Competitive Landscape

HBM Market Dynamics and Forecast - 2Q25

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...

Humanoid Robot Market Bulletin_20250605

COMPUTEX 2025 was convened for four days in mid-May, and invited 1,400 suppliers to showcase how AI is currently actuating industrial upgrades. The grand event focused on “AI NEXT” as this year’s topi...

Mobile DRAM Industry Analysis－2Q25

Due to various political and economic factors that are causing market uncertainty, TrendForce has made a downward revision in the 2025 annual global smartphone production projection...

DRAM Industry Analysis－2Q25

The DRAM industry generated US$27.01 billion in revenue for 1Q25, marking a QoQ decline of 5.5%...

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggress...

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected...

MLCC Price May 2025

US-China relations have seen signs of a breakthrough, with the talks in early May leading to significant tariff reductions. Both sides have now reached a consensus that they should avoid “economic dec...

16. Monthly Mobile PC ODM & Brand Shipment Tracker_May_25

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

"According to TrendForce’s latest report, in response to new US export restrictions, NVIDIA plans to launch a downgraded version of the RTX PRO 6000 for the Chinese market, featuring GDDR7 DR...

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

COMPUTEX 2025 drew global tech giants and innovative companies alike, all eager to showcase their latest breakthroughs. With AI technologies now maturing, the market expects consumer electronics to in...

Server Market Report_2Q25

Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Trends in Server Supply Chain for 2025 TRI’s View

S2 Monthly Notebook Panel Supply Chain Apr_25

S1 Monthly LCD TV Panel Supply Chain Apr_25

Humanoid Robot Market Bulletin_20250522

On April 26, 2025, Chery, in collaboration with the AiMOGA team, completed the global delivery of the first batch of 220 AiMOGA humanoid robots, marking the first delivery of humanoid robots by an aut...

Breakthroughs Still Needed in Critical Equipment: China’s Alternative Paths to Advanced Chip Independence

This report tracks the current restrictions on semiconductor technology faced by Chinese companies, analyzes recent developments in China’s semiconductor equipment sector, and ultimately focuses on ho...