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【Market View】Memory Makers Prioritize Server Applications, Driving Across-the-Board Price Increases in 1Q26, Says TrendForce
Published Jan.05 2026,17:13 PM (GMT+8)
TrendForce’s latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity...
【Market View】Revises Down 2026 Global Notebook Shipments to a 5.4% YoY Decline; Apple and Lenovo Demonstrate Resilience on Supply-Chain and Scale Advantages, Says TrendForce
Published Dec.30 2025,17:35 PM (GMT+8)
TrendForce’s recent findings show that, amid a sluggish economic recovery and cautious consumer spending, surging memory prices...
【Market View】Higher DDR5 Profitability Intensifies Capacity Crowding, Strengthening HBM3e Pricing Momentum in 2026, Says TrendForce
Published Dec.18 2025,16:04 PM (GMT+8)
TrendForce’s latest research indicates that tight supply conditions in the memory market have recently driven a sharp rise in conventional DRAM prices...
【Market View】Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%, Says TrendForce
Published Dec.12 2025,16:13 PM (GMT+8)
Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%, Says TrendForce TrendForce’s latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals. Revenue was primarily driven by advanced processes at 7 nm and below, with support from high-v
【Market View】Memory Price Surge to Persist in 1Q26; Smartphone and Notebook Brands Begin Raising Prices and Downgrading Specs, Says TrendForce
Published Dec.11 2025,04:39 AM (GMT+8)
TrendForce’s latest investigations reveal that memory prices are projected to rise sharply again in the first quarter of 2026, exerting significant cost pressure...
【Market View】China’s CSPs and OEMs likely to Actively Procure H200, but Domestic AI Chip Development Continues to Accelerate, Says TrendForce
Published Dec.10 2025,17:42 PM (GMT+8)
The U.S. government’s approval for Nvidia to export the H200 to China has shifted market expectations...
【Market View】AI Data Centers Ignite a Laser Shortage Wave; Nvidia’s Strategic Lock-In Reshapes the Global Laser Supply Chain, Says TrendForce
Published Dec.08 2025,17:46 PM (GMT+8)
TrendForce’s recent research indicates that high-speed optical interconnects are now central to performance and scalability...
【Market View】Enterprise SSD Prices and Shipments Surge in 3Q25, Industry Revenue Climbs 28%, Says TrendForce
Published Dec.05 2025,14:42 PM (GMT+8)
The enterprise SSD market experienced robust growth in the third quarter of 2025. TrendForce’s latest reports reveal that AI demand continued to...
【Market View】Seasonal Demand and New Product Releases Drive 3Q25 Global Smartphone Production Up 9%, Says TrendForce
Published Dec.04 2025,15:56 PM (GMT+8)
TrendForce’s latest research indicates that the smartphone market entered its peak season in the second half of the year, with new product launches further boosting output...
【Market View】AI Infrastructure Continues to Strengthen NAND Flash Demand; Kioxia Posts Highest QoQ Growth of 33.1% in 3Q25, Says TrendForce
Published Dec.03 2025,16:34 PM (GMT+8)
TrendForce’s recent research indicates that the ongoing expansion of AI infrastructure by CSPs fueled strong demand for enterprise SSDs...
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