Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
During the first half of 2026, surging demand for KV Cache coupled with constrained memory supply resulted in severe memory bottlenecks. To resolve the KV Cache bottlenecks, industry players are seeki...
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
NA CSPs raised Capex sharply, cementing AI infra as core strategy and powering AI server and data center growth.
HBM grows strongly in 2026 as CSP/ASIC demand lifts HBM3e prices; SK hynix leads, Samsung rebounds, Micron expands TSV.
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...
Arm's AGI CPU marks a strategic shift from IP licensor to platform provider, targeting AI data centers and accelerating Arm's gains against x86.
Cloud giants are drastically expanding Capex for AI infrastructure, driving explosive demand for GPU/ASIC racks. However, immense computing demand faces structural component shortages. Meanwhile, OEMs...
With Google, Meta, and MediaTek all considering adopting Intel’s EMIB packaging technology, Intel’s technological progress in advanced packaging and glass substrates has once again attracted significa...
Looking ahead to 2026, major global CSPs are significantly increasing capital expenditures on AI infrastructure, focusing on high-density GPU racks and self-developed ASICs to optimize costs. North Am...
Microsoft and Meta are accelerating AI infrastructure. Microsoft balances capacity constraints via leasing, trading margins for growth. Meanwhile, Meta shifts to an aggressive strategy, leveraging rap...
North American cloud giants are substantially increasing Capex, signaling an investment peak in AI infrastructure over the next two years. Shifting to large-scale, long-term strategies, they are focus...
This report show Google and AWS driving strong HBM demand, with capacity expanding across generations; META and Huawei join as large buyers.
The report highlights AI data center expansion by U.S. and Chinese CSPs. U.S. firms scale globally and invest more at home, while Chinese firms expand with self-developed chips, but both prioritize en...
TrendForce’s latest investigations reveal that Meta has released its first mass-produced AR device—the Meta Ray-Ban Display Glasses—featuring LCoS display technology. This move is expected to boost LC...
