Supply Chain

AI Server Boom Reshapes Global Supply Chain | TrendForce

AI Server Boom Reshapes Global Supply Chain

Aug 03, 2026 | PDF

Robust CSP capex drives AI server growth, led by NVIDIA racks, as ASICs, China's supply chain, and liquid cooling advance.

Capacity Rationalization by Taiwan’s Two Panel Giants to Reshape TV, Monitor, and Notebook Panel Supply by 2028, Says TrendForce | TrendForce

Capacity Rationalization by Taiwan’s Two Panel Giants to Reshape TV, Monitor, and Notebook Panel Supply by 2028, Says TrendForce

Aug 03, 2026 | PDF

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...

Monthly Smartphone Panel Price Book & Forecast  - Jul. 2026 | TrendForce

Monthly Smartphone Panel Price Book & Forecast - Jul. 2026

Jul 31, 2026 | 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...

MLCC Price Jul. 2026 | TrendForce

MLCC Price Jul. 2026

Jul 31, 2026 | PDF

Japanese and Korean makers shifting consumer MLCC capacity to AI create supply gaps, benefiting Taiwan and China suppliers with spillover orders and channel price hikes, while consumer demand stays pr...

Monthly Global TV Brands Shipment Tracker - Jul. 2026 | TrendForce

Monthly Global TV Brands Shipment Tracker - Jul. 2026

Jul 31, 2026 | ZIP

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

Humanoid Robot Market Bulletin - Jul. 30, 2026 | TrendForce

Humanoid Robot Market Bulletin - Jul. 30, 2026

Jul 30, 2026 | PDF

Agility Robotics unveils six policy proposals spanning manufacturing, supply chain, standards, talent, commercialization, and federal procurement, urging the US to counter China's humanoid lead.

AI Infra Market Bulletin – Jul. 30, 2026 | TrendForce

AI Infra Market Bulletin – Jul. 30, 2026

Jul 30, 2026 | PDF

Grid bottlenecks drive AI data centers to BTM power. Next-gen AI liquid cooling boosts thermal content per rack.

Enterprise SSD Contract Price 3Q26 | TrendForce

Enterprise SSD Contract Price 3Q26

Jul 29, 2026 | PDF

Global server demand remains solid, sustaining stable Enterprise SSD orders. As suppliers boost production, improved supply has eased urgent order pressures and moderated quarterly contract price incr...

Geopolitics & Lithography: China’s Impact on ASML | TrendForce

Geopolitics & Lithography: China’s Impact on ASML

Jul 29, 2026 | PDF

China's lithography drive poses little threat to ASML, but other mature-node process gains erode Western and Japanese rivals' revenue.

Kumamoto Quake Hits JASM Fab, Impact Limited | TrendForce

Kumamoto Quake Hits JASM Fab, Impact Limited

Jul 29, 2026 | PDF

A major quake hit TSMC's JASM fab in Kumamoto, forcing a brief halt, but damage looks contained and impact stays limited.

NB Set Market Bulletin Jul. 2026 | TrendForce

NB Set Market Bulletin Jul. 2026

Jul 29, 2026 | PDF

NB Set Market Bulletin is an appendix for notebook brands & ODM Shipment Tracker and it provides in-depth, text-based analysis focused on the global notebook (NB) market, capturing the latest developm...

Monthly Mobile PC ODM & Brand Shipment Tracker Jul. 2026 | TrendForce

Monthly Mobile PC ODM & Brand Shipment Tracker Jul. 2026

Jul 29, 2026 | ZIP

Notebook Brands & ODM Shipment tracker covers mainly the monthly ODM shipment of the top 7 NB ODM makers and quarterly shipment of top 6 NB brands.The data includes the actual shipment of the previous...

Monthly LCD TV Panel Supply Chain - Jun 2026 | TrendForce

Monthly LCD TV Panel Supply Chain - Jun 2026

Jul 28, 2026 | EXCEL

TrendForce research team provides the global LCD TV panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relations...

The Rise of EV Supply Chain Resilience: New Global Energy Landscape Amid Oil Crisis | TrendForce

The Rise of EV Supply Chain Resilience: New Global Energy Landscape Amid Oil Crisis

Jul 28, 2026 | PDF

The war between the US and Iran that broke out in 1H26 indirectly reshaped the global energy architecture. The conflict triggered a blockade of the Strait of Hormuz, pushing international oil prices a...

Monthly Notebook Panel Supply Chain - Jul 2026 | TrendForce

Monthly Notebook Panel Supply Chain - Jul 2026

Jul 27, 2026 | EXCEL

TrendForce research team provides the global NB panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relationship...

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