Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward H...
North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI ser...
This report analyzes the DRAM market, with limited growth expected for DDR5 in the contract segment and strong demand for DDR4 in the spot market, influenced by U.S. major manufacturers'...
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs ca...
According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected...
Global market intelligence firm TrendForce reports that NVIDIA achieved a total revenue of US$44.1 billion for FY1Q26...
"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...
According to TrendForce’s latest supply chain survey, new export control rules issued by the US government in April 2025 require additional export licenses for exporting NVIDIA’s H20 or other chips wi...
"TrendForce reports that NVIDIA announced plans at Computex 2025 to expand investments and strengthen AI server supply chain cooperation in Taiwan, including building AI supercomputers, expan...
According to TrendForce’s latest supply chain survey, NVIDIA announced an ambitious series of plans at Computex 2025 to expand its investment and enhance supply chain cooperation in Taiwan...
"According to the latest supply chain survey from TrendForce, new US export regulations starting in April 2025 will require licenses for exporting semiconductor chips like NVIDIA H20 and AMD...
According to the latest supply chain survey from TrendForce, new US regulations starting in April 2025 will require export licenses for semiconductor chips like NVIDIA H20, AMD MI308...
"TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recogni...
According to the latest investigation by global market intelligence firm TrendForce, the U.S. government notified NVIDIA on April 9, 2025, that export licenses are required for exporting...
