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【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...
【Market View】Global Smartphone Production Reaches 1.25 Billion Units in 2025, with Apple and Samsung Tied for Top Spot, Says TrendForce
Published Mar.09 2026,23:23 PM (GMT+8)
Global smartphone production reached 337 million units in 4Q25, rising 2.7% QoQ, and was supported by strong shipments of...
【Market View】AI Server Storage Demand Surges; Top Five NAND Flash Suppliers Post 23.8% QoQ Revenue Growth in 4Q25, Says TrendForce
Published Mar.03 2026,04:00 AM (GMT+8)
The global NAND Flash industry continued to benefit from AI infrastructure build-outs in 4Q25, according to TrendForce’s latest research...
【Market View】Price Rally Drives 4Q25 DRAM Revenue Up 29.4%; Samsung Regains No. 1 Market Share, Says TrendForce
Published Feb.26 2026,02:28 AM (GMT+8)
TrendForce’s latest findings reveal that the expansion of AI applications from LLM training to inference has prompted CSPs to broaden data center...
【Market View】Combined CapEx of Top Eight CSPs to Exceed $710 Billion in 2026; Google Leads ASIC Deployment with TPUs, Says TrendForce
Published Feb.25 2026,17:24 PM (GMT+8)
Global CSPs are accelerating investment in AI servers and infrastructure to support expanding AI deployment and upgrades...
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