This monthly report focuses on part one of the marine lighting market. It explores the 2026 global shipbuilding supercycle and green low-carbon upgrad...
Major economies face mounting debt and inflation, curbing Q4 consumer electronics demand. Yet AI servers are expanding needs for high-capacitance MLCC...
Samsung speeds 8-inch cuts, plans 2027 hikes; AI demand lifts mature nodes as SMIC, Nexchip, HuaHong raise prices, expand. Key Highlights Sam...
HBM shortages push AI chipmakers to cut stack heights, making 8hi mainstream from 2H27 while 12hi share declines. Key Highlights Spec Shift: ...
With our expertise in the memory market, this provides a comprehensive analysis and forecast on HBM market share, ASP, wafer capacity, demand consumpt...
TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exce...
