Competitive Landscape

ASIC Design and Service Competition Shifts from Chip Scale to Rack/POD Level | TrendForce

ASIC Design and Service Competition Shifts from Chip Scale to Rack/POD Level

May 28, 2026 | PDF

On February 16th 2026, MediaTek CEO Rick Tsai stated in his ISSCC 2026 keynote that the basic unit for measuring AI compute efficiency will no longer be just the AI chip, but the entire AI system, inc...

1Q26 Revenue Ranking among Mobile DRAM Suppliers | TrendForce

1Q26 Revenue Ranking among Mobile DRAM Suppliers

May 27, 2026 | PDF

Propelled by substantial contract price increases, 1Q26 Mobile DRAM revenue reached an all-time high, with ASP appreciation serving as the core growth engine. From a supply perspective, vendors are ch...

Monthly LCD TV Panel Supply Chain - Apr 2026 | TrendForce

Monthly LCD TV Panel Supply Chain - Apr 2026

May 27, 2026 | 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...

Monthly Mobile PC ODM & Brand Shipment Tracker May. 2026 | TrendForce

Monthly Mobile PC ODM & Brand Shipment Tracker May. 2026

May 27, 2026 | 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 prev...

NB Set Market Bulletin May. 2026 | TrendForce

NB Set Market Bulletin May. 2026

May 27, 2026 | PDF

NB Set Market Bulletin is an appendix for notebook brands & ODM Shipment Tracker and it provides in-depth, text-based analysis focused on the global notebook (NB) market, capturing the latest developm...

Monthly Notebook Panel Supply Chain - May 2026 | TrendForce

Monthly Notebook Panel Supply Chain - May 2026

May 27, 2026 | 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...

2026 AI Optical Trends: Co-Packaged Optics & Silicon Photonics | TrendForce

2026 AI Optical Trends: Co-Packaged Optics & Silicon Photonics

May 27, 2026 | PDF

Optical interconnects in AI data centers are shifting from legacy pluggable optics toward LPO, CPO and OCS. LPO streamlines the signal chain to improve power while keeping a pluggable model, CPO co‑pa...

MLCC Market Outlook 1Q26~2Q26 | TrendForce

MLCC Market Outlook 1Q26~2Q26

May 25, 2026 | PDF

AI infrastructure demand offsets consumer electronics weakness, boosting Japanese and Korean MLCC suppliers' recent revenue and profits. High-end products face tight supply while mid-low tiers se...

Humanoid Robot Market Bulletin - May 21, 2026 | TrendForce

Humanoid Robot Market Bulletin - May 21, 2026

May 21, 2026 | PDF

Figure AI locks Figure 04 design for mass production, while Figure 03 proves long autonomous warehouse runs and home collaboration, advancing its industry-first, home-next commercialization roadmap.

LED Lighting Market Dynamics Monthly Report - May 2026 | TrendForce

LED Lighting Market Dynamics Monthly Report - May 2026

May 20, 2026 | PDF

This monthly report focuses on the nuclear industrial lighting market. It highlights market scale forecasts, product and application scenarios, supply chain structures, and the competitive landscape o...

Quarterly Smartphone Panel Shipment - 2Q26 | TrendForce

Quarterly Smartphone Panel Shipment - 2Q26

May 19, 2026 | ZIP

Quarterly Smartphone Panel Shipment keeps track on global major panel makers’ shipment scale and movement on smartphone panels. This report specially provides analysis on ranges of delivered panel siz...

DeepSeek-V4: China's AI Hardware-Software Co-Design Strategy | TrendForce

DeepSeek-V4: China's AI Hardware-Software Co-Design Strategy

May 08, 2026 | PDF

As technical iteration narrows the capability gap between models, Chinese open-source models are expanding their global presence by compensating weaker hardware with software optimization and scale. U...

Humanoid Robot Market Bulletin - May 7, 2026 | TrendForce

Humanoid Robot Market Bulletin - May 7, 2026

May 07, 2026 | PDF

Hannover Messe 2026 elevates humanoid robots alongside industrial AI, marking the shift from showcase to industrial deployment, with task capability, supply chain readiness, ROI, and standardization s...

IC & Semi Research Report-2Q26 | TrendForce

IC & Semi Research Report-2Q26

May 06, 2026 | PDF

AI and data centers drive record IC sales. Despite mobile risks from higher memory costs, custom chips and network upgrades ensure future growth.

Last Mile for Folding: Revolution of Crease from Mechanical Structures to Materials Science | TrendForce

Last Mile for Folding: Revolution of Crease from Mechanical Structures to Materials Science

May 05, 2026 | PDF

As growth momentum in the foldable smartphone market slows, overall penetration in 2025 has held at only about 1.6%, indicating the segment is gradually entering a high‑end maturity stage. Even so, ma...

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