Monthly Archives: January 2026

[News] China’s Lithography Push: AMIES Takes Full Shareholding in SMEE Subsidiary in Asset Restructuring

Posted on 2026-01-07 by TrendForce

As China accelerates its semiconductor consolidation, its footprint is extending into lithography machines, one of the most advanced sectors of chipmaking equipment. According to ICRANK, Shanghai Weiyao Industrial Co., Ltd. has recently undergone a shareholder change, with Shanghai Micro Electronics …

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[News] AMD Reportedly Weighs Reviving Older Zen 3 Chips as DDR5 Prices Push Up PC Upgrade Costs

Posted on 2026-01-07 by TrendForce

As memory shortages continue to drive costs higher, chipmakers are reassessing their strategies. According to Tom’s Hardware, David McAfee, AMD’s Corporate Vice President and General Manager of the Client Channel Business, said at CES 2026 that the company could consider reviving …

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[News] Memory Shortages Reportedly Spark CSP Buying Spree; 2027 Supply Contracts Eyed as Early as Q1

Posted on 2026-01-07 by TrendForce

As demand for AI servers continues to surge, memory capacity has become exceptionally tight. According to Commercial Times, U.S. and Chinese cloud service providers (CSPs) are engaging in aggressive purchasing, leaving global memory capacity for 2026 nearly sold out. Industry …

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[News] Memory Crunch Won’t Hit NVIDIA: Jensen Highlights Initial Exclusive HBM4, High H200 Demand

Posted on 2026-01-07 by TrendForce

At CES 2026, NVIDIA officially unveiled its Rubin platform with next-generation HBM, drawing attention to CEO Jensen Huang’s take on the memory crunch. According to Chosun Biz and Hankyung, he said NVIDIA does not expect memory shortages to affect operations …

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[News] Apple Exports Over $50B in iPhones From India by Dec 2025, Just Four Years After PLI Entry

Posted on 2026-01-07 by TrendForce

India is increasingly becoming a core manufacturing base in Apple’s global supply chain. According to Domain-b, citing The Economic Times, Apple surpassed a major milestone by exporting more than $50 billion worth of iPhones from India by December 2025—just four …

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Posted in Consumer Electronics, Smartphones | Tagged , | Leave a comment