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【Market View】 Aggressive Procurement of NVIDIA GB and Rubin Racks by North American CSPs Will Drive a 1.2x Surge in AI Inference Computing Power in 2026, Says TrendForce
Published 2026-05-19T19:37:00Z (GMT+8)
Aggressive Procurement of NVIDIA GB and Rubin Racks by North American ...
【Market View】 MLCC Prices Are Expected to Rebound Due to Rising Demand from High-End Applications and Increased Channel Stocking Activities for Consumer-Grade Components, Says TrendForce
Published 2026-05-17T17:00:00Z (GMT+8)
MLCC Prices Are Expected to Rebound Due to Rising Demand from High-End...
【Market View】 Mobile DRAM Contract Prices Continue Rising in 2Q26, Pressuring Smartphone Production, Says TrendForce
Published 2026-05-14T09:18:38Z (GMT+8)
Mobile DRAM Contract Prices Continue Rising in 2Q26, Pressuring Smartp...
【Market View】 Capacity Cuts and Surging Demand for AI Power ICs Set Stage for Mature-Node Foundry Price Increases, Says TrendForce
Published 2026-05-07T08:48:15Z (GMT+8)
Capacity Cuts and Surging Demand for AI Power ICs Set Stage for Mature...
【Market View】 North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
Published 2026-05-06T09:22:01Z (GMT+8)
North American AI Data Center Expansion Drives 2026 CapEx of Top Nine ...
【Market View】 AI Optical Interconnect Boom Drives U.S. Firms to Expand Southeast Asia Outsourcing, Opening the Door for Cross-Industry Entrants, Says TrendForce
Published 2026-05-05T07:52:08Z (GMT+8)
AI Optical Interconnect Boom Drives U.S. Firms to Expand Southeast Asi...
【Market View】 AI Competition Turns into a Supply Chain Arms Race, Tightening Advanced Packaging and 3nm Capacity, Says TrendForce
Published 2026-04-30T09:25:31Z (GMT+8)
AI Competition Turns into a Supply Chain Arms Race, Tightening Advance...
【Market View】 Strong AI Demand vs. Weak Consumer Segment Creates Pricing Divergence Among MLCC Suppliers, Says TrendForce
Published 2026-04-27T18:00:00Z (GMT+8)
Strong AI Demand vs. Weak Consumer Segment Creates Pricing Divergence ...
【Market View】 Extended Component Lead Times Weigh on General Server Growth; 2026 Server Shipments Forecast to Grow 13% YoY, Says TrendForce
Published 2026-04-14T18:51:00Z (GMT+8)
Extended Component Lead Times Weigh on General Server Growth; 2026 Ser...
【Market View】 Rubin Faces Delay Risks Amid Ongoing Supply Chain Adjustments; Blackwell to Account for Over 70% of NVIDIA’s High-End GPU Shipments in 2026, Says TrendForce
Published 2026-04-08T09:16:13Z (GMT+8)
Rubin Faces Delay Risks Amid Ongoing Supply Chain Adjustments; Blackwe...
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