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【Market View】Rubin Faces Delay Risks Amid Ongoing Supply Chain Adjustments; Blackwell to Account for Over 70% of NVIDIA’s High-End GPU Shipments in 2026, Says TrendForce
Published Apr.08 2026,17:16 PM (GMT+8)
According to TrendForce’s latest findings on AI servers, NVIDIA’s high-end AI chip shipment mix is expected to change in 2026...
【Market View】Limited Capacity and Order Shifts Drive March Consumer DRAM Price Surge, Led by Sub-4Gb Products, Says TrendForce
Published Apr.07 2026,17:28 PM (GMT+8)
Major suppliers are continuing to phase out production of mature products below DDR4, according to TrendForce’s latest research on the memory industry...
【Market View】AI Compute Demand Drives 44% YoY Growth for Top 10 Global Fabless IC Firms in 2025, Says TrendForce
Published Apr.01 2026,16:36 PM (GMT+8)
Continued investment in AI infrastructure by major CSPs, including purchases of GPUs and deployment of in-house ASICs, has driven...
【Market View】AI Server Demand to Drive Memory Contract Price Increases in 2Q26 as CSPs Secure Supply via Long-Term Agreements
Published Mar.31 2026,18:15 PM (GMT+8)
TrendForce’s latest memory pricing survey reveals that DRAM suppliers are reallocating capacity toward HBM and server applications in 2Q26...
【Market View】Tight Supply of Low-Capacity NAND Flash and AI Upgrades to Drive 4.8% Growth in Average Smartphone Storage Capacity in 2026, Says TrendForce
Published Mar.23 2026,14:24 PM (GMT+8)
Although global smartphone brands will encounter higher NAND Flash prices in 2026, the average storage capacity for smartphones is projected to grow by...
【Market View】Strong AI Momentum to Drive 24.8% Growth in Foundry Revenue in 2026; Selective Price Increases Emerging, Says TrendForce
Published Mar.19 2026,16:19 PM (GMT+8)
TrendForce’s latest research on the foundry industry reveals that continued investment in the AI arms race by North American CSPs and...
【Market View】NVIDIA Expands Product Portfolio to Address AI Training and Inference, Responding to an ASIC Push from CSPs, Says TrendForce
Published Mar.18 2026,06:11 AM (GMT+8)
According to TrendForce’s latest findings on the AI servers, major CSPs are increasing investment in self-developed chips...
【Market View】Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth, Says TrendForce
Published Mar.13 2026,20:57 PM (GMT+8)
The widespread adoption of AI inference workloads in 4Q25 significantly raised requirements for data storage systems, according to...
【Market View】AI Demand Drives 4Q25 Global Top 10 Foundries Revenue Up 2.6% QoQ; Samsung Gains Share and Tower Moves Up in Rankings, Says TrendForce
Published Mar.12 2026,18:20 PM (GMT+8)
TrendForce’s latest research on the semiconductor foundry industry reveals that advanced-node demand remained strong in 4Q25...
【Market View】NVIDIA Compute Architecture Paves the Way for Scale-Up Optical Interconnects; CPO Penetration in AI Data Centers Expected to Rise Steadily, Says TrendForce
Published Mar.11 2026,11:00 AM (GMT+8)
NVIDIA’s next-generation AI compute rack architecture indicates that future GPU designs will increasingly prioritize higher chip-to-chip interconnect density and faster data transmission...
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