TrendForce’s latest foundry industry research reveals that the combined revenue of the world’s top 10 foundries rose 11.5% QoQ to nearly US$53.49 billion in 2Q26, setting another record high. Growth was driven by continued supply constraints for advanced processes used in AI and HPC processors, alongside rising demand for peripheral AI chips such as PMICs and power discretes. Continued advance procurement across consumer supply chains, including TVs, PCs, and notebooks, also tightened capacity for some mature processes.
TrendForce’s latest findings on the memory industry reveal that sharp rises in traditional DRAM contract prices have led to a 59.5% QoQ increase in total DRAM industry revenue, reaching nearly US$154.73 billion in 2Q26.
NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits and refine their offerings, according to TrendForce’s recent memory industry report. Increased shipment volumes and higher contract prices are expected to propel the combined revenue of the top five enterprise SSD brands to double quarter-over-quarter, reaching $37.59 billion in 2Q26—a staggering 103.6% increase.
TrendForce’s recent AI server industry report reveals that GB300 rack-scale solutions are set to be NVIDIA’s leading driver of shipments in 2026, with demand anticipated to remain robust through the first half of 2027. Following that, the next-gen VR200 racks will increase production and account for the largest portion of shipments in 2027. Meanwhile, the newer Rubin Ultra platform (VR300) is expected to hold a relatively small share, as its HBM configuration and server architecture are still being finalized.
South Korean manufacturer SEMCO has taken the lead in raising 4Q26 prices for OEM and ODM customers, according to TrendForce’s latest MLCC industry research. This marks a departure from the company’s previous practice of limiting price adjustments to distributors and signals that the MLCC industry has officially entered an upcycle.
