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15 October 2025
TrendForce’s latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed U.S. semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI. These conditions have prevented the expected decline in capacity utilization.
View More14 October 2025
TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options. Due to a notable supply shortage in the HDD market, NAND Flash vendors are fast-tracking their technological advancements and increasing production of ultra-high-capacity nearline SSDs, including 122TB and 245TB models, which helps mitigate previous concerns about long-term demand.
View More13 October 2025
TrendForce’s latest investigations reveal that the rapid expansion of AI server demand is propelling global cloud service providers (CSPs), such as Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu, to boost investments in NVIDIA’s rack-scale GPU solutions, data center expansion, and in-house AI ASIC design. Total CapEx from the eight major CSPs is expected to surpass US$420 billion in 2025, roughly equivalent to their combined spending in 2023 and 2024, marking a 61% YoY increase.
View More15 October 2025
TrendForce’s latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed U.S. semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI. These conditions have prevented the expected decline in capacity utilization.
View More14 October 2025
TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options. Due to a notable supply shortage in the HDD market, NAND Flash vendors are fast-tracking their technological advancements and increasing production of ultra-high-capacity nearline SSDs, including 122TB and 245TB models, which helps mitigate previous concerns about long-term demand.
View More13 October 2025
TrendForce’s latest investigations reveal that the rapid expansion of AI server demand is propelling global cloud service providers (CSPs), such as Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu, to boost investments in NVIDIA’s rack-scale GPU solutions, data center expansion, and in-house AI ASIC design. Total CapEx from the eight major CSPs is expected to surpass US$420 billion in 2025, roughly equivalent to their combined spending in 2023 and 2024, marking a 61% YoY increase.
View More24 September 2025
TrendForce’s recent research indicates that demand for LCD TV panels is expected to decrease in the fourth quarter of 2025. Leading panel manufacturers, such as BOE, CSOT, and HKC, intend to pause production at their major TV panel factories during China’s National Day holiday. TrendForce’s utilization rate model estimates that overall factory utilization in October is projected to fall by six percentage points compared with the levels planned by panel makers in August, declining to 79%.
View More19 September 2025
TrendForce’s latest investigations reveal that Meta has released its first mass-produced AR device—the Meta Ray-Ban Display Glasses—featuring LCoS display technology. This move is expected to boost LCoS’s share of AR displays to 13% by 2026. By contrast, single-panel full-color LEDoS is not expected to achieve major breakthroughs in technology and cost until 2028. Until then, competition between the two technologies is set to intensify.
View More19 August 2025
TrendForce’s latest investigations reveal that the anticipated launch of Apple’s first foldable device in the second half of 2026 is expected to lift foldable phone penetration from 1.6% in 2025 to over 3% in 2027. The evolution of foldable phones from multi-part hinge assemblies to integrated hinge designs, coupled with breakthroughs in materials, structures, and thickness, has enabled thinner and lighter devices. Among these advances, hinge technology has emerged as a key competitive focus.
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 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 More27 March 2025
TrendForce’s latest findings reveal that government incentives in China are boosting overall solar demand and creating a sense of supply tightness in the PV module market. This surge is expected to trigger a moderate demand peak in March and April 2025, likely pushing prices across the solar value chain higher in the second quarter.
View More13 March 2025
TrendForce’s latest research reveals that solid-state batteries are emerging as the next-generation battery technology with high commercial potential. Manufacturers across the U.S., Europe, and other global markets are accelerating large-scale production development and performance validation for automotive applications.
View More17 September 2025
Despite challenges from geopolitical tensions and tariff uncertainties, the global notebook market is showing signs of recovery in 2025. TrendForce reports that notebooks currently continue to enjoy U.S. tariff exemptions when imported from Southeast Asia. Combined with earlier supply chain relocation to the region in response to U.S. tariff measures under the Trump administration, production capacity has now gradually come online. This will help drive notebook shipments to grow by 2.2% YoY in 2025, surpassing 180 million units.
View More12 September 2025
TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments. While macroeconomic headwinds continue to dampen demand for consumer electronics, the upcoming peak season and e-commerce promotions are expected to support sequential growth through the second half of the year.
View More4 September 2025
Apple is set to unveil four flagship devices—the iPhone 17, the iPhone 17 Air (tentative name), iPhone 17 Pro, and iPhone 17 Pro Max. Beyond a refreshed design, the new lineup will feature enhancements in processor performance, thermal management, and imaging capabilities, all of which are expected to help stimulate demand. TrendForce projects that total shipments of the iPhone 17 series will rise by 3.5% compared with the iPhone 16 lineup in 2024, with the Pro series remaining the main sales driver. However, sluggish global economic conditions and the potential for higher prices on premium models may temper overall demand.
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 More10 September 2025
TrendForce’s latest report, “Global EV Inverter Market Data,” reveals that global installations of EV traction inverters reached 7.66 million units in 2Q25, up 19% YoY, buoyed by strong BEV sales. BEVs accounted for 52% of installations, once again taking the lead since 1Q24 and surpassing the combined share of hybrids, including HEVs, PHEVs, and REEVs.
View More3 September 2025
TrendForce’s latest report, “2025 Near-Eye Display Market Outlook and Technology Analysis,” reveals that the AR glasses market is gaining momentum in 2025 as international brands unveil prototypes and Meta prepares to launch its Celeste AR glasses. Combined with falling OLEDoS product prices, global AR shipments are expected to reach 600,000 units in 2025.
View More26 August 2025
NVIDIA’s newly launched Jetson Thor acts as the “physical intelligence core” of humanoid robots, integrating the Blackwell GPU and 128 GB of memory to deliver 2,070 FP4 TFLOPS of AI performance—7.5 times that of its predecessor, Jetson Orin. TrendForce reports that this leap is not just a numerical upgrade; it enables robots to process massive sensor data and LLMs in real time, allowing advanced humanoids to truly see, reason, and act. With companies such as Agility Robotics, Boston Dynamics, and Amazon adopting the platform and building ecosystems, the humanoid robot chip market is projected to surpass US$48 million by 2028.
View More17 October 2025
Polysilicon Supply, Demand & Inventory: Polysilicon inventories in the whole industry have now exceeded 410,000 tons, with a slight accu
View More16 October 2025
In today’s DRAM spot market, demand remains strong, with most inquiries focused on Micron’s DDR4 1Gx8-3200 chips. Factories are actively chasing prices, but with suppliers holding firm at high levels, buyers have temporarily pulled back, leaving overall transaction volumes limited. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 7.569, and the average
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