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TrendForce Latest Forecast: The penetration rate of smartphones with refurbished memory may reach 9% in 2027
2026-11-10
106

The product can meet the requirements of high-frequency signal amplification
and fast switching applications.
International
1. Samsung Electronics, SK Hynix and Micron have joined forces with SEMI to advance the standardization of robot charging in wafer fabs.2. Google announced the expansion of its in-house AI chip product line and launched two new configurations, TPU 8tx and TPU 8i Max.
3. Apple unveiled the latest research results of HALO, the "brain" for humanoid robots, and deployed the system on Unitree's G1 humanoid robot for verification.
4. Japan's Mitsui Chemicals plans to acquire all shares of photoresist firm JSR Corporation for 1.84 trillion yen.
5. Diamond Foundry has successfully developed the world's first 200 mm (8-inch) single-crystal diamond wafer.
6. In light of the evolving global silicon carbide market, onsemi has terminated its $2 billion silicon carbide (SiC) expansion project in the Czech Republic.
Domestic
1. The documentary The Shining APEC Journey, produced for the APEC meeting, premiered simultaneously on CCTV-9 Documentary Channel and Yangshipin on the evening of November 9.2. On November 9, China successfully launched 29 low-orbit satellites for its satellite internet constellation using a Long March 12 carrier rocket from the Hainan Launch Site.
3. Slkor (www.slkoric.com) and Kinghelm are scaling up overseas advertising campaigns to further raise the global visibility of the "Kinghelm" and "Slkor" brands.
4. Research from TrendForce indicates that price hikes for mobile DRAM are prompting handset 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 launch its first trial production line for TGV glass substrates by the end of 2026, with an initial monthly capacity of approximately 300 pieces.
6. The new-generation front-end dry scan projection lithography machines SSC800 and SSB800 (prototypes) from Shanghai Micro Electronics Equipment (SMEE) have been unveiled, with the localization rate of key components exceeding 90%.
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