Driven by expanding CSP capital expenditures, AI server demand remains robust. Liquid cooling adoption accelerates as the high-end standard. Strong demand pushes HBM3e prices up amid tight supply, whi...
Looking to 2026, sustained AI infrastructure build-outs will drive server demand. High CAPEX from North American CSPs supports NVIDIA's new platforms and ASICs. While Tier-2 risks exist, robust m...
TSMC reduces 8-inch capacity to focus on advanced processes; UMC sees rising utilization from AI and future Samsung transfer opportunities. Vanguard acquires TSMC's used equipment to meet str...
The global AI hardware market continues to expand, driven by increasing CSP capital expenditures and accelerated procurement of advanced computing resources. In response, companies are partnering with...
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasin...
The US may permit NVIDIA H200 exports to China to hinder full localization. As a strategic compromise, the H200 aims to fill the void left by H20. While facing competition from domestic policies, it r...
The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technica...
Benefiting from inventory stocking for smartphones and PCs alongside a recovery in automotive demand, the rebound in mature processes drove growth for UMC and HuaHong. TSMC's advanced processes a...
The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to streng...
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
This report focuses on NVIDIA data-center growth and rack-based solutions, highlighting large architectures and liquid cooling as core innovation drivers, with regional markets and risk management not...
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
Advanced-process expansion and layouts for both Chinese foundries and GlobalFoundries, stressing supply autonomy and cross-border investment amid strategic shifts for long-term needs.
AI drives surging memory demand, prompting capex revisions. However, limited cleanroom space and a shift to advanced tech over raw capacity will constrain future bit output growth. Equipment vendors a...
