Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with only Huawei bucking the trend.
The AI industry entered a critical transition period in 2025, marked by the rapid expansion of LLMs and the large-scale commercialization of AI applications. For China’s semiconductor industry, this r...
The era of high-cost memory is unlikely to end anytime soon, and the global smartphone market is projected to enter an output adjustment period starting in 2Q26. Brands equipped with economies of scal...
Skyrocketing memory prices starting in 2025 are expected to drive a double-digit decline in global smartphone production in 2026, reshaping the market landscape. Leveraging their strong financial posi...
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...
Global Server Market – Trends and Outlook for 2Q26
Global CSPs expand AI infrastructure investment, with Google and Microsoft leading on TPU and GPU racks while Chinese peers diversify amid geopolitical constraints.
Global smartphone production showed moderate growth in 2025, with Samsung and Apple tying for the top spot in market share. However, driven by sharply rising memory prices, overall production volume i...
NVIDIA's H200 supply upside is limited by tight advanced packaging and memory capacity prioritized for new platforms. While targeting the Chinese market, geopolitical risks are driving China...
The need for upgraded passive optical network (PON) technology is accelerating as global residential and enterprise demand for FTTH continues to surge. Driven by policy initiatives, China and the U.S....
Global smartphone shipments in 2025 are expected to see only slight year-on-year growth, with the Chinese market accounting for nearly one quarter of the world’s total. This market also exhibits a hig...
This report show Google and AWS driving strong HBM demand, with capacity expanding across generations; META and Huawei join as large buyers.
The 6th to 10th spots of global smartphone ranking for 2025 are occupied by Transsion, Honor, Lenovo, Huawei, and Google in sequential order. Among which, Transsion has slightly dropped in share due t...
The report is consisted of mainly graphic tables and partially written words to present key movements in the monitor and notebook industries. As for technology developments, brand strategies, strategi...
"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...
