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AI Server Demand Continues to Support Memory Prices in 3Q26, but Gains Moderate as Consumer Demand Weakens and High Base Effects Take Hold, Says TrendForce

3 July 2026

TrendForce’s latest memory pricing survey reveals that the DRAM market will remain extremely tight in the third quarter of 2026. However, weaker demand from consumer applications and the impact of a higher comparison base are expected to moderate contract price increases to 13–18% QoQ.

Apple’s Across-the-Board Price Increases Add Uncertainty to Consumer Demand; Global Notebook Shipments Forecast to Decline 13.6% in 2026, Says TrendForce

1 July 2026

Apple's decision to raise prices across the entire MacBook lineup has reshaped market expectations, according to TrendForce’s latest notebook market research. Even premium brands are now being forced to pass part of their rising costs on to consumers, reinforcing expectations of higher notebook prices and making consumers more cautious about upgrading their devices.

AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature-Node Price Increases in 2027, Says TrendForce

30 June 2026

TrendForce’s latest research reveals that rising demand for AI servers, general-purpose servers, and edge AI devices is prompting foundries to dedicate an increasing share of wafer capacity to AI-related products. This shift has significantly altered the supply-and-demand balance for mature process nodes.

Apple to Adopt Next-Generation Display Color Standard, Accelerating the Transformation of OLED Emissive Material Systems, Says TrendForce

29 June 2026

TrendForce's latest AMOLED technology and market report reveals that Apple plans to gradually adopt OLED panels capable of achieving 95% coverage of the BT.2020 color gamut across future MacBook Pro, iPad Pro, and iMac product lines.

NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with Broader Adoption Expected in the Rubin Ultra Generation, Says TrendForce

25 June 2026

TrendForce's latest research on power architectures for AI servers highlights that NVIDIA has been developing its proprietary 800V HVDC Power Rack. The platform is expected to be ready for customer shipments in 3Q26 and will be offered as an optional configuration—rather than a standard feature—for customers deploying the Vera Rubin platform.


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