• Server CPU Shipments Projected to Grow Over 40% YoY in 2027, with ARM-Based Products Continuing to Gain Market Share, Says TrendForce


    TrendForce’s latest AI server industry research indicates that demand for server CPUs has grown steadily since the second half of 2025 as AI server providers


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  • Optical Fiber Spot Prices Surge Severalfold in 2026, with Data Center-Driven Supply Shortages Expected to Persist Through 2028, Says TrendForce


    AI data centers, data center interconnects, and high-capacity backbone network deployments are driving rising demand for optical fiber. According to TrendForce’s latest telecommunications industry research, this is expected to lead to a


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Press Releases

29 October 2026

New MacBook Pro Enters Market; Global OLED Notebook Shipments Forecast to Grow Over 40% YoY in 2027, Says TrendForce

Apple’s newly unveiled MacBook Pro with PROLED XDR Display marks a significant milestone in the evolution of MacBook display technology and user experience, becoming the first model in the lineup to feature a tandem OLED touchscreen.

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29 October 2026

AI Inference Drives CPU and DDR5 Demand, with High-Capacitance MLCC Shortages Expected to Persist Through 1H27, Says TrendForce

TrendForce's latest MLCC industry research shows that the rapid evolution of AI applications from model training to inference and AI agents is driving a new wave of CPU demand. Since each CPU requires accompanying power modules and DDR5 memory, the proliferation of these components is driving a substantial increase in high-capacitance MLCC requirements across CPU motherboards and memory modules. This is placing mounting pressure on the supply of standard high-capacitance MLCCs.

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28 October 2026

iPhone Duo Launch Sparks Strong Demand, but Fold-Area Structural Reliability and Hardware–Software Integration Remain Challenges, Says TrendForce

Less than a week after Apple opened preorders for its first foldable smartphone—the iPhone Duo—its official website was already showing delivery dates extending into January 2027 for some orders.

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29 October 2026

AI Inference Drives CPU and DDR5 Demand, with High-Capacitance MLCC Shortages Expected to Persist Through 1H27, Says TrendForce

TrendForce's latest MLCC industry research shows that the rapid evolution of AI applications from model training to inference and AI agents is driving a new wave of CPU demand. Since each CPU requires accompanying power modules and DDR5 memory, the proliferation of these components is driving a substantial increase in high-capacitance MLCC requirements across CPU motherboards and memory modules. This is placing mounting pressure on the supply of standard high-capacitance MLCCs.

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22 October 2026

Server CPU Shipments Projected to Grow Over 40% YoY in 2027, with Arm-Based Products Continuing to Gain Market Share, Says TrendForce

TrendForce’s latest AI server industry research indicates that demand for server CPUs has grown steadily since the second half of 2025 as AI service providers actively introduce AI agent applications. Server CPU shipments are projected to increase 31% YoY in 2026.

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19 October 2026

Optical Fiber Spot Prices Surge Severalfold in 2026, with Data Center-Driven Supply Shortages Expected to Persist Through 2028, Says TrendForce

AI data centers, data center interconnects, and high-capacity backbone network deployments are driving rising demand for optical fiber. According to TrendForce’s latest telecommunications industry research, this is expected to lead to a global supply shortfall of 180 million fiber-kilometers in 2026.

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29 October 2026

New MacBook Pro Enters Market; Global OLED Notebook Shipments Forecast to Grow Over 40% YoY in 2027, Says TrendForce

Apple’s newly unveiled MacBook Pro with PROLED XDR Display marks a significant milestone in the evolution of MacBook display technology and user experience, becoming the first model in the lineup to feature a tandem OLED touchscreen.

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28 October 2026

iPhone Duo Launch Sparks Strong Demand, but Fold-Area Structural Reliability and Hardware–Software Integration Remain Challenges, Says TrendForce

Less than a week after Apple opened preorders for its first foldable smartphone—the iPhone Duo—its official website was already showing delivery dates extending into January 2027 for some orders.

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21 September 2026

Rising Costs and Weakening Demand Push Large-Generation Panel Fab Utilization Down to 79.6% in October, Says TrendForce

TrendForce’s latest display panel industry research reveals that surging AI demand is crowding out upstream material capacity for the panel industry, which is expected to drive total TV panel costs up 4–7% QoQ in 4Q26. Additionally, downstream customers are facing mounting cost pressure, while peak-season inventory build-up largely concluded in the third quarter. As a result, TV panel demand by unit is projected to decline 4% QoQ in 4Q26.

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8 October 2026

Six Leading Suppliers Bet on VCSEL NPO; VCSEL Demand Projected to Reach 650 Million Units by 2031, Says TrendForce

TrendForce’s latest report, “2027 Infrared Sensing and Optical Communication Market Trend”, shows that rapidly growing demand for data transmission in expanding data center networks is increasing interest in VCSEL-based near-packaged optics (NPO). This technology is favored for its low power usage, easier maintenance, and a mature supply chain. Major companies like Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are investing heavily in R&D.

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11 May 2026

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce

LED

TrendForce’s latest research into the Micro LED industry highlights how generative AI is driving rapid growth in demand for high-speed optical communications. Micro LED technology offers power consumption as low as 1–2 pJ/bit and ultra-low bit error rates (BER) of ≤10⁻¹⁰. It’s also emerging as one of the three major short-distance, high-speed intra-rack transmission solutions for scale-up data center networks, alongside active electrical cables (AEC) and VCSEL-based near-packaged optics (VCSEL NPO). As a result, TrendForce projects that the Micro LED CPO optical transceiver market will reach US$848 million by 2030.

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4 March 2026

Power Consumption Reduced to 5% of Copper Cables as Micro LED CPOs Open New Path for Data Center Interconnects, Says TrendForce

LED

The rapid rise of generative AI is driving continuous growth in demand for high-speed data transmission in data centers. Copper cable solutions, traditionally used for short-distance intra-rack interconnects, are increasingly facing challenges in both transmission density and energy efficiency.

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12 August 2026

ASSBs Enter Engineering Validation Phase as Japanese, Korean, and Chinese Suppliers Accelerating Auto Testing and Broaden beyond Auto to New Frontiers, Says TrendForce

TrendForce’s latest “Quarterly Report on Developments in Global SSB Industry, 2Q26” reveals that the all-solid-state battery (ASSB) sector has reached an important stage of engineering validation in 2026. Companies including Toyota, Honda, Nissan, and Samsung SDI are slightly ahead in small-scale ASSB pilot production. Moreover, Japanese suppliers have already verified key automotive-grade performance metrics and are speeding up the assessment of ASSB modules for vehicle use.

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24 June 2026

Japan Accelerates Development of ASSBs and Supply Chain Buildout, with Government Subsidies Reaching $660 Million, Says TrendForce

TrendForce's latest “2Q26 Global Solid-State Battery Industry Development Quarterly Report” reveals that the Japanese government has significantly expanded support for next-generation battery technologies in recent years.

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29 April 2026

Global Solid-State Battery Funding Exceeds US$1.3 Billion in 2025–1Q26, Advancing Toward Pre-Commercialization, Says TrendForce

The global solid-state battery (SSB) sector recorded over 57 financing deals between 2025 and 1Q26, with 46 companies securing new funding, according to TrendForce’s latest “Global Solid-State Battery Industry Development Report (1Q26)”. Total disclosed financing exceeded US$1.3 billion (approximately CNY 9.7 billion), with technology development primarily focused on sulfide-based and polymer/oxide composite electrolytes.

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29 October 2026

New MacBook Pro Enters Market; Global OLED Notebook Shipments Forecast to Grow Over 40% YoY in 2027, Says TrendForce

Apple’s newly unveiled MacBook Pro with PROLED XDR Display marks a significant milestone in the evolution of MacBook display technology and user experience, becoming the first model in the lineup to feature a tandem OLED touchscreen.

View More

28 October 2026

iPhone Duo Launch Sparks Strong Demand, but Fold-Area Structural Reliability and Hardware–Software Integration Remain Challenges, Says TrendForce

Less than a week after Apple opened preorders for its first foldable smartphone—the iPhone Duo—its official website was already showing delivery dates extending into January 2027 for some orders.

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8 October 2026

Rising Costs Threaten Notebook Demand in 2027, Raising Risks of Shipment Declines and Price Increases, Says TrendForce

TrendForce's latest notebook industry research reveals that the primary risk facing the market in 2027 is expected to shift from supply constraints to the impact of rising costs on demand. Global notebook shipments are currently projected to decline by a low-single-digit percentage in 2027.

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19 October 2026

Optical Fiber Spot Prices Surge Severalfold in 2026, with Data Center-Driven Supply Shortages Expected to Persist Through 2028, Says TrendForce

AI data centers, data center interconnects, and high-capacity backbone network deployments are driving rising demand for optical fiber. According to TrendForce’s latest telecommunications industry research, this is expected to lead to a global supply shortfall of 180 million fiber-kilometers in 2026.

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11 August 2026

Starlink V3 Deployment to Drive Launch Demand, Global Satellite Launch Market Expected to Reach US$40.4 Billion by 2028, Says TrendForce

TrendForce’s latest research into the satellite industry reveals that Starlink has recently deployed its first batch of V3 satellites. The new satellites, featuring a 2,048-element phased-array antenna and operating at a lower orbital altitude, deliver ultra-low-latency broadband connectivity and direct-to-cell (D2C) services.

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8 June 2026

SpaceX IPO Momentum to Drive Global Satellite Industry Output Value to $447 Billion by 2027, as Taiwanese Firms Target Satellite Communications and AI Space Computing Opportunities, Says TrendForce

SpaceX’s upcoming IPO plans have become a significant market focus, driven by rising global demand for satellite broadband, direct-to-cell (DTC) connectivity, and AI computing. According to TrendForce, SpaceX is expanding its satellite broadband coverage and aggressively entering new sectors such as DTC services, AI space computing, and space-based solar power (SBSP).

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15 October 2026

Meta and Chinese Brands Drive Doubling of AR Glasses Shipments, 2026 Forecast Expected to Reach 1.31 Million Units, Says TrendForce

TrendForce’s latest report, “2026 Near-Eye Display Market Trends and Technology Analysis,” highlights how AR glasses are gradually transitioning from proof-of-concept products to the consumer market. Stronger-than-expected growth momentum for Meta’s Ray-Ban Display glasses has drawn more consumer attention to AR glasses, prompting brands and supply chain players to accelerate product development.

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25 August 2026

Global NEV Sales Rise 10.4% YoY in 2Q26; Overseas Expansion Becomes Key to Chinese Automakers’ Competitiveness, Says TrendForce

TrendForce’s latest EV industry research reveals that global sales of NEVs—BEVs, PHEVs, and fuel cell vehicles—reached 5.37 million units in the second quarter of 2026, up 10.4% YoY. Including HEVs, these four categories accounted for a record-high 33.2% of global vehicle sales in the quarter.

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19 August 2026

China’s Humanoid Robot Market to Reach CNY 15 Billion in 2026 as Commercial Validation Begins, Says TrendForce

TrendForce’s latest robotics industry research reports that humanoid robots in China are beginning to be deployed across a wider range of applications—automotive, 3C electronics, aerospace, logistics, and energy—putting their commercial viability to the test. The 2026 World Robot Conference (WRC), opening on August 19, will introduce a “Procurement Day” for the first time, bringing together procurement negotiations and industry supply chain matchmaking. This reflects a shift in industry focus from technology demonstrations toward actual demand.

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In-Depth Analyses

28 October 2026

Daily Express Otc.28,2026 Spot Market Today

In today's DRAM spot market, market activity remains sluggish, with only a few inquiries for branded DDR5 chips. Suppliers take the opportunity to raise their quotes, while buying acceptance remains relatively limited, resulting in unsatisfactory trading conditions. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 46.864, and the average price of DDR4 512x8-240

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27 October 2026

Daily Express Otc.27,2026 Spot Market Today

In today's DRAM spot market, market activity remains quiet. Factories maintain a strong wait-and-see attitude toward market conditions, with no improvement in the pace of inventory sales. Demand remains limited, and overall prices continue to fluctuate. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 47.043, and the average price of DDR4 512x8-2400/2666 rises

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Daily Express Otc.23,2026 Spot Market Today

23 October 2026

Taiwan public holiday. The market closed.


Daily Express Otc.22,2026 Spot Market Today

22 October 2026

In today's DRAM spot market, market activity remains quiet. Quotes for some chip capacities edge down amid selling pressure from suppliers, while buyers show no willingness to make purchases, leaving overall trading conditions sluggish. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 47.000, and the average price of DDR4 512x8-2400/2666 rises to USD 18.640. Th


Daily Express Otc.21,2026 Spot Market Today

21 October 2026

In today's DRAM spot market, a strong wait-and-see attitude continues to prevail, with only sporadic inquiries for branded DDR5 chips. Some deals are concluded at relatively low prices, but trading volume remains limited, and overall spot prices show mixed movements. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 46.786, and the average price of DDR4 512x8-24



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