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【Market View】CSP CapEx Projected to Exceed US$1.5 Trillion in 2027, with AI Server Revenue Growing Over 90% YoY on Higher Shipments and Prices, Says TrendForce
Published Oct.14 2026,16:25 PM (GMT+8)
Hyperscale CSPs are ramping up investments in servers and AI infrastructure, according to TrendForce’s latest AI server industry research...
【Market View】Integrated Optical-Electrical Testing Platforms Become Key to CPO Mass Production, Reshaping the Test Equipment Supply Chain, Says TrendForce
Published Oct.13 2026,04:39 AM (GMT+8)
TrendForce’s latest research on AI interconnect technologies reveals that growing demand for high-speed transmission in AI data centers is accelerating the transition of co-packaged optics...
【Market View】AI Server Demand Sustains Memory Contract Price Increases in 4Q26, While Consumer-Side Pressure Persists, Says TrendForce
Published Sep.30 2026,16:30 PM (GMT+8)
TrendForce’s latest memory industry research reveals that DRAM suppliers continue to prioritize advanced-process capacity for high-performance...
【Market View】HBM Supply Constraints Persist, 2027 Price Outlook Revised Upward with Blended ASP Forecast to Rise 121% YoY, Says TrendForce
Published Sep.29 2026,18:02 PM (GMT+8)
TrendForce’s latest research reveals that continued expansion in AI server demand is keeping HBM and conventional DRAM in competition for limited advanced-process and wafer capacity...
【Market View】Japanese and Korean MLCC Makers Cut Consumer Supply to Focus on AI, Chinese Suppliers Enter Global Brand Qualification, Says TrendForce
Published Sep.24 2026,14:20 PM (GMT+8)
According to TrendForce, the MLCC industry is experiencing a structural shift as AI demand continues to displace traditional markets. Leading Japanese and Korean suppliers are increasingly reducing their supply of consumer-oriented MLCCs...
【Market View】DRAM Module Revenue Surges 59% YoY in 2025 as Crowding-Out Effect Constrains Chip Supply and Drives Prices Higher, Says TrendForce
Published Sep.22 2026,15:38 PM (GMT+8)
According to TrendForce statistics, the global DRAM module market generated $21.2 billion in revenue in 2025, up a strong...
【Market View】Stronger North American Demand to Keep Enterprise SSD Prices on an Upward Trend in 4Q26, Says TrendForce
Published Sep.21 2026,15:17 PM (GMT+8)
U.S. CSPs have recently upgraded their enterprise SSD demand forecasts over the past two weeks, according to TrendForce’s research...
【Market View】AI Chip Packaging Pushes Beyond Reticle Limits, with CoWoS-L Set to Remain the Mainstream Advanced Packaging Solution Through 2028, Says TrendForce
Published Sep.18 2026,17:15 PM (GMT+8)
TrendForce’s latest research into advanced semiconductor packaging reveals that GPU suppliers and hyperscale CSPs are continuing to develop increasingly...
【Market View】Global Power Demand Capacity for Data Centers Expected to Rise 31% YoY in 2026; Grid Supply Gap to Widen in 2028, Says TrendForce
Published Sep.16 2026,17:19 PM (GMT+8)
TrendForce’s latest AI server industry research reports that CSPs are accelerating...
【Market View】NOR Flash Price Trends Diverge in 2H26, with High-Capacity Products Poised for 90–110% Increases, Says TrendForce
Published Sep.14 2026,16:34 PM (GMT+8)
TrendForce’s latest memory industry research indicates that the NOR Flash market is undergoing its most significant structural shift in supply and demand in nearly a decade...
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