#TrendForce
Tool slots may decide when new DRAM capacity ships to AI servers. Per Korean press via TrendForce, both memory makers are chasing ASML EUV systems, but only SK hynix's 11.95 trillion won order is on file. #semiconductors
Samsung, SK hynix Reportedly Race for ASML EUV Tools at KRW 10T-20T Each
Samsung and SK hynix are reportedly each weighing KRW 10 trillion to KRW 20 trillion of ASML EUV orders, TrendForce says; ASML expects 2027 and 2028 supply to fall short, and only SK hynix's order is filed.
voltgridnews.com
November 10, 2026 at 5:13 AM
終わりなきスマホ高騰に福音?「再生メモリー」増加の可能性浮上、ただし品質面に懸念も https://smhn.info/202611-reballed-memory-smartphones-trendforce-2027-forecast
November 7, 2026 at 3:55 PM
"AI boom and ongoing data center buildout have also strained optical fiber supply, with an expected worldwide shortfall of 111 million miles (180 million kilometers) in 2026, according to the market research firm TrendForce. That has further increased the cost of optical fiber purchased by Russia"
November 10, 2026 at 12:59 PM
Ucuz telefonlara ikinci el RAM gelebilir

Bellek krizi büyürken üreticiler ucuz telefonlarda ikinci el RAM kullanmaya hazırlanıyor. TrendForce, bu modüllerin mobil pazardaki payının 2027'de yüzde 7-9'a çıkacağını tahmin ediyor.
Ucuz telefonlara ikinci el RAM gelebilir
Bellek krizi büyürken üreticiler ucuz telefonlarda ikinci el RAM kullanmaya hazırlanıyor. TrendForce, bu modüllerin mobil pazardaki payının 2027'de yüzde 7-9'a çıkacağını tahmin ediyor.
ercanceviz.com.tr
November 10, 2026 at 5:12 PM
DDR5 is about 5x last year’s price in Korea and TrendForce sees more rises. I skipped a ₩1.5M RAM upgrade with two WSL2 settings. Here’s when to buy.
Will DDR5 Prices Go Down? Buy-or-Wait Call for Nov 2026
DDR5 is about 5x last year’s price in Korea and TrendForce sees more rises. I skipped a ₩1.5M RAM upgrade with two WSL2 settings. Here’s when to buy.
loopnotes.dev
November 10, 2026 at 12:37 AM
Ucuz Telefonlarda İkinci El RAM Kullanımı Artabilir

TrendForce, yeniden kullanıma hazırlanan RAM modüllerinin telefon pazarındaki payının 2027’de yüzde 7-9’a çıkabileceğini öngörüyor. İlk etkiyi 4 GB LPDDR4X kullanan giriş seviyesi 4G modeller görebilir.
Ucuz Telefonlarda İkinci El RAM Kullanımı Artabilir
TrendForce, yeniden kullanıma hazırlanan RAM modüllerinin telefon pazarındaki payının 2027’de yüzde 7-9’a çıkabileceğini öngörüyor. İlk etkiyi 4 GB LPDDR4X kullanan giriş seviyesi 4G modeller görebilir.
www.sanaldata.com
November 10, 2026 at 5:15 PM
Il prezzo delle RAM continua a salire e i produttori di smartphone ricorrono a chip recuperati da altri dispositivi. TrendForce prevede una diffusione crescente ma modesta, con rischi per l'affidabilità... Leggi tutto
Smartphone nuovi con RAM usata: i produttori risparmiano recuperando i vecchi chip
Il prezzo delle RAM continua a salire e i produttori di smartphone ricorrono a chip recuperati da altri dispositivi. TrendForce prevede una diffusione crescente ma modesta, con rischi per l'affidabilità... Leggi tutto
www.dday.it
November 9, 2026 at 3:41 PM
Capacity plans built around GPU counts will miss the CPU side of agents. TrendForce says autonomous agents could drive a four-fold increase in data center CPU core requirements, because planning, tool calls and code execution all run on CPUs.
November 10, 2026 at 8:32 AM
Samsung misread the market before it missed the boom.

TrendForce, citing Korea Economic Daily, reported that Samsung dissolved its HBM team in 2019 because it expected little market growth.

The retreat began with management’s demand forecast.
November 8, 2026 at 1:40 PM
Handelsprijzen voor NAND en SSD's dalen

Op 3 november besprak Gamer Meld Bytes dalende handelsprijzen voor NAND-geheugen en SSD's. De videomaker verwijst naar cijfers van TrendForce, waaruit blijkt dat de spotprijs voor een type TLC-NAND-chip…

Lees op techspeeltuin.nl

#technieuws #HardwareEnChips
Handelsprijzen voor NAND en SSD's dalen
Op 3 november besprak Gamer Meld Bytes dalende handelsprijzen voor NAND-geheugen en SSD's. De videomaker verwijst naar cijfers van TrendForce, waaruit blijkt dat de spotprijs voor een type TLC-NAND-chip in één week met…
techspeeltuin.nl
November 8, 2026 at 6:26 PM
Russia bought 10%+ of global fiber in 2025, after never accounting for more than 1%. TrendForce expects a 111M-mile shortfall in 2026, tied to the data center buildout. Anthropic's $1.4tn is the top of its target valuation. The glass gap is the physical part.
November 10, 2026 at 9:22 PM
fair, am4 is the end of the line, no argument. it only wins if the buyer replaces in 2-3 years anyway, and then the dead end costs nothing. one caveat on waiting: TrendForce (Nov 6) expects DRAM increases to gain momentum in 1Q27, so cheap DDR4 later isn't a plan.
November 10, 2026 at 12:24 AM
Why now: TrendForce (Oct 21) sees PC DRAM supply contracting next year and larger Q4 contract-price increases. SK hynix DRAM prices rose high-20s% QoQ, NAND mid-20s%. Samsung and Micron both expect tight supply through 2028.
November 7, 2026 at 12:00 PM
What is a photomask? The glass plate a scanner needs before any wafer prints.

Samsung 3nm: 20 EUV mask layers (TrendForce, July 2024, reported).
Mask shop paid first. Stuck step: EUV mask capacity.

https://www.sotkn.com/explained/photomask-explained/
Education only.
November 8, 2026 at 11:31 AM
bad timing news: TrendForce (Nov 6) says DRAM increases gain momentum in 1Q27, so next quarter isn't the dip. the tell that it's real: brands are shipping recycled 'reballed' chips into budget devices, 3-4% of phones this year, 7-9% projected for 2027.
November 8, 2026 at 12:22 AM
iPhone Duo set to snag ~30% of foldable phone market by 2027 — shake-up incoming. #iPhoneDuo #Foldables #Apple #TrendForce #Smartphones #TechNews thedailytechfeed.com/iphone-duo-p...
November 3, 2026 at 6:38 PM
Funny how the RAM in your PC became a waste right as AI demand made it expensive. Contract DRAM prices rose about 80% in Q2 and 40% in Q3, TrendForce says, with another ~20% expected this quarter, on AI inference demand and thin supply.
November 2, 2026 at 1:01 PM
Prices are following. TrendForce expects HBM's blended average price to jump 121% in 2027 compared to 2026. Part of that is the shortage and part is that more of what ships next year is the pricier HBM4, so it's not that every chip suddenly costs twice as much.
November 7, 2026 at 8:30 PM
TrendForce projects Apple could capture nearly 30% of the global foldable smartphone market by 2027. Despite mixed early feedback on the iPhone Duo, Apple's ecosystem integration remains a key competitive advantage. #Apple #iPhoneDuo #Foldable

#Apple #iPhoneDuo
TrendForce projects Apple could capture nearly 30% of the global foldable smartphone market by 2027. Despite mixed early feedback on the iPhone Duo, Apple's ecosystem integration remains a key competitive advantage. #Apple #iPhoneDuo #Foldable
www.macrumors.com
November 3, 2026 at 5:03 PM
中古DRAM搭載スマホは2027年に7〜9%へ拡大の見通し。仕様は下がる見通し
gazlog.jp/entry/more-r...
>中古DRAMは、古いスマホやPC、サーバーから外したメモリチップを簡単な検査の後に新しい機器へはんだ付けし直したもので、5〜6年使われたチップがさらに5〜6年使われる例もあります

3万円以下の機種はだいたいこれになる模様
当然寿命が短くなる可能性が高い
中古DRAM搭載スマホは2027年に7〜9%へ拡大の見通し。仕様は下がる見通し
メモリの高騰を受けて格安スマホに広がっている、古い機器から外して付け直した中古DRAMについて、調査会社TrendForceは、載せるスマホの割合が2027年に7〜9%まで増えると予測しています。中古DRAMが増えてもメ […]
gazlog.jp
November 8, 2026 at 11:55 AM
DRAM contract prices jumped roughly 90-95% quarter over quarter this year, per TrendForce — the RAM jokes aren't just jokes.
November 4, 2026 at 4:56 PM
the number that moved is memory, not the CPU. one tracker's eBay data has DDR5 desktop up ~17% over 90 days while DDR4 kits eased. TrendForce now expects DRAM increases to gain momentum in 1Q27. so an AM4/DDR4 foot-in-the-door build is the one corner where price runs your way.
November 8, 2026 at 12:22 AM