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...
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...
NVIDIA shipments stay Blackwell-led as Rubin's ramp slips into next year on HBM4 snags, keeping HBM the key bottleneck.
AI chip makers weigh downgrading HBM capacity, hitting capacity for KV cache, lifting offload memory demand, as 8hi stays mainstream.
Non-TSMC foundries head into 2027 with higher utilization, price hikes, and sustained strong revenue growth.
Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
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...
Geopolitical tensions and inflation are lifting costs and may weaken consumer demand. AI server high-end MLCC demand stays robust. Murata is exiting low-margin conventional MLCCs to focus on advanced...
AI server demand stays firm as CSPs order NVIDIA racks, Tier-2 centers gain share, and hyperscalers expand ASIC plans.
2027 NAND splits: enterprise SSDs surge on AI demand, while consumer products face price pressure from oversupply.
CSP QLC demand lifts ESSD contract prices; spot stays weak. Memory cost surge delays AI device capacity upgrades.
AI infra demand tightens DRAM supply; PC and mobile brands cut output and adopt alternatives memory sources amid mounting cost pressure.
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...
AI makes Japanese/Korean MLCC firms cut consumer capacity, allowing Chinese entry to global chains but they dominate servers.
AI servers continue to crowd out DRAM capacity, driving a supply-demand imbalance and price hikes that will persist into 2027. Impacted by skyrocketing component costs, global smartphone shipments are...
