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TrendForce’s latest analysis of the enterprise SSD market reveals that rapid adoption of AI Agent services and strong procurement demand from CSPs drove enterprise SSD revenue to another record high in 1Q26. Industry revenue surged 86.1% QoQ, surpassing US$18.46 billion.
NVIDIA has decided to halve the SOCAMM memory capacity of its next-generation Vera Rubin Superchip modules, according to TrendForce’s latest findings. This adjustment does not reflect a reduction in NVIDIA’s overall memory demand. Rather, it is a response to insufficient LPDRAM capacity allocated to NVIDIA under its suppliers’ preliminary 2027 production plans.
TrendForce’s latest research reveals that the current AI notebook market is primarily driven by Intel, AMD, Apple, and Qualcomm. However, as it stands, the industry still lacks products capable of fully demonstrating the value of on-device AI computing at scale and creating compelling upgrade incentives for consumers.
The rapid expansion of AI data centers and the intensifying race for AI computing power are accelerating the transition toward transmission speeds above 1.6 Tbps, according to TrendForce’s latest research. Major players such as NVIDIA, Google, and Meta are securing a stable supply by strategically locking in production capacity from electro-absorption modulated laser (EML) and continuous-wave distributed feedback laser diode (CW-DFB LD) suppliers.
Sharp increases in conventional DRAM prices since the second half of 2025 have reflected an increasingly tight supply-demand environment. However, the annual pricing mechanism adopted by the three major suppliers for HBM has prevented contract prices from fully reflecting quarterly market price increases in a timely manner, according to TrendForce’s latest research.
