AI-driven demand is crowding out capacity and pressuring MLCC supply, while high interest rates and inflation weigh on consumer electronics recovery. Distributor hoarding and price hikes have triggere...
Global semiconductor supply chains are shifting from efficiency to resilience amid escalating export controls, driving manufacturing diversification. Governments race to subsidize domestic ecosystems,...
DRAM contract and spot markets maintain upward trends. While CXMT's re-inclusion in the US military list inflicts no immediate sanctions, Entity List restrictions continue to hinder its advanced...
The contract market growth slows into a plateau due to weak terminal demand and high costs, while the spot market stabilizes amidst cautious sentiments and low trading volumes. Despite escalating geop...
Contract negotiations extend as suppliers prioritize major American clients, while spot prices rise on strong demand. AI adoption reshapes memory specifications toward higher bandwidth and lower power...
Large firms' long-term agreements transition NAND markets to structural stability. AI architecture shifts toward storage-centric designs, elevating enterprise SSDs. Inference demands driv...
AI demand and proprietary chip adoption drive upward revisions in global server shipments. Despite supply bottlenecks, memory face severe shortages and soaring prices. AMD and alternative architecture...
Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.
Soaring memory prices have triggered a chain reaction, leading to a significant downward revision in annual smartphone production. Faced with heavy cost pressures, brand strategies are diverging; tech...
Driven by AI expanding into inference, cloud providers are accelerating data center buildouts, triggering a surge in server memory orders. This has caused contract prices to skyrocket and fueled robus...
Contract and spot markets stagnate due to weak demand. However, AI drives massive demand for high-capacity enterprise SSDs. While manufacturers accelerate high-stack technology migration, expansion ca...
HBM remains irreplaceable in AI accelerators. HBM4 ramps, tight supply lifts prices, and ASIC demand diversifies the supplier base.
Server DRAM contract prices strengthen on supplier hikes, while spot markets show modest gains amid cautious buying. To overcome conventional capacity constraints caused by a focus on high-bandwidth m...
The 2Q26 Gold+ member report analyzes the LED chip and package industry, including LED chip/package manufacturer rankings (total revenue / application revenue). TrendForce also provides a detailed ana...
The 2Q26 Gold+ member report analyzes the LED chip and package industry, including LED chip/package manufacturer rankings (total revenue / application revenue). TrendForce also provides a detailed ana...
