Agentic AI and inference reshape workloads, lifting server CPU demand. Shipments surge as CSP in-house Arm CPUs erode x86 share.
Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.
Hyperscaler Capex keeps rising on price hikes and shortages; pricier AI racks drive server value growth over volume.
US hyperscalers keep expanding, but midterm-driven backlash may raise costs and delay permits for later-stage projects.
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers&a...
NVIDIA shipments stay Blackwell-led as Rubin's ramp slips into next year on HBM4 snags, keeping HBM the key bottleneck.
AI chip makers weigh downgrading HBM capacity, hitting capacity for KV cache, lifting offload memory demand, as 8hi stays mainstream.
Driven by AI demand, server contract prices were secured ahead of schedule, though slow inventory digestion on the consumer side has kept negotiations at a standstill; meanwhile, the spot market conti...
AI demand boosts DRAM/NAND logic. Contract market sees high visibility via agreements, though downstream demand weakens. FMS showcases standard transitions where high-density flash addresses memory-wa...
Capital expenditure in artificial intelligence infrastructure has significantly boosted demand for enterprise solid-state drives and high-capacity storage, driving top memory suppliers to record reven...
Steady momentum in AI infrastructure builds is driving robust demand for cloud and server storage, supporting original suppliers in maintaining extremely low inventories and strong pricing leverage. C...
Long-term agreements and server demand provide a solid foundation for the contract market, while consumer memory procurement remains conservative due to cost pressures. The spot market saw a brief pri...
Driven by AI infrastructure, server storage demand surges, prompting manufacturers to shift capacity and advanced nodes. Conversely, consumer electronics languish due to high costs, inflation, and sup...
Manufacturers prioritize high-margin sectors, facing buyer resistance in consumer markets due to cost ceilings, which plateaus 3Q26 contract prices and weakens spot markets. However, a major tech earn...
Due to front-loaded bulk procurement in the first half of the year, consumer electronics will face a weak peak season in the second half, with contract price growth slowing down. The spot market is in...
