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【Market View】 DRAM Supply to Remain Tight in 2027, Prompting NVIDIA to Lower HBM Configurations for Rubin Ultra, Says TrendForce
Published 2026-08-04T09:26:58Z (GMT+8)
DRAM Supply to Remain Tight in 2027, Prompting NVIDIA to Lower HBM Con...
【Market View】 AI Server Shipments Forecast Raised to Nearly 31% YoY in 2026 as 90% Surge in CSP CapEx Fuels Infrastructure Expansion, Says TrendForce
Published 2026-08-03T09:00:12Z (GMT+8)
AI Server Shipments Forecast Raised to Nearly 31% YoY in 2026 as 90% S...
【Market View】 Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce
Published 2026-07-30T08:38:34Z (GMT+8)
Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight W...
【Market View】 AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge, Says TrendForce
Published 2026-07-28T06:45:00Z (GMT+8)
AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly ...
【Market View】 Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in 2H26, Says TrendForce
Published 2026-07-13T07:16:58Z (GMT+8)
Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in...
【Market View】 Long-Term Agreements Cap Price Increases; Server DRAM Contract Prices Expected to Rise 13-18% QoQ in 3Q26, Says TrendForce
Published 2026-07-09T06:02:28Z (GMT+8)
Long-Term Agreements Cap Price Increases; Server DRAM Contract Prices ...
【Market View】 AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to-Bill Ratios to Post-Pandemic Highs, Raising Shortage Risks in 2H26, Says TrendForce
Published 2026-07-06T17:00:00Z (GMT+8)
AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to...
【Market View】 AI Server Demand Continues to Support Memory Prices in 3Q26, but Gains Moderate as Consumer Demand Weakens and High Base Effects Take Hold, Says TrendForce
Published 2026-07-03T06:12:34Z (GMT+8)
AI Server Demand Continues to Support Memory Prices in 3Q26, but Gains...
【Market View】 AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature-Node Price Increases in 2027, Says TrendForce
Published 2026-06-30T08:33:56Z (GMT+8)
AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature...
【Market View】 NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with Broader Adoption Expected in the Rubin Ultra Generation, Says TrendForce
Published 2026-06-25T08:08:08Z (GMT+8)
NVIDIA's 800V Power Rack to Debut as an Optional Configuration for Ver...
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