Competitive Landscape

Server Market Report_4Q24

Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain in 2024 & 2025 TRI’s View

M2. Quarterly Smartphone Panel Shipment_4Q24

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

TrendForce indicates that the power outage at Vanguard's Taoyuan fab on November 11th is expected to affect less than 5% of its Q4 output. Despite lasting only 24 minutes, the outage may resu...

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

Content: 1. Global AI Server Market Forecast 2. Introduction of Transceiver 3. Transformation from Pluggable Transceiver Optics to CPO 4. Dynamics of the CPO Development 5. Key Takeaways

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to th...

SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

TrendForce indicates that SK hynix has launched the industry's first HBM3e 16hi product, boosting maximum bit capacity to 384GB. This move aims to address the demand for higher-capacity HBM....

Promising Future for Humanoid Robots Spurs Growth in Reducer Industry

The trends and application scenarios for humanoid robots are becoming increasingly clear, presenting significant business opportunities for the reducer industry. Harmonic Drive Systems, Nabtesco, Neug...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node s...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advance...

Semi-Solid and Solid-State Batteries: Dual Engines Driving the Next Battery Revolution

Despite maintaining positive growth, BEV momentum has weakened due to persistent range anxiety. Given the general consensus that the current liquid li-ion batteries have reached their energy density l...

MLCC Price Oct. 2024

The global economic outlook remains uncertain. In the US, despite Federal Reserve initiating interest rate cuts starting in September, the labor market continues to stay robust, pushing the country’s...

SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method

TrendForce indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy rep...

DRAM Bit Out Will Continue to Rise in 2025, with Market Situations Diverge Across Different Product Types and Applications

TrendForce forecasts a 25% YoY growth in DRAM bit output in 2025, with diverging market conditions across different product types and applications. HBM demand remains strong, leading to tight supply;...

Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025

TrendForce forecasts that shipments of liquid cooling solutions will surge with the launch of NVIDIA's Blackwell and B300 series AI servers. The GB200 NVL72 is expected to adopt a liquid-to-a...

A New Era of IC Packaging: The Crucial Role and Market Outlook of ABF

The report provides an in-depth exploration of the applications and growing demand for ABF substrates in AI servers, autonomous vehicles, and high-performance computing (HPC). Furthermore, it provides...