TrendForce

#Apple unveils its first OLED touchscreen MacBook Pro with #TSMC-made M5 Pro/Max chips and #Samsung Display panels reportedly on board. The launch could boost orders for Taiwanese ODMs #Foxconn and Quanta.💡More: buff.ly/VjR0PlZ 🔗

Bloomberg reports that #Marvell is in advanced talks to acquire optical communications component maker #Lumentum, with an announcement potentially coming as soon as next week. Marvell is already a customer of Lumentum's laser products, while #NVIDIA invested US$2 billion in each company earlier this year. #TrendForce views the potential acquisition as a strategic move by Marvell to position itself early for optical interconnects at both the scale-in level (within servers and packages) and the scale-up level (within racks) in the CPO/NPO era. DSP functions are expected to gradually migrate into ASICs or electronic integrated circuits (EICs) as optical interconnects move deeper into racks and packages, while light sources remain difficult to integrate directly into silicon chips. Marvell already offers electronic components such as DSPs and has gained optical I/O technology spanning package-to-rack connectivity through its acquisition of Celestial AI. Lumentum, meanwhile, supplies the indium phosphide (InP) lasers used as external light sources in NVIDIA's CPO switches. This "electronics plus optics" combination would give Marvell the ability to integrate optical engines from the electronic interface through to the light source. However, with CPO penetration still low, the acquisition would represent a long-term positioning play.

Samsung Operating Profit Surpasses ₩100T in a Quarter, Driven by Memory Price Hikes and HBM4 Samsung Electronics reported consolidated revenue of ₩195.3T and operating profit of ₩107.4T for 3Q26, becoming the first global technology company to post quarterly operating profit exceeding ₩100T. Its Device Solutions (DS) division contributed ₩106.5T in operating profit, primarily driven by broad-based memory price increases and a significant expansion in HBM4 sales. Memory Revenue Surges 427% YoY The DS division generated ₩147.1T in revenue, up 344% YoY, with an operating margin of 72%. Memory revenue reached ₩140.7T, soaring 427% YoY. Samsung attributed the growth to its focus on AI-related products amid capacity constraints, with server demand remaining the strongest and prices rising across end markets. In foundry operations, higher revenue from HBM base dies and advanced process technologies improved performance. Utilization rates for processes below 8nm are expected to exceed 100%, while the number of 2nm orders secured this year is projected to more than double from 2025. HBM4E Volume Production Scheduled for 1H27 Samsung stated during its earnings call that all HBM supply for 2027 has been committed at target prices, with customers continuing to request additional volumes. The company began global sampling of HBM4E in May and expects to start volume production in 1H27, followed by a production ramp-up in 2H27. In 4Q27, Samsung plans to further increase sales of HBM4, high-speed DDR5, and server SSDs. Supply Shortages Expected to Worsen in 2027 Samsung expects the supply shortage in 2027 to be more severe than in 2026. The company has budgeted ₩84.4T in CapEx for the full year, of which ₩76.8T is allocated to the DS division. 📊More semiconductor news: buff.ly/YckK6fp 📊More industry charts: buff.ly/4hbxzLr

#Samsung’s #HBM momentum: 2027 supply effectively sold out, #HBM4 sales more than tripled in 3Q26, and HBM market share reportedly matching its broader DRAM standing.

Reports of inner-screen damage have emerged less than a week into iPhone Duo preorders. With its minimal crease, could hinge design be key to durability?💡More analysis from #TrendForce: buff.ly/kimORxa 🔗

PC production may be heading back to China as AI-driven memory and storage costs rise. #HP, #ASUS, and #Acer are reportedly moving some manufacturing from Thailand and Vietnam, while Dell may follow.💡More: buff.ly/VxtE6cK 🔗

#Google’s #TPU push is gaining momentum as #OpenAI reportedly eyes its AI chips and #Oracle plans to offer TPUs through its cloud. Could this challenge #NVIDIA’s dominance? 💡More: buff.ly/b6lBLbF 🔗

With 4F² promising a 33% smaller DRAM cell footprint, not every memory giant is convinced it’s the way forward. So where do they stand on 4F² development, and what’s their strategy?