Daily Archives: 2026-07-08

[News] Wolfspeed Sues Navitas Over GaN, SiC Patents, Reportedly Seeks U.S. Sales Ban

Posted on 2026-07-08 by TrendForce

A new patent dispute has emerged in the power semiconductor industry. According to Investing.com, Wolfspeed announced that it had filed a patent infringement lawsuit against rival Navitas Semiconductor, alleging infringement of its “foundational” gallium nitride (GaN) and silicon carbide (SiC) …

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[News] Intel Patent Reveals XBM Matching HBM4 Footprint Without Interposers; Commercialization Seen After 2030

Posted on 2026-07-08 by TrendForce

As AI chip demand surges, existing high-bandwidth memory (HBM) is facing supply and cost challenges, prompting the search for alternative memory technologies. According to Tom’s Hardware, an Intel patent application published on July 2, 2026 reveals the company’s proposed cross-batch …

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[News] Memory Rally Extends as ADATA Reportedly Sees Q3 DRAM Prices Up 20-30%, NAND Up 35-40%

Posted on 2026-07-08 by TrendForce

Memory pricing is expected to extend its rally amid surging AI demand. Citing ADATA Chairman Simon Chen, Taiwan’s Economic Daily News and Commercial Times report that memory makers have notified customers of another 20%-30% increase in DRAM contract prices for …

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[News] TSMC PIC Capacity Seen Surging to 25K Wafers/Month by 2028; NVIDIA, Broadcom Eyed as Early COUPE Customers

Posted on 2026-07-08 by TrendForce

TSMC’s push into silicon photonics is drawing growing market attention, with wafer capacity for PIC (Photonic Integrated Circuits ) expected to expand significantly. According to Commercial Times, institutional investors estimate that TSMC’s PIC capacity will increase from around 500 wafers per month …

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[Insights] Memory Spot Price Update: DRAM Spot Trading Remains Subdued, with DDR3 and 4Gb DDR4 Edging Higher

Posted on 2026-07-08 by TrendForce

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, the overall spot trading volume remains rather limited, with DDR3 and 4Gb DDR4 chip prices rising slightly. In NAND Flash, suppliers are alleviating quotations continuously to adjust …

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Posted in DRAM, NAND Flash, Semiconductors | Tagged , , | Leave a comment