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...
TrendForce research team provides the global Monitor panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relation...
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...
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...
Global NEV sales dipped slightly in Q1 2026, with BEVs showing modest growth while PHEVs declined. Full-year growth is still expected to outpace traditional vehicles. China’s market slowed due to poli...
The global energy storage industry will reach a pivotal turning point in 2026. The explosive growth of artificial intelligence data centers (AIDC) is creating a lucrative, high-growth blue ocean for a...
Major foundries see rising utilization and pricing power, driven by front-loading demand and surging AI orders, lifting 2026 full-year outlook.
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
Micron heavily invested in its US facility to launch advanced-node production of legacy memory, targeting long-lifecycle sectors like automotive and aerospace. Echoing US manufacturing policies, this...
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...
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
US-Iran stalemate and rising inflation weaken consumer electronics demand, while AI server and data center investments remain the core driver for tech sector growth, creating a differentiated supply c...
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...
This report first explains why HBM plays a key role in the evolution of LLM and AIGC applications. It then examines the HBM upgrade roadmap and explores how heterogeneous memory integration strategies...
