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【Market View】Memory Costs Drive Up iPhone 18 Series BOM; AI and Pricing to Shape Upgrade Demand, Says TrendForce
Published Sep.03 2026,17:15 PM (GMT+8)
TrendForce’s latest smartphone industry research indicates that Apple plans to adjust its product launch schedule starting in 2026...
【Market View】Higher Prices and Shipments Drive Top Five Enterprise SSD Vendors’ Revenue to Nearly US$37.59 Billion in 2Q26, Says TrendForce
Published Sep.01 2026,14:42 PM (GMT+8)
NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits and refine their offerings, according to...
【Market View】NVIDIA’s AI Rack Transition Accelerates; NVL72 Output Value to Exceed US$710 Billion in 2027, Says TrendForce
Published Aug.28 2026,17:13 PM (GMT+8)
TrendForce’s recent AI server industry report reveals that GB300 rack-scale solutions are set...
【Market View】SEMCO Leads 4Q26 OEM Price Hikes, Signaling Start of MLCC Industry Upcycle, Says TrendForce
Published Aug.27 2026,14:49 PM (GMT+8)
South Korean manufacturer SEMCO has taken the lead in raising 4Q26 prices for OEM and ODM customers, according to TrendForce’s latest MLCC industry research. This marks a departure from the company’s previous practice of limiting price adjustments to distributors and...
【Market View】Memory Prices Soar; DRAM and NAND Flash to Account for 68% of Major CSP CapEx in 2027, Says TrendForce
Published Aug.25 2026,07:00 AM (GMT+8)
According to TrendForce’s latest memory industry research, major global cloud service providers (CSPs) are accelerating AI infrastructure investment...
【Market View】Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; Micron Moves Up to Third Place, Says TrendForce
Published Aug.18 2026,15:19 PM (GMT+8)
TrendForce’s latest NAND Flash industry research reveals that AI server demand remained steady in the second quarter of 2026...
【Market View】Liquid Cooling Becomes Standard for High-End AI Infrastructure, with Penetration Expected to Reach 53% in 2026, Says TrendForce
Published Aug.17 2026,03:59 AM (GMT+8)
According to TrendForce’s latest AI server industry research, continued investment...
【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...
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