The latest Foundry Newsletter reports that leading wafer foundries have stabilized capacity due to major customer orders. Capacity utilization in the second half is better than expected. Focus is on e...
AI's surge is transforming data center storage. HDD faces high costs and long lead times due to new tech hurdles, creating a significant supply gap. This opens a key opportunity for QLC Nearline...
4Q25 memory prices continue upward. Strong AI demand from US CSPs and HDD shortages boosting enterprise NAND Flash are key. Suppliers prioritize profit, tightening old process supply.
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
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...
TrendForce notes surging AI inference drives high-capacity storage demand. HDD shortage pushes CSPs to Nearline SSDs. NAND Flash vendors accelerate QLC validation & expansion. Future sees...
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
Cloud demand tightens memory supply, boosting contract prices. Spot market is soft, yet prices rise. A slight shortage supports prices, but outlook is cautious due to policy shifts.
The NAND Flash market is reversing upwards, fueled by HDD shortages driving robust enterprise QLC SSD demand. Contract and spot prices are climbing. Suppliers prioritize QLC output and process upgrade...
NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 sp...
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...
TrendForce indicates AI-driven data explosion causes structural changes in data center storage. HDD shortage accelerates QLC SSD demand, especially high-capacity products. Despite cost considerations,...
Samsung leads in smartphone market share, but mid-to-low-end shipments decline due to economic factors and competition. In 2026, select flagship models will feature Exynos 2600, segmenting markets. LP...
4Q25 Server and Smartphone DRAM contract prices are rising. TrendForce will upgrade 2026 server and DRAM demand forecasts due to AI expansion and sovereign AI, anticipating higher bit growth and narro...
Nearline HDD shortages are driving QLC SSD demand. Suppliers foresee tight supply and rising NAND contract prices next year, despite spot market resistance. AI-driven data center needs make QLC SSD a...
