Raw material prices rise due to energy transition, geopolitics, tariffs, and AI demand, impacting electronic costs. AI infrastructure orders are strong, boosting high-end MLCC shipments, but ICT order...
Driven by structural cuts in mature process capacity and stable niche demand, Jan 2026 SLC and MLC prices rose significantly. With supply shortages expected to persist, the market outlook remains bull...
Contract price forecasts were raised sharply, led by PC DRAM, with further upside potential. High spot costs stalled advanced chip trading, shifting demand to mature products. CXMT is accelerating pro...
Contract prices remain high due to suppliers' profit focus; spot prices are rising, but trading is flat as sellers hold firm. YMTC is poised for significant market share growth through capacity e...
Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As...
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...
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...
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...
Driven by robust demand for AI servers and high-performance computing, the memory market has entered a super-cycle of price hikes starting from 2H25. Escalating memory costs are forcing brands to rais...
In 2026, benefiting from strong capital expenditure by North American CSPs, AI server shipments and revenue share are expected to rise significantly, driving supply chain expansion and the development...
The upward trend in memory prices persists into 1Q26, with no clear signals of a cessation appearing so far for the year. Amidst this super-cycle of price hikes, although smartphone brands have strugg...
Driven by policy, Chinese firms accelerate HBM development to support domestic AI chips. CXMT targets advanced nodes while JHICC focuses on mature processes. Both face technical hurdles and are in ear...
Global political and economic turbulence marks the start of 2026. CES unveils the era of Embodied AI. While AI thrives in robotics and autonomous driving, consumer electronics grapple with tariffs and...
AI infrastructure upgrades are driving structural memory demand, making DRAM and NAND Flash critical resources. Heavy CSP investment is pushing prices and revenue to record highs. With persistent shor...
