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2026-03-19

[Insights] NVIDIA Expands Robotics Ecosystem at GTC as Physical AI Moves Toward Large-Scale Deployment

NVIDIA showcased its robotics technologies at GTC 2026. According to TrendForce, the company integrated Cosmos, Isaac, and GR00T to link virtual simulation with real-world training and deployment, helping reduce training costs and accelerate commercialization as simulation advances. TrendForce notes...

2026-03-18

[News] Memory Giant Shifts Strategy: Samsung Reportedly Eyes 3–5 Year Contracts to Stabilize Supply

South Korea’s memory giants, once reluctant to lock in long-term deals amid tight supply, may be shifting stance. Bloomberg, citing Co-CEO Jun Young-hyun’s remarks at the shareholder meeting on March 18, reports that Samsung is now exploring multi-year memory contracts to secure supply stability...

2026-03-18

[Insights] Memory Spot Price Update: DRAM Spots Pause Amid Samsung’s March DDR4 Freeze

According to TrendForce's latest memory spot price trend report, regarding DRAM, with Samsung pausing DDR4 consumer chip price hikes in March, increases are expected to stall briefly before picking up again in 2Q26. Meanwhile, in terms of NAND, with the expectation on significant increases on contra...

2026-03-18

[News] Samsung Reportedly Eyes 2nm Base Die for HBM5, 1d DRAM HBM5E; HBM4 to Exceed 50% of Output

While HBM4 is only just entering mass production this year, Samsung is already looking ahead. According to ETNews, speaking at NVIDIA GTC, Hwang Sang-jun, Vice President and Head of Memory Development at Samsung Electronics, said that the base die of HBM5 will adopt Samsung Foundry’s 2nm process,...

2026-03-18

[News] NVIDIA Rubin Ultra and Feynman Reportedly to Boost TSMC SoIC; Besi, Applied Materials, TEL to Benefit

NVIDIA’s GTC revealed plans to launch an enhanced Rubin Ultra in 2027, while its next-generation architecture, Feynman, is also coming into view for 2028. According to Commercial Times, SoIC (System on Integrated Chips) is expected to be a key technology for TSMC to meet customer design needs for ...

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