<?xml version="1.0" encoding="UTF-8" ?><rss version="2.0">
  <channel>
    <title>Global Market Intelligence &amp; Consulting | TrendForce</title>
    <link>https://www.trendforce.com</link>
    <description>TrendForce offers hi-tech industry research reports, including market bulletins, industry analysis and price trends, helping businesses tackle global challenges</description>
    <language>en-us</language>
    <lastBuildDate>Sun, 03 May 2026 14:12:05 +0800</lastBuildDate>
            <item>
            <title>AI Competition Turns into a Supply Chain Arms Race, Tightening Advanced Packaging and 3nm Capacity, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260430-13028.html</link>
            <description><![CDATA[TrendForce’s latest foundry industry findings point out that AI demand has surged rapidly since 2023, leading to capacity bottlenecks in 3 nm–2 nm wafers and 2.5D/3D advanced packaging. The shortage of CoWoS has persisted, extending upstream to production equipment and downstream to substrates, packaging materials, and other critical components.]]></description>
            <pubDate>Thu, 30 Apr 2026 13:56:42 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260430-13028.html</guid>
        </item>
            <item>
            <title>Strong AI Demand vs. Weak Consumer Segment Creates Pricing Divergence Among MLCC Suppliers, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260428-13023.html</link>
            <description><![CDATA[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. The U.S.–Iran conflict has pushed up oil and natural gas prices, driving higher energy and transportation costs. Consumer price indexes (CPI) across major economies rose in March, with inflation expected to intensify and weigh on end-market demand and corporate capital spending.]]></description>
            <pubDate>Tue, 28 Apr 2026 14:15:09 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260428-13023.html</guid>
        </item>
            <item>
            <title>Global AI Optical Transceiver Market to Reach US$26 Billion in 2026; Component Shortages Identified as Primary Capacity Expansion Bottleneck, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260420-13017.html</link>
            <description><![CDATA[TrendForce’s latest research indicates that the global market for AI-focused optical transceivers has entered a phase of rapid growth, with market size projected to expand from US$16.5 billion in 2025 to $26 billion in 2026, representing over 57% YoY growth. This surge is driven not only by specification upgrades but also reflects a broader structural reshaping of the optical communications supply chain amid accelerating AI data center deployment.]]></description>
            <pubDate>Mon, 20 Apr 2026 15:23:07 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260420-13017.html</guid>
        </item>
            <item>
            <title>Extended Component Lead Times Weigh on General Server Growth; 2026 Server Shipments Forecast to Grow 13% YoY, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260415-13013.html</link>
            <description><![CDATA[Although AI demand will continue to drive both general-purpose servers and AI servers in 2026, suppliers are prioritizing capacity allocation to higher-market AI server products, according to TrendForce’s latest server industry findings.]]></description>
            <pubDate>Wed, 15 Apr 2026 13:17:54 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260415-13013.html</guid>
        </item>
            <item>
            <title>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</title>
            <link>https://www.trendforce.com/presscenter/news/20260408-13003.html</link>
            <description><![CDATA[According to TrendForce’s latest findings on AI servers, NVIDIA’s high-end AI chip shipment mix is expected to change in 2026. The combined share of Hopper and Rubin series in overall high-end GPU shipments is anticipated to decrease due to geopolitical issues and ongoing supply chain changes. Meanwhile, the Blackwell series is projected to grow markedly from 61% to 71%, solidifying its leading position in the market.]]></description>
            <pubDate>Wed, 08 Apr 2026 17:00:54 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260408-13003.html</guid>
        </item>
            <item>
            <title>Limited Capacity and Order Shifts Drive March Consumer DRAM Price Surge, Led by Sub-4Gb Products, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260407-13001.html</link>
            <description><![CDATA[Major suppliers are continuing to phase out production of mature products below DDR4, according to TrendForce’s latest research on the memory industry. As supply tightens structurally, DRAM prices have already posted significant cumulative increases in recent months.]]></description>
            <pubDate>Tue, 07 Apr 2026 17:01:56 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260407-13001.html</guid>
        </item>
            <item>
            <title>AI Compute Demand Drives 44% YoY Growth for Top 10 Global Fabless IC Firms in 2025, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260401-12996.html</link>
            <description><![CDATA[Continued investment in AI infrastructure by major CSPs, including purchases of GPUs and deployment of in-house ASICs, has driven strong growth among AI-related chip designers, according to TrendForce’s latest findings.]]></description>
            <pubDate>Wed, 01 Apr 2026 16:18:56 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260401-12996.html</guid>
        </item>
            <item>
            <title>AI Server Demand to Drive Memory Contract Price Increases in 2Q26 as CSPs Secure Supply via Long-Term Agreements</title>
            <link>https://www.trendforce.com/presscenter/news/20260331-12995.html</link>
            <description><![CDATA[Conventional DRAM contract prices expected to rise 58–63% QoQ in 2Q26; NAND Flash contract prices up 70–75% QoQ.
DRAM suppliers keep reallocating capacity toward server-related applications. Despite downside risks in certain end-market. demand, overall supply remains tight, and prices continue to trend upward.
NAND capacity is increasingly allocated to enterprise SSDs, while consumer applications scale back amid cost pressures.]]></description>
            <pubDate>Tue, 31 Mar 2026 17:56:48 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260331-12995.html</guid>
        </item>
            <item>
            <title>Tight Supply of Low-Capacity NAND Flash and AI Upgrades to Drive 4.8% Growth in Average Smartphone Storage Capacity in 2026, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260323-12983.html</link>
            <description><![CDATA[Although global smartphone brands will encounter higher NAND Flash prices in 2026, the average storage capacity for smartphones is projected to grow by 4.8% YoY, according to TrendForce’s recent findings on the memory sector. This growth is fueled by the discontinuation of low-capacity models as NAND producers upgrade their processes, along with increased AI-related demand in flagship smartphones from leading brands.]]></description>
            <pubDate>Mon, 23 Mar 2026 13:57:48 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260323-12983.html</guid>
        </item>
            <item>
            <title>Strong AI Momentum to Drive 24.8% Growth in Foundry Revenue in 2026; Selective Price Increases Emerging, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260319-12979.html</link>
            <description><![CDATA[TrendForce’s latest research on the foundry industry reveals that continued investment in the AI arms race by North American CSPs and AI startups will keep demand for AI processors and supporting ICs strong in 2026. Global foundry revenue is projected to grow 24.8% YoY to approximately US$218.8 billion, with TSMC expected to post the largest increase of around 32% YoY.]]></description>
            <pubDate>Thu, 19 Mar 2026 15:07:17 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260319-12979.html</guid>
        </item>
      </channel>
</rss>