Middle East stalemate and inflation pressures drive OEMs to pull forward shipments for market share, yet pricing strategies diverge. Global economy faces systemic risks, prolonging high rates and shif...
The surging AI server demand for low-power memory has triggered a severe capacity squeeze. Smartphone brands have lost their procurement bargaining power and are facing high cost pressures. To navigat...
Contract price hikes slow, yet LTAs/prepayment lock profit. Spot drops on weak demand. TCO-led CXL complements RDIMM.
Supported by AI demand, the contract market remains stable, while the spot market is experiencing a stalemate. Due to conservative expansion strategies by suppliers, NAND capacity growth remains slow....
Taiwanese foundries face structural shifts: TSMC consolidates 12" mature nodes, UMC hikes 8" prices, VIS pivots to PMICs, and PSMC moves to high-value processes amid supply-demand restructuring.
Rising oil prices and shipping costs heighten inflation risks amid prolonged geopolitical conflicts, potentially leading to global recession and monetary tightening. ICT stockpiling turns conservative...
AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies.
NAND Flash supplier inventory hits multi-quarter lows; strong AI server demand and strict capacity control drive sharp contract price hikes expected in 2Q26.
DRAM supply remains tight across segments; contract prices rise in 2Q26, led by mobile DRAM, as buyers rush to replenish amid shrinking supplier inventory.
On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑...
In mid-March, Samsung released its 2Q26 quotes ahead of schedule, with price hikes far exceeding market expectations. TrendForce believes this move is primarily aimed at accelerating downward revision...
Tight supply drastically boosts memory contract prices, though spot markets stall. Meanwhile, novel AI inference processors demand massive server memory, fundamentally driving strong future market gro...
The global SiC market is transitioning from capacity expansion to technical upgrades. Driven by the adoption of high-voltage EV platforms, the industry focus is shifting from innovation to cost and sc...
The AI application boom is prompting major suppliers to accelerate the phase-out of legacy MLC production lines to shift toward advanced processes, leading to a severe supply gap. Constrained by exten...
Driven by enterprise solid-state drive demand and cloud long-term contracts, supplier contract quotes surged strongly, whereas spot markets weakened amid stagnant buying. NVIDIA's next-generation data...
