AI compute surges in 2026 as ASICs rise, NVIDIA defends its ecosystem, and bandwidth becomes the bottleneck.
CSPs scale ASICs alongside GPUs, lifting packaging demand as CoWoS-L leads while EMIB-T and FOPLP emerge as new options.
NVIDIA's data center strength lifts GB/VR Rack demand, extending its reach into infrastructure and HBM supply.
AI chip demand surges in 2026, with high-end GPUs dominating. NVIDIA leads, ASICs gain share, liquid cooling expands, and AI server value hits record highs.
This includes a comprehensive market update on Global and China region, extending the market landscape and market size further into specific region along with the long-term forecast.
This provides a comprehensive Global IC & Semi market analysis, including various application and product types, as well as a forecast on the situation of IC &a...
"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...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on...
As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...
As indicated by the survey of global market intelligence firm TrendForce, the global COVID-19 pandemic has resulted in...
