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TrendForce’s latest research on smartphone panels reveals that shortages and rising memory prices—one of the most costly components in smartphones—are reshaping brand shipment strategies for 2026 and weakening panel demand.
The rapid rise of generative AI is driving continuous growth in demand for high-speed data transmission in data centers. Copper cable solutions, traditionally used for short-distance intra-rack interconnects, are increasingly facing challenges in both transmission density and energy efficiency.
The global NAND Flash industry continued to benefit from AI infrastructure build-outs in 4Q25, according to TrendForce’s latest research. All in all, the combined revenue of the top five NAND flash suppliers sharply rose 23.8% QoQ to US$21.17 billion.
TrendForce’s latest findings have revealed that global sales of NEVs, including BEVs, PHEVs, and FCVs, reached 20.53 million units in 2025, up 26% YoY.
TrendForce’s latest findings reveal that the expansion of AI applications from LLM training to inference has prompted CSPs to broaden data center build-outs beyond AI servers to include general-purpose servers.
