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The current AI surge is anticipated to boost both the memory and wafer foundry sectors to record-breaking revenues by 2026, based on TrendForce’s recent data. Limited supply and rapidly increasing prices are likely to grow the memory market's total worth to $551.6 billion. Meanwhile, the global foundry market is also expected to reach a new peak of $218.7 billion, but the memory industry's scale will have more than doubled that of wafer foundries.
According to TrendForce's latest findings, the global MLCC industry will show a more polarized landscape in 1Q26 due to ongoing political and economic turbulence. While the U.S. tariffs and escalating geopolitical risks continue to increase supply chain uncertainty, the market for high-end MLCCs is sharply rebounding, driven by the commercialization of embodied AI applications. In contrast, the mid- to low-end MLCC segments are struggling due to seasonal downturns and rising raw material costs, which dampen demand for traditional consumer electronics and increase operational challenges for manufacturers.
1Q26 conventional DRAM contract prices raised to +90–95% QoQ; NAND Flash to +55–60% QoQ. CSPs, server OEMs, and PC OEMs broadly face DRAM supply gaps; PC DRAM prices are expected to at least double QoQ in 1Q26. Strong North American CSP demand lifts enterprise SSD orders; prices projected to rise 53–58% QoQ in 1Q26.
TrendForce’s recent research on the near-eye display industry indicates that the growing convergence of AI and wearable devices has resulted in stronger-than-anticipated market response for Meta Ray-Ban Display Glasses. In the last six months, Meta has significantly increased orders for several key components. Driven by this strong backing from leading brands, TrendForce forecasts global AR glasses shipments will reach 950,000 units by 2026, a 53% YoY increase.
Global TV shipments in 2026 are projected at 194.81 million units, down 0.6% YoY Concurrent price hikes in memory, display panels, and precious metals are pushing up TV production costs, making retail price increases for new models increasingly likely Memory’s share of TV BOM cost is expected to rise from 2.5–3% to 6–7% amid the current price surge
