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TrendForce’s latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through 2026. This momentum will fuel stronger pull-ins for GPUs and ASICs, alongside the rapid expansion of AI inference applications. As a result, global AI server shipments are forecast to grow by more than 20% in 2026, with AI servers accounting for an increased 17% share of overall server shipments.
TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data center expansion among global CSPs. This momentum is lifting overall DRAM pricing. Although final contract pricing for the quarter is still being negotiated, suppliers are showing a greater willingness to raise quotes as CSPs increase order volumes.
TrendForce’s latest MLCC investigation reveals growing macroeconomic headwinds. The U.S. ADP September Employment Report recorded its largest decline in two and a half years, while the Federal Reserve was left without key data for policy decisions due to the government shutdown.
TrendForce’s latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed U.S. semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI. These conditions have prevented the expected decline in capacity utilization.
TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options. Due to a notable supply shortage in the HDD market, NAND Flash vendors are fast-tracking their technological advancements and increasing production of ultra-high-capacity nearline SSDs, including 122TB and 245TB models, which helps mitigate previous concerns about long-term demand.
