Competitive Landscape

Server Market Report_1Q25

Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Trends in AI Servers and Data Center Markets During 2025 TRI’s View

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI serve...

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. St...

S1 Monthly LCD TV Panel Supply Chain Jan_25

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Feb_25

MLCC Price Feb. 2025

After returning to the White House on January 20th, the Trump administration swiftly implemented various policy initiatives through executive orders, focusing on immigration, tariffs, and the terminat...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...

NAND Flash Industry’s Revenue Fell by 6.2% QoQ for 4Q24 Due to Inventory Reduction Efforts Dragging Down Demand for Consumer Products

TrendForce reports that the NAND Flash industry's revenue fell by 6.2% QoQ in 4Q24 due to continued inventory reductions by consumer electronics OEMs. Despite relatively stable demand for enterpr...

MLCC Market Outlook 4Q24~1Q25

1. Overview of Global Macroeconomic Conditions in 4Q24 2. Market Shares of Top 10 MLCC Suppliers in 4Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...

S2 Monthly Notebook Panel Supply Chain Jan_25

Server DRAM and HBM Contributed to 9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly

TrendForce reports that the DRAM industry's revenue grew by 9.9% QoQ in 4Q24, driven by server DRAM and HBM sales. However, weak demand for PCs, smartphones, and consumer applications led to a de...

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

TrendForce reports that despite enterprise SSD order growth driven by NVIDIA's H-series in 4Q24, weak demand for consumer products dampened price increases for enterprise storage, resulting in a...

Humanoid Robot Market Bulletin_20250220

On January 30, 2025, during Tesla’s Q4 2024 earnings call, the company revealed that its humanoid robot production line is expected to reach a monthly output of 10,000 units by 2026, with deliveries s...

TrendForce LED Lighting Market Dynamics Monthly Report－February 2025

Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

President Trump, after taking office, initiated a tariff war with China, Canada, and Mexico immediately, fulfilling the commitment he made in November 2024. This report will update the latest developm...