Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.
TrendForce research team provides the quarterly large-sized panel market updates, which is consisted of the synthetic analysis of industry developments. In addition to profound studies on panel demand...
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...
Driven by AI infrastructure, major DRAM makers shift capacity to advanced nodes, tightening mature processes. To secure supply and control costs, brands downgrade to older generation consumer DRAM, sh...
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...
Quarterly TV Market Update offers a profound analysis based on market information, such as shipment data, product size changes, supply chain structures new product developments and hot topics to keep...
Amidst the AI boom, major memory chipmakers are accelerating the reallocation of production capacity toward high-end AI specifications, plunging low-to-mid-range smartphones into an LPDDR4X supply sho...
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...
HBM 2027 supply talks remain unresolved as suppliers push for steep price hikes; NVIDIA's SOCAMM adjustment reflects supply constraints, not demand reduction.
Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.
Strong AI demand concentrates high-end MLCC specifications while weak consumer electronics shift capacity toward AI servers. CSP custom ASICs trigger frequent design changes, tightening supply and ext...
Driven by the surge in AI applications and long-term cloud contract lock-ins, enterprise SSD demand is exceptionally strong. Conservative capacity expansion has created a structural imbalance, with su...
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...
Beyond full-rack solutions, NVIDIA is also actively promoting its standalone Vera CPU to capture the AI inference market. However, given the LPDRAM supply bottleneck, NVIDIA has decided to reduce the...
