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【Market View】 NVIDIA’s AI Rack Transition Accelerates; NVL72 Output Value to Exceed US$710 Billion in 2027, Says TrendForce
Published 2026-08-28T09:13:12Z (GMT+8)
NVIDIA's AI Rack Transition Accelerates; NVL72 Output Value to Exceed ...
【Market View】 SEMCO Leads 4Q26 OEM Price Hikes, Signaling Start of MLCC Industry Upcycle, Says TrendForce
Published 2026-08-27T06:49:00Z (GMT+8)
SEMCO Leads 4Q26 OEM Price Hikes, Signaling Start of MLCC Industry Upc...
【Market View】 Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; Micron Moves Up to Third Place, Says TrendForce
Published 2026-08-18T07:19:27Z (GMT+8)
Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; ...
【Market View】 Liquid Cooling Becomes Standard for High-End AI Infrastructure, with Penetration Expected to Reach 53% in 2026, Says TrendForce
Published 2026-08-16T19:59:00Z (GMT+8)
Liquid Cooling Becomes Standard for High-End AI Infrastructure, with P...
【Market View】 iPhone 18 Pro BOM Cost Expected to Surge Nearly 40%, Leaving Apple to Sacrifice Margins to Sustain Shipments, Says TrendForce
Published 2026-08-10T07:26:33Z (GMT+8)
iPhone 18 Pro BOM Cost Expected to Surge Nearly 40%, Leaving Apple to ...
【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...
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