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North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market research from TrendForce. The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts. Consequently, TrendForce predicts that total global server shipments, including AI servers, will accelerate from 2025, with a 12.8% YoY growth in 2026.
TrendForce’s latest DRAM industry survey reveals that Micron intends to acquire PSMC’s Tongluo fab in Taiwan (excluding production equipment) for US$1.8 billion. The deal also includes a long-term partnership for future DRAM packaging services. This collaboration aims to enable Micron to increase its capacity for advanced-node DRAM while boosting PSMC’s supply of mature-node DRAM, potentially improving the global DRAM supply outlook by 2027.
Since the second half of 2025, the global handset market has experienced increased pressure from tightening memory supply and rapidly rising prices, according to TrendForce’s latest smartphone research. These cost increases have led to higher prices for end products and a decline in consumer demand.
TSMC and Samsung are cutting 8-inch wafer capacity, pushing global 8-inch capacity to a projected 2.4% year-over-year decline in 2026. AI-driven demand for power ICs is becoming the key pillar supporting 8-inch fab utilization throughout the year. Foundries are considering price hikes of 5-20%, though weak end-market visibility and cost pressure from rising memory and advanced-node prices may cap actual increases.
TrendForce’s latest“Lithium Battery Industry Chain Monthly Price Report”indicates that the average price of battery-grade lithium carbonate surged 17% MoM in December 2025 to CNY 103,000 per metric ton. Prices of key raw materials, including copper, aluminum, cobalt, and electrolytes, also increased, driving up EV cell prices for square LFP, square ternary, and pouch ternary cells by 2–4% compared to November.
