What Happened: Under new CEO John Ternus, Apple is reportedly exploring a return to the enterprise server market, marking a ...
A free Monday brief on the AI infrastructure and semiconductor supply chain. Six components, tracked weekly, so you see what is tightening before the market does.
Edge AI players, not data center players, are the ones showing real interest in 4hi HBM. TrendForce observes that in certain ...
Three of the six components we track are in severe shortage. ABF runs at 48 to 56 weeks against a balanced 12.
Quick recap: 2.5D packaging uses an interposer with extremely high routing density, enabling faster signal transmission and lower power consumption between dies. Examples include TSMC’s CoWoS and ...
TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack the latest on memory, AI server deployment, and the widening US-China divide in AI infrastructure: REGISTER HERE. Over the ...
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