TrendForce's latest MLCC industry research shows that the rapid evolution of AI applications from model training to inference and AI agents is driving a new wave of CPU demand. Since each CPU requires accompanying power modules and DDR5 memory, the proliferation of these components is driving a substantial increase in high-capacitance MLCC requirements across CPU motherboards and memory modules. This is placing mounting pressure on the supply of standard high-capacitance MLCCs.
Less than a week after Apple opened preorders for its first foldable smartphone—the iPhone Duo—its official website was already showing delivery dates extending into January 2027 for some orders.
TrendForce’s latest AI server industry research indicates that demand for server CPUs has grown steadily since the second half of 2025 as AI service providers actively introduce AI agent applications. Server CPU shipments are projected to increase 31% YoY in 2026.
AI data centers, data center interconnects, and high-capacity backbone network deployments are driving rising demand for optical fiber. According to TrendForce’s latest telecommunications industry research, this is expected to lead to a global supply shortfall of 180 million fiber-kilometers in 2026.
TrendForce’s latest report, “2026 Near-Eye Display Market Trends and Technology Analysis,” highlights how AR glasses are gradually transitioning from proof-of-concept products to the consumer market. Stronger-than-expected growth momentum for Meta’s Ray-Ban Display glasses has drawn more consumer attention to AR glasses, prompting brands and supply chain players to accelerate product development.
