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【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...
【Market View】 Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices Expected to Continue Rising in 3Q26
Published 2026-06-22T06:27:35Z (GMT+8)
Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices E...
【Market View】 CSP In-House ASIC Boom Drives MLCC Specification Concentration; Structural Shortages of High-End Specialty MLCCs May Emerge in 2H26, Says TrendForce
Published 2026-06-16T17:00:00Z (GMT+8)
CSP In-House ASIC Boom Drives MLCC Specification Concentration; Struct...
【Market View】 Contract Prices Surged More Than 100% in 1H26; Structural Shortages to Keep NOR Flash and SLC NAND Prices Rising in 2H26, Says TrendForce
Published 2026-06-16T07:00:44Z (GMT+8)
Contract Prices Surged More Than 100% in 1H26; Structural Shortages to...
【Market View】 Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030, Says TrendForce
Published 2026-06-15T09:10:08Z (GMT+8)
Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO...
【Market View】 Strong AI Demand and Early Consumer Electronics Inventory Build Drive Top 10 Foundries to 3.7% QoQ Revenue Growth in 1Q26, Says TrendForce
Published 2026-06-12T08:31:36Z (GMT+8)
Strong AI Demand and Early Consumer Electronics Inventory Build Drive ...
【Market View】 AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterprise SSD Brands Post Record US$18.46 Billion Revenue in 1Q26, Says TrendForce
Published 2026-06-11T06:35:13Z (GMT+8)
AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterpri...
【Market View】 NVIDIA Cuts Vera CPU Memory Configuration, Highlighting Persistent LPDRAM Supply Constraints and Rising Long-Term Demand, Says TrendForce
Published 2026-06-09T20:06:00Z (GMT+8)
NVIDIA Cuts Vera CPU Memory Configuration, Highlighting Persistent LPD...
【Market View】 Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressures Expected to Drive a Sharper Decline in 2Q26, Says TrendForce
Published 2026-06-09T06:42:09Z (GMT+8)
Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressu...
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