TrendForce’s latest display industry research reports that memory supply shortages and rising prices continue to intensify cost pressures across the smartphone supply chain, affecting smartphone brands’ shipment plans for 2026. However, sustained demand from the secondary and repair markets is supporting stronger-than-expected smartphone panel demand.
TrendForce’s recent AI server industry report reveals that GB300 rack-scale solutions are set to be NVIDIA’s leading driver of shipments in 2026, with demand anticipated to remain robust through the first half of 2027. Following that, the next-gen VR200 racks will increase production and account for the largest portion of shipments in 2027. Meanwhile, the newer Rubin Ultra platform (VR300) is expected to hold a relatively small share, as its HBM configuration and server architecture are still being finalized.
South Korean manufacturer SEMCO has taken the lead in raising 4Q26 prices for OEM and ODM customers, according to TrendForce’s latest MLCC industry research. This marks a departure from the company’s previous practice of limiting price adjustments to distributors and signals that the MLCC industry has officially entered an upcycle.
According to TrendForce’s latest memory industry research, major global cloud service providers (CSPs) are accelerating AI infrastructure investment, with total CapEx projected to surge 98% YoY in 2026 and rise another 50% in 2027. The rapid increase will be driven in part by soaring memory contract prices and robust procurement demand. TrendForce estimates that DRAM and NAND Flash combined will account for 47% of CSPs’ total CapEx in 2026, with their share rising further to 68% in 2027.
TrendForce’s latest EV industry research reveals that global sales of NEVs—BEVs, PHEVs, and fuel cell vehicles—reached 5.37 million units in the second quarter of 2026, up 10.4% YoY. Including HEVs, these four categories accounted for a record-high 33.2% of global vehicle sales in the quarter.
