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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>Sat, 31 Oct 2026 02:51:14 +0800</lastBuildDate>
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            <title>AI Inference Drives CPU and DDR5 Demand, with High-Capacitance MLCC Shortages Expected to Persist Through 1H27, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20261029-13284.html</link>
            <description><![CDATA[TrendForce&#039;s latest MLCC industry research shows that the rapid evolution of AI applications from model training to inference and AI agents is driving a new wave of CPU demand. Since each CPU requires accompanying power modules and DDR5 memory, the proliferation of these components is driving a substantial increase in high-capacitance MLCC requirements across CPU motherboards and memory modules. This is placing mounting pressure on the supply of standard high-capacitance MLCCs.]]></description>
            <pubDate>Thu, 29 Oct 2026 14:42:52 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20261029-13284.html</guid>
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            <title>Server CPU Shipments Projected to Grow Over 40% YoY in 2027, with Arm-Based Products Continuing to Gain Market Share, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20261022-13279.html</link>
            <description><![CDATA[TrendForce’s latest AI server industry research indicates that demand for server CPUs has grown steadily since the second half of 2025 as AI service providers actively introduce AI agent applications. Server CPU shipments are projected to increase 31% YoY in 2026.]]></description>
            <pubDate>Thu, 22 Oct 2026 14:28:30 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20261022-13279.html</guid>
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            <title>Optical Fiber Spot Prices Surge Severalfold in 2026, with Data Center-Driven Supply Shortages Expected to Persist Through 2028, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20261019-13275.html</link>
            <description><![CDATA[AI data centers, data center interconnects, and high-capacity backbone network deployments are driving rising demand for optical fiber. According to TrendForce’s latest telecommunications industry research, this is expected to lead to a global supply shortfall of 180 million fiber-kilometers in 2026.]]></description>
            <pubDate>Mon, 19 Oct 2026 16:14:38 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20261019-13275.html</guid>
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            <title>CSP CapEx Projected to Exceed US$1.5 Trillion in 2027, with AI Server Revenue Growing Over 90% YoY on Higher Shipments and Prices, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20261014-13269.html</link>
            <description><![CDATA[Hyperscale CSPs are ramping up investments in servers and AI infrastructure, according to TrendForce’s latest AI server industry research. Combined CapEx among the world’s nine leading CSPs is projected to surge 106% YoY to US$957 billion in 2026. In 2027, this figure is expected to surpass $1.5 trillion, representing a further 60% YoY increase. Both forecasts have been revised upward from previous estimates.]]></description>
            <pubDate>Wed, 14 Oct 2026 15:00:56 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20261014-13269.html</guid>
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            <title>Integrated Optical-Electrical Testing Platforms Become Key to CPO Mass Production, Reshaping the Test Equipment Supply Chain, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20261013-13267.html</link>
            <description><![CDATA[TrendForce’s latest research on AI interconnect technologies reveals that growing demand for high-speed transmission in AI data centers is accelerating the transition of co-packaged optics (CPO) toward mass production, making shorter test times and lower costs increasingly important. Furthermore, demand for integrated test equipment and software is rising as CPO requires coordinated electrical and optical measurements.]]></description>
            <pubDate>Tue, 13 Oct 2026 16:20:02 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20261013-13267.html</guid>
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            <title>Six Leading Suppliers Bet on VCSEL NPO; VCSEL Demand Projected to Reach 650 Million Units by 2031, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20261008-13260.html</link>
            <description><![CDATA[TrendForce’s latest report, “2027 Infrared Sensing and Optical Communication Market Trend”, shows that rapidly growing demand for data transmission in expanding data center networks is increasing interest in VCSEL-based near-packaged optics (NPO). This technology is favored for its low power usage, easier maintenance, and a mature supply chain. Major companies like Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are investing heavily in R&amp;D.]]></description>
            <pubDate>Thu, 08 Oct 2026 14:01:38 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20261008-13260.html</guid>
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            <title>AI Server Demand Sustains Memory Contract Price Increases in 4Q26, While Consumer-Side Pressure Persists, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260930-13258.html</link>
            <description><![CDATA[TrendForce’s latest memory industry research reveals that DRAM suppliers continue to prioritize advanced-process capacity for high-performance server products in 4Q26, keeping the overall market undersupplied. However, the pace of contract price increases is expected to moderate, with conventional DRAM prices projected to rise 10–15% QoQ.]]></description>
            <pubDate>Wed, 30 Sep 2026 15:52:15 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260930-13258.html</guid>
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            <title>HBM Supply Constraints Persist, 2027 Price Outlook Revised Upward with Blended ASP Forecast to Rise 121% YoY, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260929-13255.html</link>
            <description><![CDATA[TrendForce’s latest research reveals that continued expansion in AI server demand is keeping HBM and conventional DRAM in competition for limited advanced-process and wafer capacity. Meanwhile, yields and output for next-generation products will take time to ramp, keeping memory supply tight through 2027.]]></description>
            <pubDate>Tue, 29 Sep 2026 16:03:54 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260929-13255.html</guid>
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            <title>Japanese and Korean MLCC Makers Cut Consumer Supply to Focus on AI, Chinese Suppliers Enter Global Brand Qualification, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260924-13252.html</link>
            <description><![CDATA[According to TrendForce, the MLCC industry is experiencing a structural shift as AI demand continues to displace traditional markets. Leading Japanese and Korean suppliers are increasingly reducing their supply of consumer-oriented MLCCs and reallocating capacity to AI-related applications. This change is opening doors for Chinese suppliers, many of whom are now undergoing MLCC qualification with global brands such as Dell, HP, ASUS, and Acer.]]></description>
            <pubDate>Thu, 24 Sep 2026 10:48:07 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260924-13252.html</guid>
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            <title>DRAM Module Revenue Surges 59% YoY in 2025 as Crowding-Out Effect Constrains Chip Supply and Drives Prices Higher, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260922-13249.html</link>
            <description><![CDATA[According to TrendForce statistics, the global DRAM module market generated $21.2 billion in revenue in 2025, up a strong 59% YoY. Rising prices and concentrated shipments from DRAM module makers in the second half of the year helped drive growth. This marked a significant acceleration from the 7% growth recorded in 2024.]]></description>
            <pubDate>Tue, 22 Sep 2026 13:38:23 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260922-13249.html</guid>
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