Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.
Hyperscaler Capex keeps rising on price hikes and shortages; pricier AI racks drive server value growth over volume.
US hyperscalers keep expanding, but midterm-driven backlash may raise costs and delay permits for later-stage projects.
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers&a...
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...
TrendForce research team offers monthly shipment report of the top 12 monitor brand vendors to keep clients updated on latest shipments changes of the major brands. In addition to top 12 brand vendors...
NVIDIA shipments stay Blackwell-led as Rubin's ramp slips into next year on HBM4 snags, keeping HBM the key bottleneck.
AI chip makers weigh downgrading HBM capacity, hitting capacity for KV cache, lifting offload memory demand, as 8hi stays mainstream.
AMOLED technology and Market Analysis keeps track on Penetration, market shares, makers' movement and technology development, etc.
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...
As the mid-to-long term development remains an uncertain perspective of the market intelligence analysis, the Trendforce research team focuses on the five major applications, TV, monitor, NB, tablet,...
TrendForce research team offers monthly shipment report of the top 12 monitor brand vendors to keep clients updated on latest shipments changes of the major brands. In addition to top 12 brand vendors...
TrendForce research team offers monthly shipment report of the top 12 monitor brand vendors to keep clients updated on latest shipments changes of the major brands. In addition to top 12 brand vendors...
Global new energy and electric vehicle markets maintain growth, while overall auto sales are weighed down by weak ICE demand and China’s slowdown. In China, severe supply‑demand imbalance and margin p...
2026-2030 Global and Chinese NAND Flash Market Data
