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【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...
【Market View】HBM4 Validation Expected in 2Q26; Three Major Suppliers Poised to Shape NVIDIA Supply Landscape, Says TrendForce
Published Feb.13 2026,16:16 PM (GMT+8)
TrendForce’s latest analysis of the HBM industry reveals that as the ongoing expansion of AI infrastructure continues to fuel GPU demand．．．
【Market View】Memory Price Surge Intensifies Retail Pricing Pressure, Putting Global Smartphone Production at Risk of a Sharp Decline in 2026, says TrendForce
Published Feb.11 2026,03:18 AM (GMT+8)
TrendForce’s latest smartphone industry research predicts that soaring memory prices are set to weigh heavily on global smartphone production...
【Market View】Google’s High-Speed Interconnect Architecture to Push 800G+ Optical Transceiver Share Past 60% by 2026, Says TrendForce
Published Feb.10 2026,17:20 PM (GMT+8)
Google’s next-generation TPU, Ironwood, integrates a 3D Torus network topology with the Apollo optical circuit switch (OCS) all-optical...
【Market View】AI-Fueled Supercycle Propels Memory Market Revenue to More Than Twice That of Foundry Industry, Says TrendForce
Published Feb.09 2026,14:53 PM (GMT+8)
The current AI surge is anticipated to boost both the memory and wafer foundry sectors to record-breaking revenues by 2026, based on...
【Market View】MLCC Market Polarizes in 1Q26 as Embodied AI Ignites High-End Demand While Consumer Electronics Slump Under Cost Pressures, Says TrendForce
Published Feb.05 2026,02:00 AM (GMT+8)
According to TrendForce's latest findings, the global MLCC industry will show a more polarized landscape in 1Q26 due to ongoing political and economic turbulence...
【Market View】Memory Price Outlook for 1Q26 Sharply Upgraded; QoQ Increases of All Product Categories to Hit Record Highs, Says TrendForce
Published Feb.02 2026,17:35 PM (GMT+8)
TrendForce’s latest memory industry survey indicates that persistent AI and data center demands in 1Q26 are further worsening the global memory...
【Market View】Dual Pressure from Rising CPU and Memory Prices to Drive Global Notebook Shipments Down 14.8% QoQ in 1Q26, Says TrendForce
Published Jan.26 2026,17:28 PM (GMT+8)
TrendForce’s latest survey of the notebook industry reveals that global notebook brands have been grappling with sharp increases in memory prices since 2H25...
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