TrendForce Latest Forecast: Penetration Rate of Refurbished Memory in Phones May Reach 9% in 2027

Products can meet the requirements of high-frequency signal amplification and fast switching applications.

International Tech News:

1. Samsung Electronics, SK hynix, and Micron have joined forces with SEMI to jointly advance the standardization of robot charging in wafer fabs.

2. Google announced an expansion of its in-house AI chip product line and launched two new configurations, TPU 8tx and TPU 8i Max.

3. Apple published its latest research results on HALO, the "brain" of its humanoid robot, and deployed the system on Unitree's G1 humanoid robot for verification.

4. Japan's Mitsui Chemicals plans to acquire all shares of photoresist company JSR Corporation for JPY 1.84 trillion.

5. Diamond Foundry successfully developed the world's first 200mm (8-inch) single-crystal diamond wafer.

6. Considering the changing global SiC market, onsemi ended its $2 billion silicon carbide (SiC) expansion plan in the Czech Republic.
   
   

Domestic Tech News:

1. The documentary "A Shining APEC Journey", produced for the APEC meeting, aired simultaneously on CCTV-9 Documentary Channel and Yangshipin on the evening of November 9.

2. On November 9, China successfully launched the 29th group of low-orbit satellites for satellite internet using a Long March 12 carrier rocket at the Hainan launch site.

3. Slkor (www.slkoric.com) and Kinghelm are increasing overseas advertising investment to further enhance the international market exposure of the "Kinghelm" and "Slkor" brands.

4. TrendForce research shows that rising mobile DRAM prices are pushing phone makers to adopt refurbished memory, with penetration expected to reach 3%-4% in 2026 and rise to 7%-9% in 2027.

5. Lens Technology plans to complete and start its first TGV glass substrate trial production line by the end of 2026, with initial monthly capacity of about 300 pieces.

6. Shanghai Micro Electronics Equipment's new-generation front-end dry scanning projection lithography machines SSC800 and SSB800 (models) have been launched, with the localization rate of key components exceeding 90%.