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TrendForce’s latest research on the display industry reveals that the foldable smartphone market is expected to see Apple enter as early as the second half of 2026, drawing significant attention to related technological advancements.
TrendForce’s latest in-depth report on humanoid robots reveals that the global industry is set to enter a critical phase of commercialization in the second half of 2026. In China, vendors are rapidly clarifying commercial use cases and scaling up production, which is expected to drive annual output growth up to 94% in 2026.
According to TrendForce’s latest findings on AI servers, NVIDIA’s high-end AI chip shipment mix is expected to change in 2026. The combined share of Hopper and Rubin series in overall high-end GPU shipments is anticipated to decrease due to geopolitical issues and ongoing supply chain changes. Meanwhile, the Blackwell series is projected to grow markedly from 61% to 71%, solidifying its leading position in the market.
Major suppliers are continuing to phase out production of mature products below DDR4, according to TrendForce’s latest research on the memory industry. As supply tightens structurally, DRAM prices have already posted significant cumulative increases in recent months.
Continued investment in AI infrastructure by major CSPs, including purchases of GPUs and deployment of in-house ASICs, has driven strong growth among AI-related chip designers, according to TrendForce’s latest findings.
