2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
Intel 18A yield beats plan, 14A wins Tesla. Niche logic with EMIB/Foveros and PowerVia could reshape foundry race.
NA CSPs raised Capex sharply, cementing AI infra as core strategy and powering AI server and data center growth.
HBM grows strongly in 2026 as CSP/ASIC demand lifts HBM3e prices; SK hynix leads, Samsung rebounds, Micron expands TSV.
The semiconductor industry is undergoing a structural shift in 2026, with competition moving beyond process node scaling toward system-level architecture. On the technology front, 2nm gate-all-around...
On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑...
As AIDC enters a high-power era, competition shifts to power and cooling infrastructure. Power architectures move toward HVDC, while cooling upgrades to liquid systems. Leading firms are integrating "...
North American cloud giants are substantially increasing Capex, signaling an investment peak in AI infrastructure over the next two years. Shifting to large-scale, long-term strategies, they are focus...
This report show Google and AWS driving strong HBM demand, with capacity expanding across generations; META and Huawei join as large buyers.
Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.
Cloud giants accelerate self-developed AI ASICs, boosting market scale and projects. Driven by internal needs and geopolitics, ASIC share will rise, with next-gen ASICs from major cloud providers expe...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with N...
Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s...
