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【Market View】Agentic AI Drives Structural Expansion in Memory Demand, Global Memory Market Projected to Reach US$1.28 Trillion by 2027, Says TrendForce
Published May.29 2026,15:17 PM (GMT+8)
The shift in AI development from large-scale model training toward inference-centric Agentic AI applications is driving a structural expansion...
【Market View】Micron’s Fab 6 Starts LPDDR4 and DDR4 Production, but DDR4 Shortage Is Expected to Persist, Says TrendForce
Published May.26 2026,17:34 PM (GMT+8)
Micron has announced that its Fab 6 facility in Virginia, USA, has begun production of LPDDR4 and DDR4 DRAM using the 1α nm process...
【Market View】Combined Revenue of Top Five Global NAND Flash Suppliers Rose by 83.7% QoQ for 1Q26 as Supply Shortages Drove Price Hikes
Published May.25 2026,14:58 PM (GMT+8)
According to TrendForce’s latest survey of the NAND Flash industry, CSPs worldwide experienced an exponential surge in demand for enterprise SSDs...
【Market View】Aggressive Procurement of NVIDIA GB and Rubin Racks by North American CSPs Will Drive a 1.2x Surge in AI Inference Computing Power in 2026, Says TrendForce
Published May.20 2026,03:37 AM (GMT+8)
According to the latest AI sector research by global market intelligence firm TrendForce...
【Market View】MLCC Prices Are Expected to Rebound Due to Rising Demand from High-End Applications and Increased Channel Stocking Activities for Consumer-Grade Components, Says TrendForce
Published May.18 2026,01:00 AM (GMT+8)
According to the latest investigation by global market intelligence firm TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs...
【Market View】Mobile DRAM Contract Prices Continue Rising in 2Q26, Pressuring Smartphone Production, Says TrendForce
Published May.14 2026,17:18 PM (GMT+8)
Surging mobile DRAM contract prices in 2Q26 continue to place even greater cost pressure on smartphone brands, according to...
【Market View】Capacity Cuts and Surging Demand for AI Power ICs Set Stage for Mature-Node Foundry Price Increases, Says TrendForce
Published May.07 2026,16:48 PM (GMT+8)
The global mature-node supply–demand landscape is undergoing a structural shift...
【Market View】North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
Published May.06 2026,17:22 PM (GMT+8)
TrendForce’s latest findings on the AI industry highlight that several major North American CSPs have recently raised their 2026...
【Market View】AI Optical Interconnect Boom Drives U.S. Firms to Expand Southeast Asia Outsourcing, Opening the Door for Cross-Industry Entrants, Says TrendForce
Published May.05 2026,15:52 PM (GMT+8)
Global shipment volume of optical transceivers is projected to more than triple from 26.5 million units in 2023 to over 92 million units by 2026...
【Market View】AI Competition Turns into a Supply Chain Arms Race, Tightening Advanced Packaging and 3nm Capacity, Says TrendForce
Published Apr.30 2026,17:25 PM (GMT+8)
TrendForce’s latest foundry industry findings point out that AI demand has surged rapidly since 2023...
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