AI server demand lifted 2Q26 MLCC shipments; Japan/Korea ran high, Taiwan/China lagged; supply tightens, prices may rise.
TrendForce research team provides the global monthly large-sized panel shipment tracker, helping clients take a glance at the most updated panel industry movements. Meanwhile, in addition to offering...
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...
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...
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...
TrendForce revises 2026 smartphone output upward, driven by demand pull-forward, not recovery; rising DRAM costs in 2027 risk deeper market contraction.
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
2Q26 foundry revenue rose broadly; overseas, China fab expansion should keep capacity tight, lifting full-year momentum.
Driven by surge in AI server demand, enterprise SSD shortages have catapulted average selling prices and gross margins to record highs, pushing the sector into a supercycle. Despite weakening consumer...
Provides the monthly shipment report of the global top 10 monitor SIs to keep clients updated on latest monitor shipment data. In addition to top 10 SIs' shipment volumes, sizes, units, and client str...
2026-2030 Global and Chinese NAND Flash Market Data
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...
Quarterly Smartphone Panel Shipment keeps track on global major panel makers’ shipment scale and movement on smartphone panels. This report specially provides analysis on ranges of delivered panel siz...
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
HBM supply expands as shares shift; 2026 is a pricing pause, 2027 brings a sharp ASP surge as HBM4 rises.
