Competitive Landscape

CPO Testing Challenges: TSMC COUPE & Taiwan Supply Chain | TrendForce

CPO Testing Challenges: TSMC COUPE & Taiwan Supply Chain

May 04, 2026 | PDF

On April 23, 2026, TSMC unveiled at the 2026 North America Technology Symposium its Compact Universal Photonic Engine (COUPE) platform built on Co-Packaged Optics (CPO) technology, with mass productio...

Monthly Global TV Brands Shipment Tracker - Apr. 2026 | TrendForce

Monthly Global TV Brands Shipment Tracker - Apr. 2026

Apr 30, 2026 | ZIP

TrendForce research team provides yearly and quarterly shipment data and shipment forecast of the global  TV brand vendors, covering worldwide LED and 4K TV penetration rates, supply chain between pan...

MLCC Price Apr. 2026 | TrendForce

MLCC Price Apr. 2026

Apr 30, 2026 | PDF

US-Iran conflict escalates energy costs and inflation, impacting global supply chains via AI demand and geopolitics. Passive component sector faces capacity shifts; Japanese-Korean suppliers pivot to...

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls | TrendForce

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

Apr 30, 2026 | PDF

As U.S. export controls extend from chips to AI infrastructure, the traditional optical interconnect industry is undergoing supply chain restructuring. While optical modules are not subject to blanket...

2Q26 Server Market Report | TrendForce

2Q26 Server Market Report

Apr 29, 2026 | PDF

Global Server Market – Trends and Outlook for 2Q26

The 2026 Semiconductor Inflection Point: Scaling from 2nm GAA to the Era of ASIC Sovereignty | TrendForce

The 2026 Semiconductor Inflection Point: Scaling from 2nm GAA to the Era of ASIC Sovereignty

Apr 29, 2026 | PDF

The semiconductor industry is undergoing a structural shift in 2026, with competition moving beyond process node scaling toward system-level architecture. On the technology front, 2nm gate-all-around...

Monthly LCD TV Panel Supply Chain - Mar 2026 | TrendForce

Monthly LCD TV Panel Supply Chain - Mar 2026

Apr 28, 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 Notebook Panel Supply Chain - Apr 2026 | TrendForce

Monthly Notebook Panel Supply Chain - Apr 2026

Apr 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...

The 3XX-Layer NAND Generation—An Inevitable Architectural Transition and the Rise of Base Dies | TrendForce

The 3XX-Layer NAND Generation—An Inevitable Architectural Transition and the Rise of Base Dies

Apr 27, 2026 | PDF

Driven by AI, next-generation advanced NAND has become the mainstream. As traditional vertical stacking encounters physical limitations and performance degradation, the industry's focus is shifti...

NB Set Market Bulletin Apr. 2026 | TrendForce

NB Set Market Bulletin Apr. 2026

Apr 24, 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 Mobile PC ODM & Brand Shipment Tracker Apr. 2026 | TrendForce

Monthly Mobile PC ODM & Brand Shipment Tracker Apr. 2026

Apr 24, 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 previous...

Defense Tech Transformation: Software-Defined Systems & Taiwan's Supply Chain Positioning | TrendForce

Defense Tech Transformation: Software-Defined Systems & Taiwan's Supply Chain Positioning

Apr 24, 2026 | PDF

Intensifying global geopolitical conflicts are driving up defense spending, and warfare is pivoting toward asymmetric and information warfare, making low-cost unmanned vehicles (UAVs) crucial. China i...

Humanoid Robot Market Bulletin - Apr. 23, 2026 | TrendForce

Humanoid Robot Market Bulletin - Apr. 23, 2026

Apr 23, 2026 | PDF

AgiBot unveils interactive world model, end-to-end action model, and dev platform, advancing embodied AI from perception to deployment as humanoid hardware converges.

The CPO Paradigm Shift in the AI Era: Strategic Opportunities for Taiwan’s Ecosystem and the Future of Interconnect Architecture | TrendForce

The CPO Paradigm Shift in the AI Era: Strategic Opportunities for Taiwan’s Ecosystem and the Future of Interconnect Architecture

Apr 22, 2026 | PDF

With the generative AI market expanding at a CAGR of over 35%, data throughput for a single large language model (LLM) training task has reached the exabyte (EB) level. As transmission speeds evolve t...

2026 Trends: Compute & Memory Race in VLA Era | TrendForce

2026 Trends: Compute & Memory Race in VLA Era

Apr 21, 2026 | PDF

Vision-language-action (VLA) models have become central to the evolution of autonomous driving. Their key advantage lies in significantly improving generalization in long-tail scenarios while enhancin...

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