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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, 01 Aug 2026 23:33:48 +0800</lastBuildDate>
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            <title>Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260730-13158.html</link>
            <description><![CDATA[TrendForce’s latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027. However, market dynamics are expected to diverge between DRAM and NAND Flash.]]></description>
            <pubDate>Thu, 30 Jul 2026 16:04:49 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260730-13158.html</guid>
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            <title>AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260728-13155.html</link>
            <description><![CDATA[According to TrendForce’s latest MLCC industry survey, robust AI demand drove June 2026 shipments from the top three Japanese and Korean suppliers—Murata, Samsung Electro-Mechanics (SEMCO), and Taiyo Yuden—to a five-year monthly high. Concurrently, a sustained spillover of consumer-grade MLCC orders is benefiting distribution channels and suppliers in Taiwan and mainland China, thereby driving up their quotes.]]></description>
            <pubDate>Tue, 28 Jul 2026 14:30:57 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260728-13155.html</guid>
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            <title>NVIDIA and Broadcom Begin Volume Ramp of CPO Switches, with Optical Engine Yield and Advanced Packaging Capacity Emerging as Key Expansion Bottlenecks, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260727-13151.html</link>
            <description><![CDATA[TrendForce&#039;s latest research on the optical communications industry reveals that NVIDIA has begun shipping its next-generation Spectrum-X CPO switch to select partners. Meanwhile, Broadcom is continuing limited shipments of its 51.2T Bailly CPO switch, marking the official transition of co-packaged optics (CPO) into the mass production phase.]]></description>
            <pubDate>Mon, 27 Jul 2026 15:01:37 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260727-13151.html</guid>
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            <title>NAND Flash Supply Growth to Outpace Demand in 2027, Easing Supply Constraints in 2H27, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260721-13148.html</link>
            <description><![CDATA[TrendForce’s monthly July NAND Flash update reveals that the NAND Flash market has remained undersupplied throughout 2026, driven by surging AI-related demand and limited capacity expansion.]]></description>
            <pubDate>Tue, 21 Jul 2026 15:09:47 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260721-13148.html</guid>
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            <title>Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in 2H26, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260713-13142.html</link>
            <description><![CDATA[TrendForce&#039;s recent memory pricing survey shows that more mature NAND process capacity is being shifted toward higher-value products like high-layer-count 3D NAND, leading to a significant shortage of MLC NAND supply. As a result, some industrial, automotive, and networking clients are considering switching to SLC NAND, further tightening the already limited market.]]></description>
            <pubDate>Mon, 13 Jul 2026 14:55:24 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260713-13142.html</guid>
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            <title>Long-Term Agreements Cap Price Increases; Server DRAM Contract Prices Expected to Rise 13-18% QoQ in 3Q26, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260709-13140.html</link>
            <description><![CDATA[TrendForce’s latest memory pricing survey indicates that multiple memory suppliers have already factored in expected price hikes into their prices for the second quarter of 2026. Additionally, several U.S.-based CSPs have entered into multi-year long-term agreements (LTAs), which restrict suppliers from raising prices for these clients.]]></description>
            <pubDate>Thu, 09 Jul 2026 13:52:53 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260709-13140.html</guid>
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            <title>AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to-Bill Ratios to Post-Pandemic Highs, Raising Shortage Risks in 2H26, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260706-13136.html</link>
            <description><![CDATA[TrendForce&#039;s latest MLCC industry research indicates that accelerating AI server platform upgrades and the continued volume growth of custom ASICs developed by CSPs have significantly boosted demand for high-end MLCCs.]]></description>
            <pubDate>Mon, 06 Jul 2026 14:29:00 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260706-13136.html</guid>
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            <title>AI Server Demand Continues to Support Memory Prices in 3Q26, but Gains Moderate as Consumer Demand Weakens and High Base Effects Take Hold, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260703-13134.html</link>
            <description><![CDATA[TrendForce’s latest memory pricing survey reveals that the DRAM market will remain extremely tight in the third quarter of 2026. However, weaker demand from consumer applications and the impact of a higher comparison base are expected to moderate contract price increases to 13–18% QoQ.]]></description>
            <pubDate>Fri, 03 Jul 2026 13:49:34 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260703-13134.html</guid>
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            <title>AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature-Node Price Increases in 2027, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260630-13127.html</link>
            <description><![CDATA[TrendForce’s latest research reveals that rising demand for AI servers, general-purpose servers, and edge AI devices is prompting foundries to dedicate an increasing share of wafer capacity to AI-related products. This shift has significantly altered the supply-and-demand balance for mature process nodes.]]></description>
            <pubDate>Tue, 30 Jun 2026 15:53:01 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260630-13127.html</guid>
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            <title>NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with Broader Adoption Expected in the Rubin Ultra Generation, Says TrendForce</title>
            <link>https://www.trendforce.com/presscenter/news/20260625-13121.html</link>
            <description><![CDATA[TrendForce&#039;s latest research on power architectures for AI servers highlights that NVIDIA has been developing its proprietary 800V HVDC Power Rack. The platform is expected to be ready for customer shipments in 3Q26 and will be offered as an optional configuration—rather than a standard feature—for customers deploying the Vera Rubin platform.]]></description>
            <pubDate>Thu, 25 Jun 2026 15:31:31 +0800</pubDate>
            <guid>https://www.trendforce.com/presscenter/news/20260625-13121.html</guid>
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