Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
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.
Toshiba is significantly expanding its HDD capacity in the Philippines, but given the lead time from investment to output, the benefits will materialize later, adding supply to the market without resh...
Panel price book provides monthly market price changes of LCD TV panel, LCD monitor panel and notebook panel, classified by sizes, and related specifications. The survey ranges upstream, midstream, an...
AI chip and server growth accelerates in 2027 on rack-scale systems and ASICs, while HBM and CoWoS supply stays tight.
Robust AI demand has driven profitability in HBM and server products, squeezing consumer memory supply and sparking explosive growth in memory prices and industry revenue. DRAM vendors are substantial...
CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends an...
This report leverages TrendForce’s expertise in the memory industry, as well as extends its in-depth research and analysis on the automotive sector
Robust add-on demand from US cloud service providers is pushing up long-term agreement price bands and driving server memory contract prices steadily higher. Conversely, Chinese providers are pivoting...
Memory contract prices remained stable with expected growth momentum. On the supply side, major Korean and Taiwanese makers shifted capacity to server applications, causing severe PC DRAM shortages an...
US-Iran tensions and sticky inflation prompted the Fed to hike rates, weakening consumer electronics demand and softening low-end MLCC prices, while AI high-end specs stay firm due to tight supply; Mu...
TrendForce research team offer ASP on TV and monitor of the current month, which is surveyed and classified by sizes, regions, BLU, and 3D/non-3D. The data is collected from representative websites (s...
Consumer DRAM prices are approaching the limit of buyer cost tolerance, with recent contract prices settling slightly higher and the spread between high and low pricing narrowing somewhat. Looking ahe...
