Technology Roadmap

Near-Eye Display: Market Trends and Display Technology Development Analysis

Near-eye displays (NEDs) adopt different optical engine modules and display components due to variations in interaction functionality and immersive experience requirements across practical application...

03.Quarterly TV Market Update_4Q24

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Content: 1. 2023-2028F Global AI Server Market Supply and Demand Analysis 2. 2023-2028F Forecast for Global AI Server Market 3. Future Trends and Outlook for Key AI Server Supply Chain Development...

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

TrendForce indicates that heightened geopolitical tensions are driving IDMs to seize ""China for China"" opportunities through collaborations with Chinese foundries...

01.Quarterly Key Component Market Update_4Q24

Foundry Market Bulletin_20241209

Recent market rumors have been surrounding on Google’s deferred mass production for its next-gen TPU (TPU v7). According to TrendForce’s survey...

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...

NAND Flash Industry Analysis－4Q24

The NAND Flash market remains under challenges, where Capex continues to prioritize on the constructions of AI servers, which help leveling orders of enterprise SSD...

NAND Flash Market Bulletin_20241127

Negotiations for wafer contracts are currently underway having entered November, though suppliers, who are pressurized by both year-end sales and ascending inventory...

Foundry Market Bulletin_20241125

Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...

NAND Flash Market Bulletin_20241120

Regarding negotiations for contract prices of various NAND Flash products having entered mid-4Q24, both enterprise SSD and client SSD have reached their first edition of quotations...

Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

The global public charging market is undergoing rapid development with the growing adoption of NEVs, particularly in major markets like China, Europe, and the US. China’s, the world’s largest NEV mark...

NAND Flash Market Bulletin_20241113

Consumer products from various markets are seeing a QoQ improvement in sales performance after entering the festival season of 4Q24 thanks to e-commerce promotions...

Foundry Market Bulletin_20241111

Looking at changes to revenue generated by various nodes of TSMC in 3Q24, 7nm and below nodes, including 3nm, 5/4nm, and 7/6nm, have achieved a remarkable performance thanks to...

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

Content: 1. Global AI Server Market Forecast 2. Introduction of Transceiver 3. Transformation from Pluggable Transceiver Optics to CPO 4. Dynamics of the CPO Development 5. Key Takeaways