as Murata Wuxi Taiyo Yuden Dongguan and Samsung Tianjin all rebound to 80% capacity utilization. Viiyong has soared above 85% while Yageo Suzhou and Walsin Tech. are still around 60-70% due to lower mobile order shares. 📊 For https://user203039.pse.is/5gjfsc https://user203039.pse.is/5gjfsc"  
[X Link](https://x.com/trendforce/status/1737286563300880863)  2023-12-20T01:39Z 14.2K followers, [----] engagements


"🚀 The future of DRAM market may see a supply shortage soon A Taiwanese DRAM manufacturer - Nanya Technology- has expressed optimism about the DRAM prices and outlined four key factors leading to the upward trend in [----]. More: https://buff.ly/3RQfvut https://buff.ly/3RQfvut"  
[X Link](https://x.com/trendforce/status/1745581595652702672)  2024-01-11T23:00Z 14.2K followers, [----] engagements


"🔎 TrendForce has gathered the recent update on [--] major players in the HBM sector: Samsung SK Hynix and Micron While Samsung plans to ramp up its HBM capacity in [----] & [----] SK Hynix and Micron are focusing on HBM3e and HBM4 respectively. 💡 More: 🔗 https://buff.ly/48zqjmO https://buff.ly/48zqjmO"  
[X Link](https://x.com/trendforce/status/1762288948796100804)  2024-02-27T01:30Z 14.2K followers, [----] engagements


"🔎 Apples new supply chain list unveiled Notably compared to the supply chain last year companies like IC designer Novatek Microelectronics are no longer on the list. 💡 Dive into the details of Apples supply chain for the [----] fiscal year here: 🔗 https://buff.ly/3WgzhTP https://buff.ly/3WgzhTP"  
[X Link](https://x.com/trendforce/status/1782582675137581253)  2024-04-23T01:30Z 14.2K followers, [----] engagements


"Apple Reportedly Releases Supply Chain List Nanya Technology Lotes and Novatek Not Included. 📰 News Source: https://buff.ly/3WgzhTP https://buff.ly/3WgzhTP"  
[X Link](https://x.com/trendforce/status/1784251311464030385)  2024-04-27T16:00Z 14.2K followers, [---] engagements


"📊 DRAM giant Nanya Technology has highlighted its focus at the shareholder meeting 🔥 Along with three 10nm (1B) products Nanya is also developing 16Gb DDR5 16Gb LPDDR4 16Gb LPDDR5 & 4Gb DDR3 which may enter trial production soon. 💡 More: 🔗 https://buff.ly/3yEBMFy https://buff.ly/3yEBMFy"  
[X Link](https://x.com/trendforce/status/1795802388655161727)  2024-05-29T13:00Z 14.2K followers, [----] engagements


"🚀 Last year #Nanya Technology adjusted production levels reducing output by up to 20%. As market conditions recover #memory production utilization is said to be nearing full capacity now More on the memory market here: 🔗 https://buff.ly/4f3lcjB https://buff.ly/4f3lcjB"  
[X Link](https://x.com/trendforce/status/1808855782886170982)  2024-07-04T13:30Z 14.2K followers, [----] engagements


"🚗 U.S. #AI chip rules disrupt #China's smart driving ambitions: #Taiwan's #ASIC maker #Alchip forced to revamp chip design for #LiAuto while #NIO & #XPeng race to build their own chips.💡More: 🔗 https://buff.ly/4apiZwK https://buff.ly/4apiZwK"  
[X Link](https://x.com/trendforce/status/1881703485395079462)  2025-01-21T14:00Z 14.2K followers, [---] engagements


"🌏 #Power chips making waves globally #Infineon expands to #Thailand #India launches first #SiC wafer fab and #Fuji Electric begins 6-inch SiC production in Japan.💡More: 🔗 https://buff.ly/4haNBEZ https://buff.ly/4haNBEZ"  
[X Link](https://x.com/trendforce/status/1884043823577227519)  2025-01-28T01:00Z 14.1K 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 14.2K followers, [----] engagements


"💥 Major shake-up in the #optoelectronics semiconductor industry #Epistar and #Lextar have joined forces to launch #Ennostar setting their sights on the global top [--]. 💡More from #TrendForces analysis on the optoelectronics industry: 🔗 https://buff.ly/3EM7Ryc https://buff.ly/3EM7Ryc"  
[X Link](https://x.com/trendforce/status/1894069858964291689)  2025-02-24T17:00Z 14.2K followers, [---] engagements


"👀 #DRAM market rebound #Nanya Tech's president says recovery would be here already if not for #China's flood of chips. Will semiconductor manufacturers finally see light after the downturn💡More: 🔗 https://buff.ly/3D9KUVg https://buff.ly/3D9KUVg"  
[X Link](https://x.com/trendforce/status/1895111669803577454)  2025-02-27T14:00Z 14.2K followers, [----] engagements


"👀 #Intel already signals the tariff impact with legacy chips rising in demand orders for #LunarLake and Meteor Lake could spell trouble. But what about other major chipmakers like #TexasInstruments and #NXP think 💡More: 🔗 https://buff.ly/y8Kx2T9 https://buff.ly/y8Kx2T9"  
[X Link](https://x.com/trendforce/status/1917378397962948698)  2025-04-30T00:40Z 14.1K followers, [---] engagements


"🖥 #Display Week [----] lights up California Industry giants #Innolux #AUO #BOE and more all showcase groundbreaking innovations. From #automotive to near-eye applications prepare for displays that will transform every industry 💡More: 🔗 https://buff.ly/usRMnxC https://buff.ly/usRMnxC"  
[X Link](https://x.com/trendforce/status/1924993611659121145)  2025-05-21T01:00Z 14.2K followers, [---] engagements


"SK hynix Sets Record-High Revenue in Q2 with Operating Margin Reaching 41% On July [--] SK hynix announced its Q2 financial results reporting record-breaking revenue of 22.232T and operating profit of 9.2129T yielding an impressive operating margin of 41%. Net income reached 6.9962T translating to a net margin of 31%. Both revenue and operating profit surpassed the companys previous peak performance in 4Q23. SK hynix attributed this robust growth to surging demand for memory products driven by aggressive AI investments from global tech giants. DRAM and NAND flash shipments exceeded expectations"  
[X Link](https://x.com/trendforce/status/1948216613360083352)  2025-07-24T03:00Z 14.2K followers, 17K engagements


"📢 Trumps 100% chip tariff storm's coming. As firms already building in the U.S. are spared thats a big win for #TSMC and #GlobalWafers whose Arizona and Texas fabs may shield them. What about others 💡More: 🔗 https://buff.ly/t7WcmH8 https://buff.ly/t7WcmH8"  
[X Link](https://x.com/trendforce/status/1953425948860195059)  2025-08-07T12:00Z 14.2K followers, [---] engagements


"🔥 China's foundry giants #SMIC and #HuaHong are crushing it with sky-high capacity utilization in Q2 [----] But with Trump's 100% chip #tariffs looming could this winning streak continue 💡More: 🔗 https://buff.ly/emltJly https://buff.ly/emltJly"  
[X Link](https://x.com/trendforce/status/1953682605401935927)  2025-08-08T05:00Z 14.2K followers, [----] engagements


"👀 #Ennostar sold its stake in #MicroLED company #PlayNitride for NT$450Mis it further strengthening its push into optical communications💡More: 🔗 https://buff.ly/KE9K2xI https://buff.ly/KE9K2xI"  
[X Link](https://x.com/trendforce/status/1960869964526579924)  2025-08-28T01:00Z 14.2K followers, [---] engagements


"🤝 New alliance for #FOPLP in the making Japans #Resonac is teaming with [--] global players to launch JOINT3 a joint push for panel-level organic interposers. A prototype line (515510mm) is reportedly set to go live in 2026💡More: 🔗 https://buff.ly/k6qfnLg https://buff.ly/k6qfnLg"  
[X Link](https://x.com/trendforce/status/1963603007670456671)  2025-09-04T14:00Z 14.1K followers, [---] engagements


"💥 #TexasInstruments despite pledging over $60B for U.S. chip expansion in June is reportedly planning #layoffs in December with nearly [---] employees set to lose their jobs. 💡More: 🔗 https://buff.ly/9ZHEVKB https://buff.ly/9ZHEVKB"  
[X Link](https://x.com/trendforce/status/1975546689533485463)  2025-10-07T13:00Z 14.2K followers, [---] engagements


"🤔 #NVIDIA may directly supply partners with full L10 systems for the [----] #VeraRubin platform reducing ODM design roles. Will this squeeze margins for #Quanta #Wistron and #Foxconn💡More: 🔗 https://buff.ly/uDKZRho https://buff.ly/uDKZRho"  
[X Link](https://x.com/trendforce/status/1990223384106373314)  2025-11-17T01:00Z 14.2K 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 14.1K 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 14.2K 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 14.2K followers, [---] engagements


"🚀Starlinks Domination Who Can Catch Up The global satellite market is set to hit $392B by [----]. MEO HEO and GEO operators are scrambling to counter Starlinks aggressive expansion can anyone keep pace Dive into satellite industry battles and growth plays👉 #TrendForce #SelectedTopics https://buff.ly/EhzEbzQ https://buff.ly/EhzEbzQ"  
[X Link](https://x.com/trendforce/status/2007074610739585461)  2026-01-02T13:00Z 14.2K followers, [----] engagements


"🤝 Chinas foundry shake-up heats up as [----] ends #SMIC the nations largest moves to fully own its Beijing unit while #HuaHong the second-largest snaps up 97.5% of Shanghai Huali.💡More: 🔗 https://buff.ly/CLHDiqi https://buff.ly/CLHDiqi"  
[X Link](https://x.com/trendforce/status/2007081973185974285)  2026-01-02T13:30Z 14.2K followers, [----] engagements


"Samsung Electronics Posts Record 4Q25 Revenue and Profit with Memory Earnings Reaching New Highs Samsung Electronics announced on the 29th that its consolidated revenue for the fourth quarter of [----] reached 93.8T while operating profit surged to 20.1Tboth marking the highest quarterly figures in the companys history. For the full year of [----] total revenue totaled 333.6T and operating profit came in at 43.6T. The strong performance was primarily driven by the Device Solutions (DS) division particularly its memory business which benefited from the ongoing AI boom. Robust shipments of"  
[X Link](https://x.com/trendforce/status/2016706309933191568)  2026-01-29T02:53Z 14.1K followers, [----] engagements


"📢 Even though Jensen Huang said #NVIDIA hasnt received any #H200 orders China has reportedly given #DeepSeek conditional approval to buy the chips. Could this pave the way for a boost to the AI startups upcoming V4 large model 💡More: 🔗 https://buff.ly/cRvbg44 https://buff.ly/cRvbg44"  
[X Link](https://x.com/trendforce/status/2017206189231087942)  2026-01-30T12:00Z 14.1K followers, [----] engagements


"🔥 #AI Compute Hits the Memory Wall As compute growth far outpaces bandwidth limits HBM have become the new battleground. This arms race to smash the ""Memory Wall"" will define the future competitive landscape.🔎 #TrendForce #insights https://buff.ly/ciSsGAj https://buff.ly/ciSsGAj"  
[X Link](https://x.com/trendforce/status/2017221605336723952)  2026-01-30T13:01Z 14.1K followers, [----] engagements


"Memory prices are climbingand Chinas chipmakers are cashing in. 📈 Not just Samsung SK hynix and Micron#Chinas memory players are riding the AI boom too [--] A-share memory firms have reportedly released [----] forecasts with [--] projecting net profit growth of over 100%.💡More: https://t.co/GEc6Myn4SA 🔗 https://t.co/KBf8uZjIwO 📈 Not just Samsung SK hynix and Micron#Chinas memory players are riding the AI boom too [--] A-share memory firms have reportedly released [----] forecasts with [--] projecting net profit growth of over 100%.💡More: https://t.co/GEc6Myn4SA 🔗 https://t.co/KBf8uZjIwO"  
[X Link](https://x.com/trendforce/status/2018173422074024199)  2026-02-02T04:03Z 14.2K followers, [----] engagements


"An imbalance between #memory supply and demand has resulted in consecutive price surges which have pushed up end-market consumer prices. On one hand this may negatively impact market sales and lead to a sharp contraction in demand; on the other it could help ease the extremely tight supply-demand situation. #TrendForce believes that under memory makers' supply plans leading brands have inherently enjoyed higher fulfillment rates than smaller players. Overall supply fulfillment is expected to improve slightly as end-market demand is revised downward. However in [----] the core issue facing the"  
[X Link](https://x.com/trendforce/status/2018623026581877095)  2026-02-03T09:50Z 14.2K followers, [----] engagements


"💥 #OpenAI is reportedly looking beyond #NVIDIA for inference needs spotlighting #Cerebras and #Groq. Does this hint at a gradual shift from Team Greens GPU dominance💡More: 🔗 https://buff.ly/mBVExUR https://buff.ly/mBVExUR"  
[X Link](https://x.com/trendforce/status/2018655738701254895)  2026-02-03T12:00Z 14.2K 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 14.2K followers, [---] engagements


"📈 #MicroLED is making strides in large-size commercial and #automotive #displays. The market value of Micro LED chips could hit $600M by 2028💡More on [--] Micro LED advancements from companies like #AppliedMaterials and #Aledia in 2024: 🔗 https://buff.ly/3ORI8WM https://buff.ly/3ORI8WM"  
[X Link](https://x.com/trendforce/status/1866286756695310477)  2024-12-10T01:00Z 14.3K followers, [---] engagements


"📢 #Singapore drops SGD [--] billion (USD 745M) on new chip R&D center #AppliedMaterials #Micron & more are already investing heavily there. Is Singapore quietly becoming the next semiconductor powerhouse💡More: 🔗 https://buff.ly/415cHOJ https://buff.ly/415cHOJ"  
[X Link](https://x.com/trendforce/status/1892741104446865851)  2025-02-21T01:00Z 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 14.2K 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


"💥 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 14.2K 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 14.2K followers, [---] engagements


"🚀 Advanced packaging demand soars Taiwans #ASE is buying a WIN Semiconductors facility for NT$6.5B to expand capacity amid the #AI & #HPC boom.💡More: 🔗 https://buff.ly/olZgMdA https://buff.ly/olZgMdA"  
[X Link](https://x.com/trendforce/status/1955427836237316305)  2025-08-13T00:35Z 14.2K 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 14.2K 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


"👀 #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: 🔗 https://buff.ly/0SeEzGw https://buff.ly/0SeEzGw"  
[X Link](https://x.com/trendforce/status/1962832896529457643)  2025-09-02T11:00Z 14.3K followers, [---] engagements


"🔥 #China's anti-dumping probe on analog chips escalates. Beijing dropped questionnaires demanding customer names and transaction details. The pressure's reportedly on for #TexasInstruments and Analog Devices. 💡More: 🔗 https://buff.ly/Jlqlcgf https://buff.ly/Jlqlcgf"  
[X Link](https://x.com/trendforce/status/1981329815903830143)  2025-10-23T12:00Z 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


"💥#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


"🚨 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


"🚀 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


"🔥 #NVIDIAs massive 300K #H20 order with #TSMC shows China #CSP demand is boomingTaiwans #AI server makers #Foxconn and #Inventec could be big winners 💡More: 🔗 https://buff.ly/59SSZ4j https://buff.ly/59SSZ4j"  
[X Link](https://x.com/trendforce/status/1950541938249154768)  2025-07-30T13:00Z 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


"🚨 #AppliedMaterials shrugs off U.S. incentives While other chip giants ride the reshoring wave the company reportedly says the impact is just a bit at the marginbasically it doesnt move the needle.💡More: 🔗 https://buff.ly/ggH0s62 https://buff.ly/ggH0s62"  
[X Link](https://x.com/trendforce/status/1962893353676165446)  2025-09-02T15:00Z 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


"🤝 #ASE is doubling down in #Malaysia The chip packaging giant is acquiring #AnalogDevices Penang plantjust months after opening its fifth facility there. A big leap forward in its IDMOSAT alliance strategy💡More: 🔗 https://buff.ly/mesdTEj https://buff.ly/mesdTEj"  
[X Link](https://x.com/trendforce/status/1980869250593022460)  2025-10-22T05:30Z 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


"🤔 #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


"💥 SK Innovation part of the SK Group considers to sell its battery material subsidiary - SKIET While the sale may secure funds for expanding EV battery capacity finding a buyer remains uncertain amid signs of saturation in the market. 💡 More: 🔗 https://buff.ly/3UJfud6 https://buff.ly/3UJfud6"  
[X Link](https://x.com/trendforce/status/1791295088401744172)  2024-05-17T02:30Z 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


"👀 #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: 🔗 https://buff.ly/VAYW4sP https://buff.ly/VAYW4sP"  
[X Link](https://x.com/trendforce/status/1978299795857973502)  2025-10-15T03:20Z 14.3K followers, [---] engagements


"👓 #Meta may be teaming up with #amsOSRAM on #MicroLED. After showcasing the tech in its [----] Orion AR headset is Meta doubling down with a new partner💡More: 🔗 https://buff.ly/QqzB3td https://buff.ly/QqzB3td"  
[X Link](https://x.com/trendforce/status/1980076527770354054)  2025-10-20T01:00Z 14.3K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing