Competitive Landscape

AI Memory Bottleneck: HBF & AI SSD Reshape NAND Flash Value | TrendForce

AI Memory Bottleneck: HBF & AI SSD Reshape NAND Flash Value

Sep 03, 2025 | PDF

AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining...

Autonomous Driving & ITS Trends: Global Insights 2025 | TrendForce

Autonomous Driving & ITS Trends: Global Insights 2025

Sep 03, 2025 | PDF

Given the complexity and diversity of the challenges faced by urban transportation, the parallel development of intelligent transportation systems (ITS) and autonomous driving aims to address congesti...

3Q25 HBM Market Dynamics and Forecast | TrendForce

3Q25 HBM Market Dynamics and Forecast

Sep 02, 2025 | PDF

The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...

iPhone 17 Air: 2025 Product Line Shift & Market Outlook | TrendForce

iPhone 17 Air: 2025 Product Line Shift & Market Outlook

Sep 02, 2025 | PDF

The iPhone 17 lineup officially welcomes a new ultra-thin flagship model. Apart from the base variant, all models in the series feature notable upgrades in design and hardware specifications. Although...

MLCC Price Aug. 2025 | TrendForce

MLCC Price Aug. 2025

Aug 29, 2025 | PDF

In Q4, weak mobile and notebook demand led suppliers to cut production to stabilize prices. High-end and automotive MLCC price drops narrow due to competition. Economic uncertainties in US and China a...

On-Chip Cooling Race: TSMC, Samsung, Intel Strategies Analysis | TrendForce

On-Chip Cooling Race: TSMC, Samsung, Intel Strategies Analysis

Aug 29, 2025 | PDF

The surge in AI applications has fueled the development and growth of the semiconductor industry but has also brought new challenges. Apart from advanced process technology nearing physical limits and...

NVIDIA Near 88% in FY2Q26 Data Center Revenue with GB Racks Ramping Up in 2H25; Export of H20 to China Remains Uncertain | TrendForce

NVIDIA Near 88% in FY2Q26 Data Center Revenue with GB Racks Ramping Up in 2H25; Export of H20 to China Remains Uncertain

Aug 28, 2025 | PDF

Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.

Humanoid Robot Market Bulletin - Aug. 28, 2025 | TrendForce

Humanoid Robot Market Bulletin - Aug. 28, 2025

Aug 28, 2025 | PDF

NVIDIA has released its latest SoC, Jetson Thor, which provides efficient computing power to enable advanced humanoid robots to think more like humans in practical applications. IFR also provides insi...

Monthly Mobile PC ODM & Brand Shipment Tracker Aug. 2025 | TrendForce

Monthly Mobile PC ODM & Brand Shipment Tracker Aug. 2025

Aug 27, 2025 | ZIP

Notebook Brands & ODM Shipment tracker covers mainly the monthly ODM shipment of the top 7 NB ODM makers and quarterly shipment of top 6 NB brands.The data includes the actual shipment of the...

Monthly LCD TV Panel Supply Chain - Jul 2025 | TrendForce

Monthly LCD TV Panel Supply Chain - Jul 2025

Aug 26, 2025 | EXCEL

TrendForce research team provides the global LCD TV panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relations...

2Q25 Revenue Ranking among Mobile DRAM Suppliers | TrendForce

2Q25 Revenue Ranking among Mobile DRAM Suppliers

Aug 26, 2025 | PDF

Benefiting from a low base effect, as well as simultaneous increases in shipment volume and pricing, the 2Q25 Mobile DRAM market delivered an outstanding revenue performance. In terms of market share,...

3Q25 Server Market Report | TrendForce

3Q25 Server Market Report

Aug 26, 2025 | PDF

Global Server Market Trends and Outlook for 2H25

Monthly Notebook Panel Supply Chain - Aug 2025 | TrendForce

Monthly Notebook Panel Supply Chain - Aug 2025

Aug 26, 2025 | EXCEL

TrendForce research team provides the global NB panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relationship...

MLCC Market Outlook 2Q25~3Q25 | TrendForce

MLCC Market Outlook 2Q25~3Q25

Aug 22, 2025 | PDF

Global economic slowdown and ongoing US-China trade tensions continue to impact the MLCC market, with prices trending downward. Suppliers see increased shipments but face margin pressures. AI infrastr...

LED Lighting Market Dynamics Monthly Report - Aug. 2025 | TrendForce

LED Lighting Market Dynamics Monthly Report - Aug. 2025

Aug 20, 2025 | PDF

This monthly report focuses on trends in the outdoor and emergency lighting application markets among major global lighting manufacturers, including analysis of new product specifications and corporat...

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