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TrendForce's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1Q26. Meanwhile, TV and PC/notebook supply chains accelerated production schedules and increased inventory levels for peripheral ICs, prompting foundries to receive pull-in orders and additional customer bookings.
TrendForce’s latest analysis of the enterprise SSD market reveals that rapid adoption of AI Agent services and strong procurement demand from CSPs drove enterprise SSD revenue to another record high in 1Q26. Industry revenue surged 86.1% QoQ, surpassing US$18.46 billion.
NVIDIA has decided to halve the SOCAMM memory capacity of its next-generation Vera Rubin Superchip modules, according to TrendForce’s latest findings. This adjustment does not reflect a reduction in NVIDIA’s overall memory demand. Rather, it is a response to insufficient LPDRAM capacity allocated to NVIDIA under its suppliers’ preliminary 2027 production plans.
TrendForce’s latest figures reveal that global smartphone production reached around 284 million units in the first quarter of 2026, marking a 1.7% YoY decline. Despite a sharp rise in memory prices since the second half of 2025, the effect on production was minimal because brands still held inventories of cheaper memory components. Additionally, consumer expectations of higher prices in the future have helped sustain short-term demand, cushioning the impact of rising memory costs on production during the quarter.
SpaceX’s upcoming IPO plans have become a significant market focus, driven by rising global demand for satellite broadband, direct-to-cell (DTC) connectivity, and AI computing. According to TrendForce, SpaceX is expanding its satellite broadband coverage and aggressively entering new sectors such as DTC services, AI space computing, and space-based solar power (SBSP).
