Supply Chain

PV Monthly Price Trend Plus - Nov. 2025 | TrendForce

PV Monthly Price Trend Plus - Nov. 2025

Nov 19, 2025 | EXCEL

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...

(Revised) Enterprise SSD Contract Price 4Q25 | TrendForce

(Revised) Enterprise SSD Contract Price 4Q25

Nov 19, 2025 | PDF

AI demand and HDD supply issues spur Enterprise SSD rush orders. Suppliers significantly boost 4Q25 contract prices, anticipating sustained tight supply and further increases. AI is redefining storage...

Monitor System Integrator Shipment Nov. 2025 | TrendForce

Monitor System Integrator Shipment Nov. 2025

Nov 17, 2025 | ZIP

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...

AI Optical Networks Evolution: 2025 Efficiency and Sustainability Insights | TrendForce

AI Optical Networks Evolution: 2025 Efficiency and Sustainability Insights

Nov 17, 2025 | PDF

The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-late...

CXMT: 2026 Output Growth & LPDDR4X Market Leadership | TrendForce

CXMT: 2026 Output Growth & LPDDR4X Market Leadership

Nov 13, 2025 | PDF

CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products req...

MLCC Market Bulletin - Nov. 12, 2025 | TrendForce

MLCC Market Bulletin - Nov. 12, 2025

Nov 12, 2025 | PDF

Q4 sees a polarized demand in the electronics sector:consumer weak, AI strong. Holiday stocking cools; suppliers pivot to 2026 AI. NVIDIA's new architecture boosts MLCC use. Capacitor price hikes cha...

2026 Global AI Server Market and Supply Chain | TrendForce

2026 Global AI Server Market and Supply Chain

Nov 05, 2025 | PDF

This report analyzes the global AI server market and supply chain, highlighting key players, tech shifts, and demand-capacity balance.

Monthly Panel Price Book Plus - 1H Nov. 2025 | TrendForce

Monthly Panel Price Book Plus - 1H Nov. 2025

Nov 05, 2025 | EXCEL

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...

Quarterly Smartphone Panel Shipment - 4Q25 | TrendForce

Quarterly Smartphone Panel Shipment - 4Q25

Nov 05, 2025 | ZIP

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...

NVIDIA Rubin GPU Liquid Cooling Revolution: Rise and Challenges of MCL Tech | TrendForce

NVIDIA Rubin GPU Liquid Cooling Revolution: Rise and Challenges of MCL Tech

Nov 04, 2025 | PDF

The rise of AI and HPC workloads has significantly increased GPU power consumption, from a few hundred watts to over 2,300W in the Rubin generation. This evolution has elevated cooling from a mere sup...

2026 Global AI Packaging: CoWoS vs EMIB Analysis | TrendForce

2026 Global AI Packaging: CoWoS vs EMIB Analysis

Nov 03, 2025 | PDF

AI-driven demand push chiplet-based packaging; EMIB costs less than CoWoS, signaling a move to modular, efficient interconnects.

MLCC Price Oct. 2025 | TrendForce

MLCC Price Oct. 2025

Oct 31, 2025 | PDF

Weak seasonal demand prompts conservative ODM stockpiling. US government shutdown and weak consumer sentiment dampen spending. China/global electronics orders slump; only AI server/MLCC orders hold. C...

Monthly Global LCD TV Brands Shipment Tracker - Oct. 2025 | TrendForce

Monthly Global LCD TV Brands Shipment Tracker - Oct. 2025

Oct 30, 2025 | ZIP

TrendForce research team provides yearly and quarterly shipment data and shipment forecast of the global LCD TV brand vendors, covering worldwide LED and 4K TV penetration rates, supply chain between...

Monthly Smartphone Panel Price Book & Forecast - Oct. 2025 | TrendForce

Monthly Smartphone Panel Price Book & Forecast - Oct. 2025

Oct 29, 2025 | ZIP

This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such a...

Enterprise SSD Contract Price 4Q25 | TrendForce

Enterprise SSD Contract Price 4Q25

Oct 28, 2025 | PDF

HDD shortages and surging AI demand are fueling enterprise SSD scarcity. Suppliers are aggressively raising 4Q25 contract prices over twenty percent, with increases continuing as CSPs prioritize suppl...

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