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2025-03-06

[News] Micron Strengthens Board with Former TSMC Chairman Mark Liu, Hinting at Deeper HBM Collaboration

On March 5, Micron Technology announced the appointment of former TSMC Chairman Mark Liu to its Board of Directors. TrendForce suggests that Micron's addition of Mark Liu to its board of directors indicates a deeper collaboration between Micron and TSMC—particularly in custom HBM logic die desi...

2025-03-06

[News] China’s JBD Reportedly Inks Deal for Meta’s Orion, Challenging South Korean Display Giants

According to a report by Business Korea, Meta, a leading company in augmented reality (AR) technology, has partnered with the Chinese display manufacturer JBD as the exclusive supplier of LEDoS displays for its AR glasses prototype, Orion. JBD is notably the only company worldwide capable of manu...

2025-03-06

[Insights] Trump’s Chip Tariffs Shake Up the Game: Dive Into TSMC’s Huge U.S. Investment Plans

On February 13, 2025, U.S. President Donald Trump officially signed the "Reciprocal Tariffs" presidential memorandum, aiming to ensure "fair trade" for the U.S. in international commerce. According to TechNews, the key principle of this policy is that the U.S. will impose reciprocal tariffs on coun...

2025-03-05

[News] Samsung Forms Task Force to Fast-Track Exynos 2600, with Prototype Production Reportedly Set for May

According to a report from Korean media outlet The Financial News, Samsung Electronics' Semiconductor (DS) Division has formed a Performance Enhancement Task Force (TF) within its foundry business to monitor the Exynos 2600's performance and stability. The in-house flagship chip, which is expect...

2025-03-05

[Insights] Panel Prices in Early March: Mild Increases for TV and MNT, NB Prices Hold Steady

TrendForce discloses the latest panel prices for early March, with details as follows. TV TV panel demand remained stable in March, though uncertainties, such as tariff issues, have emerged. Brand clients are sticking to their procurement plans but may adjust orders if end-demand changes. Pa...

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