TrendForce

[News] Display Maker AUO to Sell Taichung Plants to TSMC for TWD 38.8B; Separate Quanta Deal Canceled

Taiwanese display maker AUO announced two major asset disposal developments, including the termination of a planned factory ...
TrendForce

[News] MediaTek Confirms Second AI ASIC Customer for 2028 Production; First ASIC Shipments Begin in Sept.

MediaTek reported double-digit revenue and profit growth in the third quarter of 2026. According to the company's earnings ...
TrendForce

[News] Audits, Rejected Orders and a Shot iPod: Apple’s Reported NAND Playbook Before the AI Memory Crunch

Apple, once one of the most powerful buyers in the NAND flash market, is losing some of its negotiating leverage as AI-driven ...
TrendForce

[News] Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double

While Samsung’s memory business rode the AI boom to record 3Q26 earnings, signs of a turnaround are emerging in its foundry ...
TrendForce

[News] SanDisk 1QFY27: $11B Revenue Nearly Quintuples, 85.1% Gross Margin; Long-Term Customers Weigh Extensions

Fueled by booming AI data center demand, SanDisk delivered blowout quarterly results, with September-quarter revenue surging 378% YoY to $11 billion, ...