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【Market View】Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030, Says TrendForce
Published Jun.15 2026,17:10 PM (GMT+8)
TrendForce’s recent research on silicon photonics (SiPh) shows that the rapid growth of AI training and inference workloads is pushing AI data centers toward increased power use, higher rack densities, and larger clusters...
【Market View】Strong AI Demand and Early Consumer Electronics Inventory Build Drive Top 10 Foundries to 3.7% QoQ Revenue Growth in 1Q26, Says TrendForce
Published Jun.12 2026,16:31 PM (GMT+8)
TrendForce's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1Q26...
【Market View】AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterprise SSD Brands Post Record US$18.46 Billion Revenue in 1Q26, Says TrendForce
Published Jun.11 2026,14:35 PM (GMT+8)
TrendForce’s latest analysis of the enterprise SSD market reveals that rapid adoption of AI Agent services and strong procurement demand from CSPs...
【Market View】NVIDIA Cuts Vera CPU Memory Configuration, Highlighting Persistent LPDRAM Supply Constraints and Rising Long-Term Demand, Says TrendForce
Published Jun.10 2026,04:06 AM (GMT+8)
NVIDIA has decided to halve the SOCAMM memory capacity of its next-generation Vera Rubin Superchip modules, according to TrendForce’s latest findings...
【Market View】Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressures Expected to Drive a Sharper Decline in 2Q26, Says TrendForce
Published Jun.09 2026,14:42 PM (GMT+8)
TrendForce’s latest figures reveal that global smartphone production reached around 284 million units in the first quarter of 2026...
【Market View】Tight DRAM Supply Gives Suppliers Greater Pricing Power in HBM, with HBM Contract Prices Expected to Surge Multiples Higher in 2027, Says TrendForce
Published Jun.02 2026,03:23 AM (GMT+8)
Sharp increases in conventional DRAM prices since the second half of 2025 have reflected an increasingly tight supply-demand environment...
【Market View】Rapid Contract Price Surge Drives 1Q26 DRAM Industry Up 81% QoQ, Says TrendForce
Published Jun.01 2026,16:30 PM (GMT+8)
TrendForce’s latest survey reveals that the memory industry experienced a significant boost in 1Q26 due to rapidly rising contract prices for...
【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...
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