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30 April 2026
TrendForce’s latest foundry industry findings point out that AI demand has surged rapidly since 2023, leading to capacity bottlenecks in 3 nm–2 nm wafers and 2.5D/3D advanced packaging. The shortage of CoWoS has persisted, extending upstream to production equipment and downstream to substrates, packaging materials, and other critical components.
View More29 April 2026
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.
View More28 April 2026
TrendForce’s latest research shows that the MLCC market in 2Q26 is showing a clear split between robust AI-driven demand and soft consumer demand. The U.S.–Iran conflict has pushed up oil and natural gas prices, driving higher energy and transportation costs. Consumer price indexes (CPI) across major economies rose in March, with inflation expected to intensify and weigh on end-market demand and corporate capital spending.
View More30 April 2026
TrendForce’s latest foundry industry findings point out that AI demand has surged rapidly since 2023, leading to capacity bottlenecks in 3 nm–2 nm wafers and 2.5D/3D advanced packaging. The shortage of CoWoS has persisted, extending upstream to production equipment and downstream to substrates, packaging materials, and other critical components.
View More28 April 2026
TrendForce’s latest research shows that the MLCC market in 2Q26 is showing a clear split between robust AI-driven demand and soft consumer demand. The U.S.–Iran conflict has pushed up oil and natural gas prices, driving higher energy and transportation costs. Consumer price indexes (CPI) across major economies rose in March, with inflation expected to intensify and weigh on end-market demand and corporate capital spending.
View More20 April 2026
TrendForce’s latest research indicates that the global market for AI-focused optical transceivers has entered a phase of rapid growth, with market size projected to expand from US$16.5 billion in 2025 to $26 billion in 2026, representing over 57% YoY growth. This surge is driven not only by specification upgrades but also reflects a broader structural reshaping of the optical communications supply chain amid accelerating AI data center deployment.
View More13 April 2026
TrendForce’s latest research on the display industry reveals that the foldable smartphone market is expected to see Apple enter as early as the second half of 2026, drawing significant attention to related technological advancements.
View More27 March 2026
Rising semiconductor foundry and outsourced semiconductor assembly and test (OSAT) costs since 2025, along with continued increases in precious metal prices, are placing growing cost pressure on display driver IC (DDIC) suppliers, according to the latest research from TrendForce. In response, some vendors have recently begun discussions with panel makers to evaluate the possibility of adjusting DDIC pricing.
View More26 March 2026
TrendForce’s latest findings show that global OLED monitor shipments hit 2.735 million units in 2025, a 92% YoY increase. This impressive growth was mainly fueled by aggressive promotional efforts by brands in the fourth quarter. Furthermore, 27-inch 240 Hz QHD models gained considerable popularity due to their excellent price-to-performance ratio, significantly increasing shipments. The launch of new 280 Hz models further energized the market.
View More4 March 2026
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.
View More24 February 2026
TrendForce’s latest analysis of the UV LED market reveals that increasing precious metal prices, rising raw material costs, and growing labor expenses are providing price support for UV LEDs in the first quarter of 2026. In particular, customized products are expected to see quarter-on-quarter price gains of up to 5%.
View More30 January 2026
TrendForce’s recent research on the near-eye display industry indicates that the growing convergence of AI and wearable devices has resulted in stronger-than-anticipated market response for Meta Ray-Ban Display Glasses. In the last six months, Meta has significantly increased orders for several key components. Driven by this strong backing from leading brands, TrendForce forecasts global AR glasses shipments will reach 950,000 units by 2026, a 53% YoY increase.
View More29 April 2026
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.
View More16 April 2026
TrendForce’s latest research on the lithium battery industry reveals that surging raw material prices in 1Q26 supported an upward trend in EV battery pricing through March, with average cell prices rising by 1–3% MoM. Among key products, pouch-type ternary cells increased to CNY 0.59/Wh, while square ternary and LFP cells reached CNY 0.58/Wh and CNY 0.38/Wh, respectively.
View More28 January 2026
The demand for solid-state batteries driven by humanoid robots is expected to hit 74 GWh by 2035, which is over 1,000 times higher than in 2026 Most humanoid robots today have a runtime of 2 to 4 hours; increasing their operating time depends on hot-swappable batteries or higher-energy-density batteries (e.g., solid-state batteries)
View More13 April 2026
TrendForce’s latest research on the display industry reveals that the foldable smartphone market is expected to see Apple enter as early as the second half of 2026, drawing significant attention to related technological advancements.
View More30 March 2026
Global notebook shipments are showing clear signs of further weakening, according to TrendForce’s latest findings on the notebook industry. Subsequently, TrendForce has revised its 2026 full-year shipment forecast downward from -9.2% to -14.8% YoY amid expectations of deteriorating end-market demand and rising supply chain costs, reflecting a deeper industry correction.
View More26 March 2026
TrendForce’s latest findings show that global OLED monitor shipments hit 2.735 million units in 2025, a 92% YoY increase. This impressive growth was mainly fueled by aggressive promotional efforts by brands in the fourth quarter. Furthermore, 27-inch 240 Hz QHD models gained considerable popularity due to their excellent price-to-performance ratio, significantly increasing shipments. The launch of new 280 Hz models further energized the market.
View More27 April 2026
Direct-to-Cell technology is rapidly maturing as global mobile communications standards 3GPP Release 17 and Release 18 continue to incorporate satellite communications. TrendForce’s findings indicate that satellite operators are shifting from traditional satellite broadband services to direct satellite connectivity for smartphones. The global market is projected to reach US$7.6 billion in 2026, representing approximately 49% YoY growth.
View More22 December 2025
TrendForce’s latest investigations indicate that rising demand for satellite constellation deployment, driven by Starlink expansion and the U.S. Space Force’s regular defense satellite launches, has prompted SpaceX to shift its focus from partially reusable rockets to fully reusable systems.
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 More9 April 2026
TrendForce’s latest in-depth report on humanoid robots reveals that the global industry is set to enter a critical phase of commercialization in the second half of 2026. In China, vendors are rapidly clarifying commercial use cases and scaling up production, which is expected to drive annual output growth up to 94% in 2026.
View More16 March 2026
TrendForce’s latest research on EV traction inverters reveals that strong growth in BEV sales in 4Q25 drove global traction inverter installations to around 9.65 million units, marking the highest level in nearly two years. The result reflects the continued shift toward vehicle electrification and the increasing adoption of electric drive systems per vehicle.
View More2 March 2026
TrendForce’s latest findings have revealed that global sales of NEVs, including BEVs, PHEVs, and FCVs, reached 20.53 million units in 2025, up 26% YoY.
View More4 May 2026
In the DRAM spot market today, overall momentum was subdued due to holidays in certain regions. Both inquiries and quotes from buyers and sellers were limited, resulting in poor transaction performance. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 32.400 and the average price of DDR4 512x8-2400/2666 stays at USD 7.180. The average price of DDR3 512x8-1600/1866
View More30 April 2026
Polysilicon Current polysilicon inventory remains above 520,000 mt. Approaching the International Workers’ Day holiday, combined with increa
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