DRAM industry will focus on HBM capacity expansion, with Chinese suppliers limited by equipment restrictions; major players like Samsung, SK hynix, and Micron emphasize tech migration and AI applicati...
Samsung rebounds via advanced nodes and US fab restart. SMIC and Nexchip enhance HV tech amid pricing pressure. HuaHong optimizes fab allocation. Smaller foundries slow expansion due to technical hurd...
AI drives TSMC's expansion and upgraded targets. Vanguard sees rising utilization and prices via power ICs. UMC grows steadily, while PSMC rebounds through memory demand.
Samsung to focus on advanced nodes in 2026 with full capacity utilization; SMIC to raise 8-inch and memory foundry prices on strong demand; HuaHong to expand capacity and advance specialty platforms;...
Expanding DRAM supply shortages are driving robust price hikes in both contract and spot markets, with significant upside potential for the first quarter. Micron’s earnings substantially beat expectat...
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...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
Microsoft and Meta are accelerating AI infrastructure. Microsoft balances capacity constraints via leasing, trading margins for growth. Meanwhile, Meta shifts to an aggressive strategy, leveraging rap...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
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...
Global Server Market – Trends in 4Q25 and Outlook for 2026
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
TrendForce research team offers the quarterly financial result report, helping clients understand the latest financial situation and business performance of each company in the industry.
The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-late...
The DRAM market is experiencing a significant price surge driven by robust demand from Cloud Service Providers and AI applications, coupled with tight supply. Both contract and spot prices are rising...
