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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.
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.
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.
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.
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.
