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【Market View】4Q25 holiday Demand May Weaken as Polarization of MLCC Supply Intensifies, Says TrendForce
Published Oct.21 2025,14:18 PM (GMT+8)
TrendForce’s latest MLCC investigation reveals growing macroeconomic headwinds. The U.S. ADP September Employment Report recorded its largest decline in two and a half years...
【Market View】2H25 Foundry Utilization Exceeds Expectations, Some Players Are Prepared for Price Hikes, Says TrendForce
Published Oct.15 2025,17:46 PM (GMT+8)
TrendForce’s latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated...
【Market View】AI Storage Demand Accelerates HDD Replacement as NAND Flash Suppliers Shift Toward High-Capacity Nearline SSDs, Says TrendForce
Published Oct.14 2025,15:03 PM (GMT+8)
TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing...
【Market View】CSP CapEx to Soar Past US$520 Billion in 2026, Driven by GPU Procurement and ASIC Development, Says TrendForce
Published Oct.13 2025,16:59 PM (GMT+8)
TrendForce’s latest investigations reveal that the rapid expansion of AI server demand is propelling global cloud service providers (CSPs)...
【Market View】Tight Upstream Supply and Restocking Drive 2024 DRAM Module Revenue Growth of 7%, Says TrendForce
Published Sep.30 2025,16:47 PM (GMT+8)
TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023...
【Market View】NAND Flash Prices to Rise 5–10% in 4Q25, Driven by Spillover Demand for QLC Products, Says TrendForce
Published Sep.25 2025,14:48 PM (GMT+8)
TrendForce’s latest investigations have revealed that with consumer demand was concentrated in the first half of the year, leading to...
【Market View】DRAM Prices to Continue Rising in 4Q25, Server Demand Surges Ahead While Legacy Process Products See Steeper Increases, Says TrendForce
Published Sep.24 2025,15:14 PM (GMT+8)
TrendForce’s latest investigations reveal that the three major DRAM suppliers continue to allocate advanced process capacity primarily to high-end server DRAM and HBM...
【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...
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