China's memory industry is making rapid advances, raising questions about its potential impact on global competition. According to UDN News, Elon Musk suggested in a post on X that RAM could be the next sector to face intense competition from China's large-scale manufacturing capabilities, although ...

To break free from the ongoing memory crunch, SK hynix is pushing the boundaries of AI infrastructure beyond conventional HBM solutions. At the OCP Global Summit 2026, SK hynix Senior Vice President Hoshik Kim introduced MARS (Memory-Centric AI Rack-Scale System), a disaggregated rack-scale architec...

As AI workloads drive growing demand for both memory bandwidth and capacity, memory makers are expanding their portfolios to include a wider range of AI memory solutions. According to ZDNet, Samsung Electronics teamed up with AMD to demonstrate a Compute Express Link (CXL)-based memory expansion sol...

AMD CEO Lisa Su expressed strong confidence in the CPU market’s growth prospects during her keynote at the OCP Global Summit 2026 on October 12. Here are the key takeaways from her remarks, as captured by TrendForce on-site. CPU TAM Forecast Raised to Over US$200B by 2030 AMD CEO Lisa Su expects...

NVIDIA is expanding its open AI infrastructure strategy, with a new optical connectivity initiative alongside Cisco and more flexible rack designs creating opportunities for Taiwan’s optical communications, server, and component suppliers. According to Economic Daily News, NVIDIA announced plans f...