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【Market View】Inference AI Driving Structural Shifts in High-Capacity Storage, Nearline SSD Demand Surges, Says TrendForce
Published Sep.22 2025,14:21 PM (GMT+8)
TrendForce’s latest findings indicate that over the next two years, AI infrastructure will mainly focus on high-performance inference services...
【Market View】NVIDIA Seeks to Raise HBM4 Specs in Response to AMD Competition; SK hynix Expected to Remain Largest Supplier in 2026, Says TrendForce
Published Sep.18 2025,16:55 PM (GMT+8)
TrendForce reports that NVIDIA has recently pressed key component suppliers of its Vera Rubin server racks to upgrade product specifications...
【Market View】Soaring Inference AI Demand Triggers Severe Nearline HDD Shortages; QLC SSD Shipments Poised for Breakout in 2026, Says TrendForce
Published Sep.15 2025,14:32 PM (GMT+8)
TrendForce’s latest investigations reveal that the massive data volumes generated by AI are straining the global infrastructure of data center storage...
【Market View】Smartphone Production Rises 4% QoQ in 2Q25 as Inventory Adjustment Ends, Says TrendForce
Published Sep.12 2025,12:50 PM (GMT+8)
TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY...
【Market View】AI and General Server Demand Drive 2Q25 Enterprise SSD Revenue Up 12.7%, Says TrendForce
Published Sep.08 2025,02:27 AM (GMT+8)
TrendForce’s latest investigations reveal that the ramp-up of NVIDIA’s Blackwell platform shipments in 2Q25, combined with continued expansion...
【Market View】iPhone 17 Series Shipments to Edge Up in 2025, with “Air” Model Driving Product Line Shake-Up, Says TrendForce
Published Sep.04 2025,16:32 PM (GMT+8)
Apple is set to unveil four flagship devices—the iPhone 17, the iPhone 17 Air (tentative name), iPhone 17 Pro, and iPhone 17 Pro Max...
【Market View】2Q25 DRAM Revenue Jumps 17.1%, SK hynix Expands Market Share as Taiwanese Vendors Deliver Strong Growth, Says TrendForce
Published Sep.02 2025,16:03 PM (GMT+8)
TrendForce’s latest investigations demonstrate that global DRAM industry revenue reached US$31.63 billion in the second quarter of 2025...
【Market View】2Q25 Foundry Revenue Surges 14.6% to Record High, TSMC’s Market Share Hits 70%, Says TrendForce
Published Sep.01 2025,15:51 PM (GMT+8)
TrendForce’s latest investigations reveal that global foundry revenue in 2Q25 reached a record US$41.7 billion...
【Market View】NAND Flash Revenue Surged Over 20% in 2Q25, SK Group Market Share Jumped to 21%, Says TrendForce
Published Aug.28 2025,15:03 PM (GMT+8)
TrendForce’s latest investigations reveal that the NAND Flash industry posted solid growth in 2Q25 despite slight declines in ASP...
【Market View】Liquid Cooling to Scale in AI Data Centers, Penetration to Surpass 30% in 2025, Says TrendForce
Published Aug.21 2025,15:26 PM (GMT+8)
TrendForce’s latest research on the liquid cooling industry reveals that the rollout of NVIDIA’s GB200 NVL72 rack servers in 2025 will accelerate AI data center upgrades...
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