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TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilization of supply and demand and a price rebound in 2024. However, retail SSD sales face challenges due to ongoing weak consumer electronics demand and notebook SSD attach rates reaching 100%. This has led to reduced shipments from SSD module makers. Channel SSD shipments for 2024 are projected at 101 million units, reflecting a 14% YoY decrease.
As major North American CSPs release their latest earnings and investment outlooks, TrendForce has increased its 2025 CapEx forecast for the top eight CSPs worldwide from 61% YoY growth to 65%. For 2026, CSPs are anticipated to continue investing aggressively, with total CapEx expected to exceed US$600 billion, marking a 40% YoY increase. This trend highlights the strong long-term growth potential of AI infrastructure.
TrendForce hosted the AI-Driven Innovation: The Convergence of Vision, Power, and Intelligence seminar in Seoul on November 5. The leading technology industry analysis firm shared insights into how AI is driving advances spanning near-eye displays and autonomous robotics to HBM memory, advanced MLCCs, and AI-optimized semiconductor manufacturing. Key highlights from the seminar include:
Solid-state battery (SSB) development is rapidly transitioning from research to large-scale manufacturing. According to TrendForce’s latest reports, nearly 100 companies globally have announced plans to produce solid-state batteries, with a combined capacity surpassing 100 GWh. Some of this capacity, especially semi-solid batteries, has already begun mass production and reached the GWh scale.
TrendForce’s latest investigations indicate that global TV shipments in 3Q25 totaled 49.75 million units, representing a 6% increase QoQ but a 4.9% decrease YoY. This is the first time in history that third-quarter shipments have fallen below 50 million. The decline is attributed to extended TV replacement cycles, increased demand driven by tariff concerns, and the reduced influence of China’s subsidy initiatives.
