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Samsung Might Boost HBM4 Chip Production 2.5x by 2027 as Redhot AI Chip Demand Continues. 📰 News Source: buff.ly/3iZUCha
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⚡ U.S. AI Server Growth Now Runs Into a Power Ceiling. AI servers keep taking a larger share of accelerating data center power use, and that demand has already moved ahead of what the grid can deliver. The gap is expected to widen further by 2028, with deferral risk before 2030 concentrated in PJM, ERCOT and MISO. Track where grid delivery will cap AI server growth 👉 buff.ly/jMmkyCo Explore CSP Data Center Expansion 📖 buff.ly/bYeD50A #TrendForce #SelectedTopics
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TrendForce retweeted
The AI boom is tightening supply well beyond memory —12-inch #siliconwafers could be next. New LTA prices in 2027 could rise 15–25% for epi wafers, with even steeper hikes expected for polished wafers and second-tier customers.💡More: pse.is/9nbz39 🔗
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TrendForce retweeted
#Rareearths are in focus ahead of Trump-Xi talks: U.S. reliance on China could last into the 2030s. The issue is increasingly tied to tech tensions, as Beijing seeks relief from U.S. advanced-tech restrictions. 💡More: pse.is/9nbyzv 🔗
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#Meta is taking #AI beyond smart glasses with Charm, an AirPods-sized device built for its new Muse AI, arriving in December. It also unveiled US$1,299 VR glasses weighing about as much as a deck of cards. 💡More: buff.ly/4qyeE9Y 🔗
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Enterprise SSD demand is accelerating into 4Q26, with QLC a significant growth catalyst alongside TLC. We also observed that some operators have begun buying QLC SSD for their SSD PODs, where TLC+HDD was the default. Why is agentic AI changing what goes into the SSD POD? pse.is/9nakj9 🔗
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TrendForce retweeted
#CXMT could hit 420K #DRAM wafers/month by 2027, while #YMTC is also ramping #NAND—but the global supply crunch may persist. Why? China’s AI and cloud demand could absorb much of the new supply. 💡More: pse.is/9namu8 🔗
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TrendForce retweeted
Ligent Technologies has landed on the HKEX, raising about HK$5.67B in gross proceeds. The listing comes as it ramps 800G and 1.6T #optical transceivers into mass production and pushes toward 3.2T and beyond. 💡More: pse.is/9na746 🔗
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According to #TrendForce, Korean suppliers have been developing both 6F² Peripheral Under Array (#PUA) and 4F² Vertical Channel Transistor (#VCT) architectures. However, given the greater engineering complexity of VCT, suppliers are considering focusing their development resources on PUA while retaining VCT as a longer-term option as the technology matures. This approach broadly aligns with Micron’s roadmap and suggests that leading #DRAM suppliers are converging on PUA as the primary architecture beyond the #1delta node. Following the introduction of 1delta in 2027–2028, TrendForce expects the #0a node to enter mass production in 2029–2030.
Samsung Electronics Revises Roadmap for Next Generation DRAM "D0a," Pulls Hybrid Bonding Forward Samsung Electronics has revised its next generation DRAM development strategy. The company recently moved "B1b," a technology that had been under development as a standalone project, onto its official roadmap and designated it "D0a," its first DRAM below 10 nanometers (nm). D0a originally referred to Samsung's vertical channel transistor (VCT) DRAM process. VCT DRAM has now been reclassified under a separate name, "D0a-V." Samsung changed the D0a designation to accelerate the adoption of advanced packaging in commodity DRAM. B1b refers to a technology that uses wafer to wafer (W2W) hybrid bonding to increase internal integration density. "B1b was in R&D, but it was not on Samsung's official roadmap," said a source familiar with the matter. "With this strategy revision, it has been folded into D0a. It means Samsung is actively pushing for fast commercialization of B1b DRAM." Samsung Shifts D0a Designation from VCT DRAM to B1b According to ZDNet Korea's reporting on the 23rd, Samsung has changed the definition of its next generation D0a DRAM from VCT DRAM to B1b. DRAM has advanced by shrinking internal circuit linewidths. The most recently commercialized DRAM is 1c (sixth generation 10nm class), with linewidths of around 11 to 12nm. The next product, 1d (seventh generation 10nm class), comes in at 10 to 11nm and is effectively the last 10nm class DRAM. These linewidth figures are marketing terms used to indicate performance, not actual physical dimensions. Samsung has pursued several technological shifts to realize D0a, the first sub 10nm DRAM. B1b is the most prominent of these. B1b fabricates the memory cells and the surrounding driver circuitry, known as the peri, on separate wafers and then bonds them together, stacking the cell on top of the peri. Compared with the conventional approach of integrating both cell and peri on a single wafer, this allows the cells to be packed more densely. It also lets each of the cell and the peri use a process optimized for it. B1b uses W2W hybrid bonding. Hybrid bonding joins chips by directly connecting their copper interconnects. Compared with conventional packaging that connects chips through small bumps, it improves integration density and performance. W2W hybrid bonding is also entering full scale adoption in high layer count NAND of 400 layers or more. W2W means bonding one wafer to another. Why Samsung Is Prioritizing B1b: "VCT DRAM Needs More Time" VCT DRAM, previously called the D0a process, has been renamed D0a-V as a derivative. VCT stands up the transistor inside the DRAM cell, the smallest unit that stores data, vertically instead of laying it horizontally. Making the transistor vertical reduces cell area. The conventional cell area, calculated by multiplying the feature size (F) in each direction, is 6F². VCT can bring this down to 4F². A smaller cell means more cells can be integrated in the same area. VCT DRAM, however, is considered extremely difficult technically. It requires high aspect ratio etching to form vertical transistors and new materials to address the rise in leakage current that comes with smaller cell area. W2W hybrid bonding, as used in B1b, is already in volume production in existing semiconductor processes such as CMOS image sensors and high layer count NAND. This appears to be why Samsung moved B1b ahead of VCT DRAM in priority for implementing the D0a process. "From a design standpoint, B1b has a lower barrier to commercialization than VCT, so the industry sees early adoption of B1b as likely," another source said. "Inside Samsung, too, the mood is to move faster on B1b than on VCT." **B1b to Play a Major Role in Next Generation AI Memory "HBM5"** B1b could also play a significant role in Samsung's next generation high bandwidth memory (HBM) business. Samsung is currently reviewing applying B1b to HBM5 (eighth generation). HBM5 is expected to enter mass production around 2029. Samsung is developing the product with a target of raising operating speed by roughly 50% or more over its predecessor, HBM4E. Commercialization of B1b based D0a DRAM is estimated to be at least two years away. The industry expects the specific mass production investment schedule to be finalized around the middle of next year. VCT DRAM development is continuing in parallel. The industry view is that VCT DRAM and 3D DRAM could eventually be developed on top of B1b. 3D DRAM stacks the cells themselves vertically and is expected to follow VCT DRAM. "B1b will ultimately be applied alongside VCT DRAM or 3D DRAM," said Choi Jeongdong, Senior Vice President at TechInsights. "Manufacturing the cell and peri separately brings many advantages, so hybrid bonding will serve as a platform applied together with future DRAM cell architectures."
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Another EOL—and this time #Micron is dropping 2GB #GDDR7, leaving 3GB as its remaining GDDR7 option.
#Micron has reportedly listed its 2GB #GDDR7 chips as EOL. While used in NVIDIA’s RTX 50 series, near-term impact could be limited as Samsung and SK hynix remain key suppliers—though NVIDIA is losing another source amid tight memory supply.💡More: pse.is/9n9bts 🔗
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TrendForce retweeted
#2nm race: Apple's A20 Pro GPU up to 40% faster, MediaTek's Dimensity 9600 Pro on TSMC 2nm up to 17% faster single-core, #Qualcomm's Snapdragon 8 Elite Extreme Gen 6 GPU +44%, all vs. prior gen. Which costs most? 💡More: buff.ly/qgL83a7 🔗 $AAPL $QCOM $TSM
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TrendForce retweeted
#Qualcomm just unveiled the 2nm Snapdragon 8 Elite Gen 6 and Elite Extreme Gen 6. It says the announced products will be made by #TSMC, but isn’t ruling out #Samsung Foundry for future chips.💡More: pse.is/9n8ksk 🔗
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📡 Base Station Batteries Are Now Revenue-Generating Grid Assets. AI and data centers are driving per-site energy consumption at base stations sharply higher. Operators are adopting SMRs, green hydrogen, and liquid cooling to manage the surge. Through VPPs and intelligent sleep management, backup batteries are shifting from cost centers into active grid resources that generate revenue. Explore the green telecom shift 👉 buff.ly/6PXD3Ls #TrendForce #SelectedTopics
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【Chinese Supplier Capacity Releases Keep NAND Spot Supply Ample; 512Gb TLC Wafer Prices Fall 1%】 Restricted by persistently weak consumer end-demand and capacity releases from Chinese suppliers, overall NAND supply in the spot market remains relatively sufficient, with prices mostly consolidating within a narrow range. Although some module houses and sellers have loosened their quotes and increased price flexibility to sustain shipment momentum, buyers remain conservative on the consumer market outlook. Aware that the current upward price momentum stems entirely from strong enterprise SSD demand, buyers have largely adopted a wait-and-see approach and are reluctant to follow up on prices aggressively. As a result, actual purchasing momentum remains insufficient, and overall transaction volumes stay light. Spot prices of 512Gb TLC wafers dropped by 1.00% this week (September 21), arriving at US$19.883. 📷 Related news: buff.ly/3xtxMXH 🔗 📷 For more on #NAND Price: buff.ly/3VLrT2w 🔗
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【DRAM Spot Buying Stays Cautious; DDR4 2Gx8 Prices Decline】 In the DRAM spot market, procurement momentum has remained cautious and watchful this week, with price trends diverging across segments. Spot prices of DDR4 2Gx8 branded chips have corrected downward noticeably, yet no clear buying interest has emerged in the market. Price trends of DDR5 products have varied by specification. Prices of eTT chips have been relatively strong as transaction prices continue to climb. However, buyers’ willingness to chase higher prices has been dampened by sharp quote hikes and suppliers holding back inventory, limiting the pace of actual market follow-through. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has increased by 0.55% from US$45.79 last week (September 16) to US$46.04 this week (September 22). 📷 Related news: buff.ly/3U1g2fb 🔗 📷 For more on #DRAM Price: buff.ly/3VK49vr 🔗
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TrendForce retweeted
China’s A-share semiconductor profits jumped more than 6× YoY in 1H26. #DRAM maker #CXMT led in both revenue and profit, while AI demand is also lifting players like Cambricon and #SMIC. 💡More: pse.is/9n5z9d 🔗
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#LPDDR6 is moving from roadmap to reality. #Samsung just scored a key milestone—but how are its rivals stacking up?
The #LPDDR6 race is heating up. After #CXMT announced mass production earlier this month, #Samsung has now scored an industry first—validating LPDDR6 on #Qualcomm’s Snapdragon 8 Elite Extreme Gen 6 at speeds of up to 10.7 Gbps.💡More: pse.is/9n5xlj 🔗
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