Monthly Archives: June 2025

[News] More Intel Nova Lake Buzz: 10%+ Performance Boost, Fresh Cores, and Foundry Partners

Posted on 2025-06-30 by TrendForce

Recent market speculation hinted that Intel’s upcoming Nova Lake CPU, the successor to Panther Lake, might use TSMC’s 2nm process. Now, more details have emerged. According to Wccftech, Intel’s Nova Lake-S is expected to deliver major performance boosts, including a …

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[News] DDR4 Spot Prices Reportedly Double as China’s Memory Maker Rumored to Phase out Production by 2026

Posted on 2025-06-30 by TrendForce

As major players like Samsung and Micron scale back DDR4 production, driving prices up in recent weeks, rumors that a leading Chinese DRAM maker plans to phase out DDR4 production have sent spot prices soaring even higher, according to Nikkei. …

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[News] TSMC’s 2nd Arizona Fab Reportedly to Install 3nm Gear in 3Q26, U.S. Price Hikes Likely over 10% Next Year

Posted on 2025-06-30 by TrendForce

As part of its fast-tracked U.S. expansion, TSMC’s second Arizona fab (P2) is set to begin equipment installation as early as Q3 2026, with mass production slated for 2027, according to Commercial Times. The report highlights TSMC’s push to compress …

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[News] China Made Breakthrough in Ultra-Highly Parallel Optical Computing Integrated Chip

Posted on 2025-06-30 by TrendForce

Optical computing uses photons as carriers to enable information transmission, interaction, and computation. With inherent advantages such as low power consumption, low latency, and high parallelism, it is considered a promising approach to building next-generation computing infrastructure in the post-Moore …

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[News] Tokyo Electron Reportedly Sees China Sales Dropping to 30% in 2025 Amid Tightening U.S. Export Curbs

Posted on 2025-06-30 by TrendForce

Amid rising U.S. tariffs and stricter export controls on chipmaking tools, global equipment makers are dialing back their reliance on China. Japan’s Tokyo Electron, the most exposed among peers, now expects China to make up about 30% of its sales—down …

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