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According to TrendForce’s latest findings on the AI servers, major CSPs are increasing investment in self-developed chips. In response, NVIDIA shifted the focus of GTC 2026 toward deploying AI inference applications across multiple industries, marking a departure from its previous emphasis on cloud-based AI training.
TrendForce’s latest research on EV traction inverters reveals that strong growth in BEV sales in 4Q25 drove global traction inverter installations to around 9.65 million units, marking the highest level in nearly two years. The result reflects the continued shift toward vehicle electrification and the increasing adoption of electric drive systems per vehicle.
According to TrendForce’s latest research on the display panel industry, technological upgrades, rising production cost pressure, and the gradual ramp-up of new 8.6-gen fabs are reshaping the LCD manufacturing landscape.
The widespread adoption of AI inference workloads in 4Q25 significantly raised requirements for data storage systems, according to TrendForce’s latest findings on the enterprise SSD market. Meanwhile, enterprises accelerated upgrades to their general-purpose servers, while shortages in HDD supply pushed some demand toward SSD solutions. These factors together drove combined revenue for the world’s top five enterprise SSD vendors up 51.7% QoQ to more than US$9.9 billion.
TrendForce’s latest research on the semiconductor foundry industry reveals that advanced-node demand remained strong in 4Q25, driven by the tight supply of AI server GPUs and Google TPUs. Furthermore, the launch of new smartphones boosted wafer orders for mobile application processors (APs), supporting solid shipment performance.
