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【Market View】Price Hikes on New Models Weigh on Sales, Smartphone Production to Face Clear Headwinds from 2Q26, Says TrendForce
Published Jan.15 2026,15:21 PM (GMT+8)
Since the second half of 2025, the global handset market has experienced increased pressure from tightening memory supply and rapidly rising prices...
【Market View】Rising AI-Driven Demand for Power ICs and Capacity Cuts Fuels Potential 8-Inch Foundry Price Hikes, Says TrendForce
Published Jan.13 2026,16:58 PM (GMT+8)
The supply-demand dynamics of the 8-inch wafer market have shifted according to TrendForce’s latest foundry survey...
【Market View】HBM4 Mass Production Delayed to End of 1Q26 By Spec Upgrades and Nvidia Strategy Adjustments, Says TrendForce
Published Jan.08 2026,15:05 PM (GMT+8)
TrendForce’s recent investigations indicate that Nvidia has revised the HBM4 specifications for its Rubin platform in 3Q25...
【Market View】MLC NAND Flash Shifts to a Niche Market as Major Suppliers Exit, Reshaping the Supply Chain, Says TrendForce
Published Jan.07 2026,17:02 PM (GMT+8)
TrendForce’s recent research indicates that as major international NAND Flash producers reduce or halt MLC NAND Flash output...
【Market View】Memory Makers Prioritize Server Applications, Driving Across-the-Board Price Increases in 1Q26, Says TrendForce
Published Jan.05 2026,17:13 PM (GMT+8)
TrendForce’s latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity...
【Market View】Revises Down 2026 Global Notebook Shipments to a 5.4% YoY Decline; Apple and Lenovo Demonstrate Resilience on Supply-Chain and Scale Advantages, Says TrendForce
Published Dec.30 2025,17:35 PM (GMT+8)
TrendForce’s recent findings show that, amid a sluggish economic recovery and cautious consumer spending, surging memory prices...
【Market View】Higher DDR5 Profitability Intensifies Capacity Crowding, Strengthening HBM3e Pricing Momentum in 2026, Says TrendForce
Published Dec.18 2025,16:04 PM (GMT+8)
TrendForce’s latest research indicates that tight supply conditions in the memory market have recently driven a sharp rise in conventional DRAM prices...
【Market View】Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%, Says TrendForce
Published Dec.12 2025,16:13 PM (GMT+8)
Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%, Says TrendForce TrendForce’s latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals. Revenue was primarily driven by advanced processes at 7 nm and below, with support from high-v
【Market View】Memory Price Surge to Persist in 1Q26; Smartphone and Notebook Brands Begin Raising Prices and Downgrading Specs, Says TrendForce
Published Dec.11 2025,04:39 AM (GMT+8)
TrendForce’s latest investigations reveal that memory prices are projected to rise sharply again in the first quarter of 2026, exerting significant cost pressure...
【Market View】China’s CSPs and OEMs likely to Actively Procure H200, but Domestic AI Chip Development Continues to Accelerate, Says TrendForce
Published Dec.10 2025,17:42 PM (GMT+8)
The U.S. government’s approval for Nvidia to export the H200 to China has shifted market expectations...
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