This monthly report focuses on trends in the outdoor and emergency lighting application markets among major global lighting manufacturers, including analysis of new product specifications and corporat...
The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-late...
CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products req...
US-China trade tensions escalate with tariff increases and export controls on rare earths and lithium batteries. Geopolitical conflicts undermine year-end consumer confidence, causing ICT demand to we...
The global robot industry is currently marching towards a new phase of diversified applications and smart upgrades. Installations of industrial robots had doubled over the past decade, where market fo...
AI and smartphone demand lift 2H foundry utilization; Semiconductor tariffs pending and low inventory spur rush orders. China's mature nodes tighten, prices stabilize.
US August employment data significantly missed expectations, with unemployment rate rising to historic high and weak domestic demand. OEMs and ODMs showed cautious new order planning, indicating unsta...
This report aims to provide a comprehensive and forward-looking analysis of the global installed capacity demand in the energy storage market. It delves deeply into the key driving factors and develop...
This report aims to provide a comprehensive and forward-looking analysis of the global installed capacity demand in the energy storage market. It delves deeply into the key driving factors and develop...
The repatriation policy of the US semiconductor manufacturing is spurring suppliers to increase investment in the US and accelerate plans for plant establishment. Due to the high labor costs and scarc...
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...
This monthly report focuses on trends in the outdoor and emergency lighting application markets among major global lighting manufacturers, including analysis of new product specifications and corporat...
In 2Q25, global smartphone production saw a slight increase due to seasonal demand and inventory adjustments. Production estimates for 2025 and 2026 suggest steady growth. Mobile DRAM revenue was driv...
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry qu...
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry qu...
