News
On April 17, shares of Yuanjie Semiconductor continued to rally, briefly surpassing CNY 1,410 during intraday trading and overtaking Kweichow Moutai to become the highest-priced stock in China’s A-share market. By midday close, Yuanjie retreated slightly to CNY 1,403.08, still marginally above Mou...
News
Samsung Electro-Mechanics and LG Innotek have reportedly initiated efforts to secure co-packaged optics (CPO) technology. According to ETNews, sources indicate that both companies have accelerated their push to integrate CPO into AI semiconductor substrates. Moving beyond the conceptual stage, they ...
Insights
NVIDIA announced on March 31, 2026 that it has entered a strategic partnership with Marvell and will invest US$2 billion, a move expected to support the development of next-generation AI and optical interconnect technologies. According to TrendForce, the collaboration goes beyond Marvell joining the...
News
As traditional copper-based electrical transmission reaches physical limits, the semiconductor industry is increasingly turning to optical transmission technologies, with UMC joining the trend. HyperLight and UMC, along with the foundry’s wholly owned subsidiary Wavetek, announced a strategic part...
News
Recently, TrendForce released its latest report noting that the rise of generative AI is placing mounting pressure on traditional short-range copper cabling used inside data center racks, which faces growing challenges in both energy efficiency and transmission density. By contrast, Micro LED-based ...