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TrendForce’s latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through 2026. This momentum will fuel stronger pull-ins for GPUs and ASICs, alongside the rapid expansion of AI inference applications. As a result, global AI server shipments are forecast to grow by more than 20% in 2026, with AI servers accounting for an increased 17% share of overall server shipments.
TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data center expansion among global CSPs. This momentum is lifting overall DRAM pricing. Although final contract pricing for the quarter is still being negotiated, suppliers are showing a greater willingness to raise quotes as CSPs increase order volumes.
Recently, TCL CSOT began constructing its t8 Gen 8.6 OLED factory, marking the start of large-scale global investments in IT OLED panel production. TrendForce reports that Samsung Display (SDC) continues to lead by making the earliest investments in Gen 8.6 OLED capacity. Meanwhile, Chinese manufacturers like BOE, Visionox, and TCL CSOT are also progressing with their own Gen 8.6 OLED manufacturing plans.
TrendForce’s latest MLCC investigation reveals growing macroeconomic headwinds. The U.S. ADP September Employment Report recorded its largest decline in two and a half years, while the Federal Reserve was left without key data for policy decisions due to the government shutdown.
Apple is making a notable comeback in the VR/MR market with its upgraded Vision Pro, which still uses OLEDoS display panels. The device aims to drive the next generation of head-mounted devices by enhancing computing power and weight distribution.
