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...
Tight supply and robust CSP demand keep DRAM undersupplied; TrendForce lifts its 4Q26 contract price outlook.
Driven by AGI and Agent AI, North American cloud providers' urgent orders for enterprise SSDs created a structural shortage in high-end storage. Suppliers prioritized capacity for high-margin pro...
SEMICON Taiwan & CIOE 2026 exhibit report includes infrared sensing, UV disinfection and sensing, and optical communications.
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.
Non-TSMC foundries head into 2027 with higher utilization, price hikes, and sustained strong revenue growth.
Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
CSP QLC demand lifts ESSD contract prices; spot stays weak. Memory cost surge delays AI device capacity upgrades.
AI infra demand tightens DRAM supply; PC and mobile brands cut output and adopt alternatives memory sources amid mounting cost pressure.
Driven by AI Agent computing expansion and third-party outsourcing demand, server shipments and CPU requirements have been revised upward. Memory suppliers face severe capacity constraints due to shif...
Surging memory prices have triggered early purchasing, driving a short-term recovery in smartphone production this year; however, this pull-in effect will exacerbate market deterioration next year. Co...
Price hikes suppress mobile demand, flattening contract prices while spot market stays weak. NAND controllers are evolving into AI compute layers. Driven by CMX architecture, customized NAND will inte...
RDIMM contract premium narrows on shifting demand, while spot market sees limited trades. Custom HBM (cHBM) optimizes AI chip area and performance via logical base dies, yet faces cooling, multi-sourc...
Pressured by political uncertainty, shifting trade policies, and inflated raw material costs, automotive lighting suppliers are facing severe profitability compression and margin constraints. To overc...
