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 contract market sees seller-driven price hikes amid strong demand, while the spot market remains stagnant. Suppliers' focus on advanced and HBM causes legacy product shortages. Constrained by long...
The NAND market polarizes as robust cloud and enterprise demand drives LTA reforms and squeezes consumer bargaining power, while weak smartphone and spot markets, coupled with aggressive vendor expans...
Driven by the expansion of AI inference demand into general servers, memory procurement has surged. With supplier inventories bottoming out and production capacities concentrated on high-margin produc...
Major foundries see rising utilization and pricing power, driven by front-loading demand and surging AI orders, lifting 2026 full-year outlook.
AI infrastructure demand offsets consumer electronics weakness, boosting Japanese and Korean MLCC suppliers' recent revenue and profits. High-end products face tight supply while mid-low tiers se...
NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
Strong AI and server demand causes structural DRAM undersupply, driving contract and spot prices upward. Supplier inventories have bottomed out. Cloud and PC makers are aggressively securing long-term...
Fueled by robust AI demand, suppliers currently dominate the market while maintaining critically low inventory levels. Aggressive stockpiling by cloud giants sustains elevated prices. Meanwhile, despi...
TrendForce research team offers the quarterly financial result report, helping clients understand the latest financial situation and business performance of each company in the industry.
Contract markets show steady server but weak smartphone demand, while spot prices face pressure from cautious buyers. Edge artificial intelligence drives massive high-capacity storage needs, yet conse...
Mobile DRAM contract hikes slowed due to costs, yet server demand stabilized overall prices; spot prices rose. Diverse AI applications boost demand across all server DRAM capacities. High-capacity lea...
Taiwan foundries see strong 2Q26 rebound, led by TSMC's 3nm ramp and packaging, with peers eyeing HBM and interposer.
Weak consumer demand stalls flash markets, pressuring prices. Conversely, robust AI server demand drives Samsung's profit surge. Future strategies focus on advanced processes and large-capacity e...
Strong AI and server demand is driving upward revisions in memory contract prices, despite a sluggish spot market. Supplier inventories have bottomed out, with high-end applications driving profits. N...
