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12 December 2025
TrendForce’s latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals. Revenue was primarily driven by advanced processes at 7 nm and below, with support from high-value wafers. Chinese foundries also expanded their business through supply-chain diversification. As a result, total revenue for the top 10 foundries increased by 8.1% QoQ to nearly US$45.1 billion.
View More11 December 2025
TrendForce’s latest investigations reveal that memory prices are projected to rise sharply again in the first quarter of 2026, exerting significant cost pressure on global end-device manufacturers. Consequently, smartphone and notebook brands are compelled to increase their product prices and reduce specifications. A further downward revision of shipment forecasts now seems unavoidable, with market resources becoming more concentrated among a few leading brands.
View More9 December 2025
H200’s performance significantly surpasses H20, making it an attractive option for China’s CSPs and OEMs if exports proceed as planned. The U.S. is expected to adopt an “N-1” or “N-2” export strategy for AI chips shipped to China, to ensure that global-market products retain a performance lead. China’s domestic AI chip market share is projected to reach 50% in 2026, supported by government policies and enterprise-level projects.
View More12 December 2025
TrendForce’s latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals. Revenue was primarily driven by advanced processes at 7 nm and below, with support from high-value wafers. Chinese foundries also expanded their business through supply-chain diversification. As a result, total revenue for the top 10 foundries increased by 8.1% QoQ to nearly US$45.1 billion.
View More9 December 2025
H200’s performance significantly surpasses H20, making it an attractive option for China’s CSPs and OEMs if exports proceed as planned. The U.S. is expected to adopt an “N-1” or “N-2” export strategy for AI chips shipped to China, to ensure that global-market products retain a performance lead. China’s domestic AI chip market share is projected to reach 50% in 2026, supported by government policies and enterprise-level projects.
View More5 December 2025
The enterprise SSD market experienced robust growth in the third quarter of 2025. TrendForce’s latest reports reveal that AI demand continued to expand from training to inference tasks. Meanwhile, North American CSPs simultaneously scaled out both AI infrastructure and general-purpose servers. This led to a significant boost in enterprise SSD shipments and prices, resulting in a 28% increase in combined revenue for the top five brands that reached approximately US$6.54 billion and set a new record for the year.
View More27 November 2025
TrendForce has identified 10 key technology trends that will define the tech industry's evolution in 2026. The highlights of these findings are outlined below:
View More26 November 2025
TrendForce’s latest report, “2025 Near-Eye Display Market Trend and Technology Analysis,” reveals that the rapid expansion of AR strategies by leading brands such as Meta, Apple, Amazon, and RayNeo is speeding up across various display technologies. LEDoS and LCoS are emerging as the fastest-growing segments, with projected 2025 penetration rates of 37% and 7%, respectively, and expected to increase to 65% and 11% by 2030.
View More10 November 2025
TrendForce’s latest investigations reveal that global shipments of smartphone panels reached 586 million units in the third quarter of 2025, up 8.1% QoQ and 5.3% YoY. This growth was driven by increased panel demand for the iPhone 17 series and new models from leading smartphone brands in the latter half of the year. AMOLED panels continued to see strong demand, while LCD panels remained stable for entry-level devices and replacement markets. For 2025, total smartphone panel shipments are forecast to reach 2.243 billion units, a 3.4% increase compared to 2024, marking a recent high in shipment levels.
View More9 September 2025
Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year. These milestone products mark Micro LED’s entry into key application segments. TrendForce believes their rollout will gradually boost the Micro LED chip market revenue, which is projected to reach US$461 million by 2029.
View More4 August 2025
San’an Optoelectronics and Lumileds announced on August 1st that San’an, along with foreign investors, will acquire 100% of Lumileds Holding B. for US$239 million in cash. TrendForce’s LED industry demand and supply database notes that Lumileds ranks among the world’s top seven LED packaging companies. The acquisition will help San’an gain entry into the international cross-licensing patent alliance led by Nichia, ams OSRAM, Cree LED, Lumileds, and Toyoda Gosei, while also leveraging Lumileds’ two-decade legacy in the global market.
View More29 May 2025
TrendForce’s latest report, “2025 Micro LED Display and Non-Display Application Market Analysis,” reveals that the current development of Micro LED technology in the display sector focuses on two key challenges: optimizing manufacturing costs through design and production improvements, and identifying unique niche markets.
View More27 November 2025
TrendForce has identified 10 key technology trends that will define the tech industry's evolution in 2026. The highlights of these findings are outlined below:
View More5 November 2025
Solid-state battery (SSB) development is rapidly transitioning from research to large-scale manufacturing. According to TrendForce’s latest reports, nearly 100 companies globally have announced plans to produce solid-state batteries, with a combined capacity surpassing 100 GWh. Some of this capacity, especially semi-solid batteries, has already begun mass production and reached the GWh scale.
View More31 July 2025
Solid-state batteries, hailed as the “dream battery” for their combination of high energy density and superior safety, are rapidly transitioning from concept to commercial reality thanks to recent technological breakthroughs and industrial progress. TrendForce reports that nearly 100 companies worldwide are racing to commercialize solid-state batteries, with the majority focusing on sulfide-based solid electrolytes.
View More11 December 2025
TrendForce’s latest investigations reveal that memory prices are projected to rise sharply again in the first quarter of 2026, exerting significant cost pressure on global end-device manufacturers. Consequently, smartphone and notebook brands are compelled to increase their product prices and reduce specifications. A further downward revision of shipment forecasts now seems unavoidable, with market resources becoming more concentrated among a few leading brands.
View More8 December 2025
TrendForce’s recent research indicates that high-speed optical interconnects are now central to performance and scalability, especially as AI data centers grow into large clusters. The report predicts that worldwide shipments of optical transceivers of 800G and higher will hit 24 million units in 2025, then jump by 2.6 times to nearly 63 million units in 2026.
View More4 December 2025
TrendForce’s latest research indicates that the smartphone market entered its peak season in the second half of the year, with new product launches further boosting output. In 3Q25, global smartphone production hit 328 million units, representing a 9% QoQ growth and a 7% YoY rise. These numbers highlight a distinct seasonal uptick.
View More19 May 2025
TrendForce reports that leading global telecom providers such as SK Telecom and Deutsche Telekom are rolling out Agentic AI services for general users as generative AI becomes increasingly integrated into daily life in 2025. With telecom providers and major CSPs continuing to expand their data center infrastructure, Data Center Interconnect (DCI) technology is gaining significant traction. The global DCI market is projected to grow 14.3% YoY in 2025 to surpass US$40B.
View More5 March 2025
TrendForce’s latest report, “Breakthrough Opportunities in the 5G Era: Global Telecom FWA Deployment and Business Prospects for Taiwanese Manufacturers,” shows the global fixed wireless access (FWA) market is projected to grow 33% YoY, reaching US$72 billion in 2025.
View More21 November 2024
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
View More9 December 2025
Major economies globally are advancing humanoid robot development. Japan is focusing on improving essential components like actuators, sensors, and control systems to increase the entry barrier. In contrast, the U.S. and China are rapidly rolling out end-to-end humanoid products. Since these regions focus on different application scenarios, their humanoid robot industries are likely to reach key turning points in 2026.
View More27 November 2025
TrendForce has identified 10 key technology trends that will define the tech industry's evolution in 2026. The highlights of these findings are outlined below:
View More24 November 2025
TrendForce’s latest investigations reveal that global NEV sales hit 5.39 million units in the third quarter of 2025, showing a 31% YoY growth. BEVs made up 3.71 million units, with a notable 48% YoY growth, while PHEVs reached 1.67 million units, marking a 4% increase year over year.
View More12 December 2025
In today’s DRAM spot market, demand for DDR4 1Gx8-3200 branded chips continued, with buyers showing strong willingness to purchase. The limited spot quantities released by suppliers were quickly taken up, driving prices noticeably higher. However, overall transaction volumes still failed to expand. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 18.600, and
View More12 December 2025
Polysilicon Supply–demand dynamics: The market is currently showing a pattern of seeing weak demand but rising supply. On the demand side, d
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