AI chipmakers are adopting custom HBM as base dies move to advanced logic nodes, strengthening TSMC's role in the HBM supply chain.
TrendForce provide weekly spot prices for key photovoltaic components by conducting cross-investigations with major suppliers and buyers in the photovoltaic industry supply chain. We use historical co...
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...
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...
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...
TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
For the price chart of global end prices of SSD, TrendForce segments product categories in accordance with capacity (from 120GB to 2048GB and above) and user interface (SATA3, PCIe 3.0/4.0/5.0).
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
Agentic AI and inference reshape workloads, lifting server CPU demand. Shipments surge as CSP in-house Arm CPUs erode x86 share.
Rising memory prices curb next year's smartphone output, eased by pulled and downgraded parts; server demand props up quotes, but ample consumer inventory leaves trading thin.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
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.
