- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
Trendforce’s latest investigations reveal that the global macroeconomic outlook for 2026 remains weak, with geopolitical tensions and ongoing inflation continuing to dampen consumer demand. Notably, the memory industry has begun a robust upward pricing cycle, increasing overall system costs. This forces downstream brands to hike retail prices, which adds pressure on the consumer market.
TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026. This limited investment growth is unlikely to significantly affect bit output. Instead, the emphasis is shifting from capacity expansion to advancements such as process technology upgrades, higher-layer stacking, hybrid bonding, and high-value products such as HBM.
TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilization of supply and demand and a price rebound in 2024. However, retail SSD sales face challenges due to ongoing weak consumer electronics demand and notebook SSD attach rates reaching 100%. This has led to reduced shipments from SSD module makers. Channel SSD shipments for 2024 are projected at 101 million units, reflecting a 14% YoY decrease.
As major North American CSPs release their latest earnings and investment outlooks, TrendForce has increased its 2025 CapEx forecast for the top eight CSPs worldwide from 61% YoY growth to 65%. For 2026, CSPs are anticipated to continue investing aggressively, with total CapEx expected to exceed US$600 billion, marking a 40% YoY increase. This trend highlights the strong long-term growth potential of AI infrastructure.
TrendForce hosted the AI-Driven Innovation: The Convergence of Vision, Power, and Intelligence seminar in Seoul on November 5. The leading technology industry analysis firm shared insights into how AI is driving advances spanning near-eye displays and autonomous robotics to HBM memory, advanced MLCCs, and AI-optimized semiconductor manufacturing. Key highlights from the seminar include:
