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【Market View】 CSP CapEx Expected to Exceed US$600 Billion in 2026, Ushering in a New Growth Cycle for the AI Hardware Ecosystem, Says TrendForce
Published 2025-11-06T09:19:11Z (GMT+8)
CSP CapEx Expected to Exceed US$600 Billion in 2026, Ushering in a New...
【Market View】 Strong Demand from CSPs and Sovereign Cloud to Drive Over 20% Growth in AI Server Shipments by 2026, Says TrendForce
Published 2025-10-30T07:11:08Z (GMT+8)
Strong Demand from CSPs and Sovereign Cloud to Drive Over 20% Growth i...
【Market View】 Tight DRAM Supply to Boost DDR5 Contract Prices—Profitability in 2026 Expected to Surpass HBM3e, Says TrendForce
Published 2025-10-29T08:55:43Z (GMT+8)
Tight DRAM Supply to Boost DDR5 Contract Prices—Profitability in 2026 ...
【Market View】 4Q25 holiday Demand May Weaken as Polarization of MLCC Supply Intensifies, Says TrendForce
Published 2025-10-21T06:18:00Z (GMT+8)
4Q25 holiday Demand May Weaken as Polarization of MLCC Supply Intensif...
【Market View】 2H25 Foundry Utilization Exceeds Expectations, Some Players Are Prepared for Price Hikes, Says TrendForce
Published 2025-10-15T09:46:25Z (GMT+8)
2H25 Foundry Utilization Exceeds Expectations, Some Players Are Prepar...
【Market View】 AI Storage Demand Accelerates HDD Replacement as NAND Flash Suppliers Shift Toward High-Capacity Nearline SSDs, Says TrendForce
Published 2025-10-14T07:03:50Z (GMT+8)
AI Storage Demand Accelerates HDD Replacement as NAND Flash Suppliers ...
【Market View】 CSP CapEx to Soar Past US$520 Billion in 2026, Driven by GPU Procurement and ASIC Development, Says TrendForce
Published 2025-10-13T08:59:23Z (GMT+8)
CSP CapEx to Soar Past US$520 Billion in 2026, Driven by GPU Procureme...
【Market View】 Tight Upstream Supply and Restocking Drive 2024 DRAM Module Revenue Growth of 7%, Says TrendForce
Published 2025-09-30T08:47:21Z (GMT+8)
Tight Upstream Supply and Restocking Drive 2024 DRAM Module Revenue Gr...
【Market View】 NAND Flash Prices to Rise 5–10% in 4Q25, Driven by Spillover Demand for QLC Products, Says TrendForce
Published 2025-09-25T06:48:45Z (GMT+8)
NAND Flash Prices to Rise 5–10% in 4Q25, Driven by Spillover Demand fo...
【Market View】 DRAM Prices to Continue Rising in 4Q25, Server Demand Surges Ahead While Legacy Process Products See Steeper Increases, Says TrendForce
Published 2025-09-24T07:14:10Z (GMT+8)
DRAM Prices to Continue Rising in 4Q25, Server Demand Surges Ahead Whi...
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