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According to TrendForce’s latest survey of the NAND Flash industry, CSPs worldwide experienced an exponential surge in demand for enterprise SSDs in 1Q26 due to the need for high-speed data transmission and the massive data storage capacities required to build out AI server infrastructure. Additionally, a persistent structural shortage of traditional HDDs has led a significant volume of storage-related orders to shift toward QLC enterprise SSDs. Amidst this soaring demand and constrained supply, NAND Flash suppliers’ ASPs broadly exceeded expectations. Hence, the combined revenue of the world’s top five NAND Flash suppliers jumped 83.7% QoQ, surpassing US$38.9 billion.
According to the latest research by global market intelligence firm TrendForce, branded TV shipments worldwide reached 47.12 million units in 1Q26, marking a 3.3% YoY increase and achieving a post-COVID-19 pandemic high for the same period. However, a QoQ comparison shows a 12.7% decline. Although the demand side of the TV market remained conservative in 1Q26 due to the traditional slow season and a reduction in China’s trade-in subsidies, the tight supply of DRAM and NAND Flash—driven by AI server and advanced computing demands—caused a significant price surge for memory components used in TVs in late 2025. To mitigate subsequent cost pressures, TV brands initiated early stocking activities and order pull-ins, which became the primary driver supporting shipment growth in 1Q26.
According to the latest AI sector research by global market intelligence firm TrendForce, the top five North American cloud service providers (CSPs) will significantly increase their procurement of rack-scale AI servers in 2026 to expand the deployment of AI training and inference models. These five companies are expected to account for over 60% of global demand for NVIDIA’s GB and VR series servers this year. Moreover, TrendForce estimates that this aggressive infrastructure expansion will boost their combined AI training computing power by more than 56% YoY, while driving a massive YoY surge of approximately 122% in their combined AI inference computing power.
According to the latest research by global market intelligence firm TrendForce, the OLED monitor market entered a seasonal downturn in 1Q26. Moreover, strong promotional campaigns in 4Q25 had already pulled forward demand. Consequently, global OLED monitor shipments dropped by 11% QoQ in 1Q26. However, from a YoY perspective, 1Q26 shipments actually soared by 78%. The key growth driver was the increasingly abundant supply of QD-OLED panels, which enabled new market entrants to ramp up volumes and effectively fill gaps in the market.
According to the latest investigation by global market intelligence firm TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs. This dynamic has prompted some distributors to stockpile inventory preemptively, causing suppliers to respond with price adjustments. Recent price negotiations between ODMs and suppliers indicate that the average drop in overall MLCC prices has narrowed to its smallest margin in nearly three years, suggesting that the MLCC price cycle has reached a critical turning point and is poised for an upward turn.
