Penguin Solutions announced on November 4 that it had entered into a definitive agreement to sell its Cree LED business to private equity firm Transom Capital Group (Transom).
TrendForce's latest memory industry research indicates that the sustained rise in mobile DRAM contract prices is driving smartphone brands to increasingly embrace lower-cost reballed memory components, particularly in entry-level and budget models. TrendForce estimates that the penetration rate of reballed memory in the smartphone market will reach approximately 3–4% in 2026, potentially climbing to 7–9% in 2027.
Marvell has officially announced its acquisition of optical communications giant Lumentum, with both companies’ boards approving the transaction on November 2. The deal remains subject to shareholder and regulatory approval across multiple jurisdictions.
TrendForce's latest AI infrastructure research indicates that the continued expansion of AI server clusters and surging accelerator bandwidth requirements are fueling rapid growth in the global AI networking and interconnect market. Market revenue is projected to climb from US$37.9 billion in 2024 to US$279.8 billion in 2027, representing a CAGR of 95% over the period.
Apple’s newly unveiled MacBook Pro with PROLED XDR Display marks a significant milestone in the evolution of MacBook display technology and user experience, becoming the first model in the lineup to feature a tandem OLED touchscreen.
