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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>Tue, 14 Apr 2026 19:57:04 +0800</lastBuildDate>
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            <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>
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            <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>
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            <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>
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            <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>
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            <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>
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            <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>
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            <title>NVIDIA Expands Product Portfolio to Address AI Training and Inference, Responding to an ASIC Push from CSPs, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260318-12976.html</link>
            <description><![CDATA[According to TrendForce’s latest findings on the AI servers, major CSPs are increasing investment in self-developed chips. In response, NVIDIA shifted the focus of GTC 2026 toward deploying AI inference applications across multiple industries, marking a departure from its previous emphasis on cloud-based AI training.]]></description>
            <pubDate>Wed, 18 Mar 2026 15:52:06 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260318-12976.html</guid>
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            <title>Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260313-12967.html</link>
            <description><![CDATA[The widespread adoption of AI inference workloads in 4Q25 significantly raised requirements for data storage systems, according to TrendForce’s latest findings on the enterprise SSD market. Meanwhile, enterprises accelerated upgrades to their general-purpose servers, while shortages in HDD supply pushed some demand toward SSD solutions. These factors together drove combined revenue for the world’s top five enterprise SSD vendors up 51.7% QoQ to more than US$9.9 billion.]]></description>
            <pubDate>Fri, 13 Mar 2026 15:45:24 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260313-12967.html</guid>
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            <title>AI Demand Drives 4Q25 Global Top 10 Foundries Revenue Up 2.6% QoQ; Samsung Gains Share and Tower Moves Up in Rankings, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260312-12965.html</link>
            <description><![CDATA[TrendForce’s latest research on the semiconductor foundry industry reveals that advanced-node demand remained strong in 4Q25, driven by the tight supply of AI server GPUs and Google TPUs. Furthermore, the launch of new smartphones boosted wafer orders for mobile application processors (APs), supporting solid shipment performance.]]></description>
            <pubDate>Thu, 12 Mar 2026 17:18:39 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260312-12965.html</guid>
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            <title>NVIDIA Compute Architecture Paves the Way for Scale-Up Optical Interconnects; CPO Penetration in AI Data Centers Expected to Rise Steadily, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260311-12962.html</link>
            <description><![CDATA[NVIDIA’s next-generation AI compute rack architecture indicates that future GPU designs will increasingly prioritize higher chip-to-chip interconnect density and faster data transmission, according to TrendForce’s latest research on the high-speed interconnect market. Intra-rack chip interconnects (scale-up) and large-scale interconnects across racks (scale-out) will become central considerations in data center design as AI clusters continue to scale.]]></description>
            <pubDate>Wed, 11 Mar 2026 15:50:55 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260311-12962.html</guid>
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