Daily Archives: 2026-03-24

[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze

Posted on 2026-03-24 by TrendForce

Please note that this article cites information from Reuters and The Motley Fool. While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation amid tight supply, it is far from alone in feeling the strain. According to …

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[News] TSMC Reportedly Eyes 2H27 3nm Mass Production at Arizona Fab 2; Four U.S. Fabs Said to Be Fully Booked

Posted on 2026-03-24 by TrendForce

Please note that this article cites information from Commercial Times and Economic Daily News. TSMC is accelerating its capacity expansion both at home and abroad, with construction timelines reportedly being compressed across the board. According to Commercial Times, sources say progress …

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[News] SK hynix Commits $8B to ASML EUV Equipment by 2027 in Push for AI Memory Dominance

Posted on 2026-03-24 by TrendForce

Please note that this article cites information from Yonhap News, Reuters, The Chosun Daily, The Dong‑A Ilbo, ET News and SK hynix. SK hynix is moving aggressively to expand its AI memory capabilities, reportedly planning a U.S. ADR listing to fuel growth, …

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[News] Tesla Reportedly Ramps TeraFab Hiring in Taiwan; TSMC Talent Seen as Primary Target

Posted on 2026-03-24 by TrendForce

Please note that this article cites information from Economic Daily News, Tesla on LinkedIn, and UDN News. Elon Musk’s TeraFab chip plant, reportedly a $20 billion to $25 billion push into 2nm chips, is ramping talent recruitment, drawing attention as the …

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[News] ASUS Reportedly Warns PC Prices Could Jump 25–30% in 2Q, Rising Further in 3Q Amid CPU, Memory Costs

Posted on 2026-03-24 by TrendForce

Please note that this article cites information from Commercial Times, the Economic Daily News, and TechNews. Amid surging memory and CPU costs, PC makers are gearing up for another wave of price hikes. ASUS, citing local reports from Commercial Times …

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Posted in Consumer Electronics, DRAM, NAND Flash, Notebook Computers, Semiconductors | Tagged , | Leave a comment