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【Market View】iPhone 18 Pro BOM Cost Expected to Surge Nearly 40%, Leaving Apple to Sacrifice Margins to Sustain Shipments, Says TrendForce
Published Aug.10 2026,15:26 PM (GMT+8)
TrendForce’s latest smartphone industry research reveals that escalating component costs—led by memory—are expected to significantly raise...
【Market View】China Accounts for 56% of Global Optical Module Manufacturing; Short-Term Supply Chain Decoupling Unlikely Under Potential U.S. Restrictions, Says TrendForce
Published Aug.05 2026,18:30 PM (GMT+8)
According to recent media reports, the U.S. Federal Communications Commission (FCC) is drafting a proposal that would expand its Covered List...
【Market View】DRAM Supply to Remain Tight in 2027, Prompting NVIDIA to Lower HBM Configurations for Rubin Ultra, Says TrendForce
Published Aug.04 2026,17:26 PM (GMT+8)
According to TrendForce's latest memory industry research, DRAM supply will remain tight through 2027...
【Market View】AI Server Shipments Forecast Raised to Nearly 31% YoY in 2026 as 90% Surge in CSP CapEx Fuels Infrastructure Expansion, Says TrendForce
Published Aug.03 2026,17:00 PM (GMT+8)
Surging investment in AI infrastructure is expected to drive the combined CapEx of the world’s nine largest CSPs...
【Market View】Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce
Published Jul.30 2026,16:38 PM (GMT+8)
TrendForce’s latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027...
【Market View】AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge, Says TrendForce
Published Jul.28 2026,14:45 PM (GMT+8)
According to TrendForce’s latest MLCC industry survey, robust AI demand drove June 2026 shipments from the top three Japanese and Korean suppliers—Murata, Samsung Electro-Mechanics (SEMCO), and Taiyo Yuden—to a five-year monthly high...
【Market View】NAND Flash Supply Growth to Outpace Demand in 2027, Easing Supply Constraints in 2H27, Says TrendForce
Published Jul.21 2026,16:13 PM (GMT+8)
TrendForce’s monthly July NAND Flash update reveals that the NAND Flash market has remained undersupplied throughout 2026...
【Market View】Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in 2H26, Says TrendForce
Published Jul.13 2026,15:16 PM (GMT+8)
TrendForce's recent memory pricing survey shows that more mature NAND process capacity is being shifted toward higher-value products...
【Market View】Long-Term Agreements Cap Price Increases; Server DRAM Contract Prices Expected to Rise 13-18% QoQ in 3Q26, Says TrendForce
Published Jul.09 2026,14:02 PM (GMT+8)
TrendForce’s latest memory pricing survey indicates that multiple memory suppliers have already factored in expected price hikes into...
【Market View】AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to-Bill Ratios to Post-Pandemic Highs, Raising Shortage Risks in 2H26, Says TrendForce
Published Jul.06 2026,14:00 PM (GMT+8)
TrendForce's latest MLCC industry research indicates that accelerating AI server platform upgrades and the continued volume growth of custom ASICs developed by CSPs have significantly boosted demand for high-end MLCCs...
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