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【Market View】Capacity Cuts and Surging Demand for AI Power ICs Set Stage for Mature-Node Foundry Price Increases, Says TrendForce
Published May.07 2026,16:48 PM (GMT+8)
The global mature-node supply–demand landscape is undergoing a structural shift...
【Market View】North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
Published May.06 2026,17:22 PM (GMT+8)
TrendForce’s latest findings on the AI industry highlight that several major North American CSPs have recently raised their 2026...
【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 May.05 2026,15:52 PM (GMT+8)
Global shipment volume of optical transceivers is projected to more than triple from 26.5 million units in 2023 to over 92 million units by 2026...
【Market View】AI Competition Turns into a Supply Chain Arms Race, Tightening Advanced Packaging and 3nm Capacity, Says TrendForce
Published Apr.30 2026,17:25 PM (GMT+8)
TrendForce’s latest foundry industry findings point out that AI demand has surged rapidly since 2023...
【Market View】Strong AI Demand vs. Weak Consumer Segment Creates Pricing Divergence Among MLCC Suppliers, Says TrendForce
Published Apr.28 2026,02:00 AM (GMT+8)
TrendForce’s latest research shows that the MLCC market in 2Q26 is showing a clear split between robust AI-driven demand and soft consumer demand...
【Market View】Extended Component Lead Times Weigh on General Server Growth; 2026 Server Shipments Forecast to Grow 13% YoY, Says TrendForce
Published Apr.15 2026,02:51 AM (GMT+8)
Although AI demand will continue to drive both general-purpose servers and AI servers in 2026...
【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 Apr.08 2026,17:16 PM (GMT+8)
According to TrendForce’s latest findings on AI servers, NVIDIA’s high-end AI chip shipment mix is expected to change in 2026...
【Market View】Limited Capacity and Order Shifts Drive March Consumer DRAM Price Surge, Led by Sub-4Gb Products, Says TrendForce
Published Apr.07 2026,17:28 PM (GMT+8)
Major suppliers are continuing to phase out production of mature products below DDR4, according to TrendForce’s latest research on the memory industry...
【Market View】AI Compute Demand Drives 44% YoY Growth for Top 10 Global Fabless IC Firms in 2025, Says TrendForce
Published Apr.01 2026,16:36 PM (GMT+8)
Continued investment in AI infrastructure by major CSPs, including purchases of GPUs and deployment of in-house ASICs, has driven...
【Market View】AI Server Demand to Drive Memory Contract Price Increases in 2Q26 as CSPs Secure Supply via Long-Term Agreements
Published Mar.31 2026,18:15 PM (GMT+8)
TrendForce’s latest memory pricing survey reveals that DRAM suppliers are reallocating capacity toward HBM and server applications in 2Q26...
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