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"TrendForce reports AI drives higher NAND Flash transmission performance demands. Samsung, to seize AI edge computing opportunities, accelerates Hybrid Bonding adoption in its V9 (286L) product via YMTC patent authorization. While this technology shrinks die size, increases stack layers, and boosts wafer output, it requires significant Capex for new production lines. Due to NAND Flash oversupply and reduced Capex, Samsung scales down V9 production and postpones mass production to 2026. Short-term, Hybrid Bonding won't generate substantial output or market impact, nor change this year's price forecast. The NAND Flash industry faces the challenge of balancing competitiveness and avoiding oversupply.
As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...
According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...
The server market is experiencing robust growth, exceeding prior forecasts, fueled by surging AI-driven demand from North American and Chinese CSPs. This has led to increased server orders, particularly for AI servers and high-capacity DRAM modules. Geopolitical factors are also influencing procurement strategies. TrendForce projects a stabilization of server DRAM (DDR5) prices in Q2 2025, with potential price increases in Q3, driven by strong demand and limited supply, partly due to HBM production. Suppliers like SK hynix, Samsung, and Micron are adjusting production and pricing strategies accordingly. The overall outlook is positive, with server DRAM leading a potential broader DRAM market recovery. Key factors to watch include consumer demand recovery and HBM market dynamics.
In late February 2025, Figure AI released Helix, a general-purpose (“generalist”) VLA (Vision Language Action) model designed for humanoid robots. This model allows robots to perform actions based on visual identification of objects and environments along with received verbal commands. Helix boasts several innovations, including being the first VLA model to enable rapid and continuous control of a humanoid robot’s upper body, encompassing not only the wrists and fingers but also the torso and head. Furthermore, Helix facilitates cooperative systems among multiple robots. Figure AI’s demonstration video shows two robots working together to organize daily purchased items by picking and passing objects to each other. Helix learns all behaviors through a single neural network, eliminating the need for task-specific fine-tuning. It can grasp most household objects with just verbal commands and is designed to be embedded in low-power GPUs, granting it considerable deployment flexibility and making it already commercially viable to some extent.
With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...
TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI servers, both North American and Chinese CSPs are accelerating in-house ASIC development to improve performance, reduce costs, and lessen reliance on external suppliers. ASIC AI servers are projected to reach a 29% market share by 2028, with a market value of US$41 billion.
As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...
TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. Strong demand for high-end GPUs (including Hopper and Blackwell series) from hyperscale CSPs and enterprises fueled NVIDIA's overall revenue growth. The rise of DeepSeek will promote the development of edge AI inference servers and expand the scope of AI applications.
Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...
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