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    <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>Wed, 16 Sep 2026 01:11:04 +0800</lastBuildDate>
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            <title>NOR Flash Price Trends Diverge in 2H26, with High-Capacity Products Poised for 90–110% Increases, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260914-13235.html</link>
            <description><![CDATA[TrendForce’s latest memory industry research indicates that the NOR Flash market is undergoing its most significant structural shift in supply and demand in nearly a decade. AI-related products are absorbing a substantial share of production capacity, leaving suppliers limited room to increase NOR Flash bit output even as demand for high-end applications continues to grow.]]></description>
            <pubDate>Mon, 14 Sep 2026 14:32:11 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260914-13235.html</guid>
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            <title>Top 10 Global Fabless IC Design Houses Post 73% YoY Revenue Growth in 2Q26; AMD Breaks into Top Three, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260911-13231.html</link>
            <description><![CDATA[According to TrendForce’s latest IC design industry research, expanding AI applications continued to drive demand for GPUs, CPUs, ASICs, and interconnect products. Consequently, combined revenue of the world’s top 10 fabless IC design companies surged 73% YoY to more than US$141.45 billion in 2Q26.]]></description>
            <pubDate>Fri, 11 Sep 2026 14:29:35 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260911-13231.html</guid>
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            <title>Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260909-13225.html</link>
            <description><![CDATA[TrendForce’s latest foundry industry research reveals that the combined revenue of the world’s top 10 foundries rose 11.5% QoQ to nearly US$53.49 billion in 2Q26, setting another record high. Growth was driven by continued supply constraints for advanced processes used in AI and HPC processors, alongside rising demand for peripheral AI chips such as PMICs and power discretes. Continued advance procurement across consumer supply chains, including TVs, PCs, and notebooks, also tightened capacity for some mature processes.]]></description>
            <pubDate>Wed, 09 Sep 2026 15:30:02 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260909-13225.html</guid>
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            <title>DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260907-13219.html</link>
            <description><![CDATA[TrendForce’s latest findings on the memory industry reveal that sharp rises in traditional DRAM contract prices have led to a 59.5% QoQ increase in total DRAM industry revenue, reaching nearly US$154.73 billion in 2Q26.]]></description>
            <pubDate>Mon, 07 Sep 2026 15:02:56 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260907-13219.html</guid>
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            <title>Higher Prices and Shipments Drive Top Five Enterprise SSD Vendors’ Revenue to Nearly US$37.59 Billion in 2Q26, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260901-13210.html</link>
            <description><![CDATA[NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits and refine their offerings, according to TrendForce’s recent memory industry report. Increased shipment volumes and higher contract prices are expected to propel the combined revenue of the top five enterprise SSD brands to double quarter-over-quarter, reaching $37.59 billion in 2Q26—a staggering 103.6% increase.]]></description>
            <pubDate>Tue, 01 Sep 2026 14:22:58 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260901-13210.html</guid>
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            <title>NVIDIA’s AI Rack Transition Accelerates; NVL72 Output Value to Exceed US$710 Billion in 2027, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260828-13204.html</link>
            <description><![CDATA[TrendForce’s recent AI server industry report reveals that GB300 rack-scale solutions are set to be NVIDIA’s leading driver of shipments in 2026, with demand anticipated to remain robust through the first half of 2027. Following that, the next-gen VR200 racks will increase production and account for the largest portion of shipments in 2027. Meanwhile, the newer Rubin Ultra platform (VR300) is expected to hold a relatively small share, as its HBM configuration and server architecture are still being finalized.]]></description>
            <pubDate>Fri, 28 Aug 2026 17:01:25 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260828-13204.html</guid>
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            <title>SEMCO Leads 4Q26 OEM Price Hikes, Signaling Start of MLCC Industry Upcycle, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260827-13202.html</link>
            <description><![CDATA[South Korean manufacturer SEMCO has taken the lead in raising 4Q26 prices for OEM and ODM customers, according to TrendForce’s latest MLCC industry research. This marks a departure from the company’s previous practice of limiting price adjustments to distributors and signals that the MLCC industry has officially entered an upcycle.]]></description>
            <pubDate>Thu, 27 Aug 2026 14:07:17 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260827-13202.html</guid>
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            <title>Memory Prices Soar; DRAM and NAND Flash to Account for 68% of Major CSP CapEx in 2027, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260825-13198.html</link>
            <description><![CDATA[According to TrendForce’s latest memory industry research, major global cloud service providers (CSPs) are accelerating AI infrastructure investment, with total CapEx projected to surge 98% YoY in 2026 and rise another 50% in 2027. The rapid increase will be driven in part by soaring memory contract prices and robust procurement demand. TrendForce estimates that DRAM and NAND Flash combined will account for 47% of CSPs’ total CapEx in 2026, with their share rising further to 68% in 2027.]]></description>
            <pubDate>Tue, 25 Aug 2026 19:05:11 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260825-13198.html</guid>
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            <title>Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; Micron Moves Up to Third Place, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260818-13186.html</link>
            <description><![CDATA[TrendForce’s latest NAND Flash industry research reveals that AI server demand remained steady in the second quarter of 2026—particularly for enterprise SSDs—resulting in a supply shortage across the NAND Flash market. This allowed suppliers to raise ASPs significantly through contract negotiations. As a result, the combined revenue of the top five publicly listed NAND Flash brands rose 77% QoQ to US$68.87 billion.]]></description>
            <pubDate>Tue, 18 Aug 2026 14:26:08 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260818-13186.html</guid>
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            <title>Liquid Cooling Becomes Standard for High-End AI Infrastructure, with Penetration Expected to Reach 53% in 2026, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260817-13183.html</link>
            <description><![CDATA[Liquid cooling penetration among AI chips is projected to rise to 53% in 2026 and approach 60% in 2027.
High-end chips from NVIDIA, AMD, and Google are driving the adoption of liquid cooling. NVIDIA’s rack-scale solution shipments are expected to double in 2026, while more than 80% of Google’s AI servers already use liquid cooling.]]></description>
            <pubDate>Mon, 17 Aug 2026 14:35:17 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260817-13183.html</guid>
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