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3 August 2026
Taiwan’s leading display manufacturers are accelerating factory divestments as they shift away from competing on production scale toward a strategy focused on high-value-added products.
View More3 August 2026
Surging investment in AI infrastructure is expected to drive the combined CapEx of the world’s nine largest CSPs up by approximately 90% YoY in 2026, according to TrendForce’s latest AI server research.
View More30 July 2026
TrendForce’s latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027. However, market dynamics are expected to diverge between DRAM and NAND Flash.
View More3 August 2026
Surging investment in AI infrastructure is expected to drive the combined CapEx of the world’s nine largest CSPs up by approximately 90% YoY in 2026, according to TrendForce’s latest AI server research.
View More30 July 2026
TrendForce’s latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027. However, market dynamics are expected to diverge between DRAM and NAND Flash.
View More28 July 2026
According to TrendForce’s latest MLCC industry survey, robust AI demand drove June 2026 shipments from the top three Japanese and Korean suppliers—Murata, Samsung Electro-Mechanics (SEMCO), and Taiyo Yuden—to a five-year monthly high. Concurrently, a sustained spillover of consumer-grade MLCC orders is benefiting distribution channels and suppliers in Taiwan and mainland China, thereby driving up their quotes.
View More3 August 2026
Taiwan’s leading display manufacturers are accelerating factory divestments as they shift away from competing on production scale toward a strategy focused on high-value-added products.
View More29 June 2026
TrendForce's latest AMOLED technology and market report reveals that Apple plans to gradually adopt OLED panels capable of achieving 95% coverage of the BT.2020 color gamut across future MacBook Pro, iPad Pro, and iMac product lines.
View More18 June 2026
TCL CSOT is aggressively promoting inkjet-printed OLED (IJP OLED) technology as a means of entering the OLED monitor and notebook panel supply chain, according to TrendForce’s findings. Its Gen 5.5 IJP OLED production line has already reached volume production and successfully commercialized medical display panels, while validation programs for branded monitor and notebook products are currently underway. The company’s progress could potentially challenge the long-standing dominance of Korean panel makers in the OLED industry.
View More11 May 2026
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.
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 More24 June 2026
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.
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 More1 July 2026
Apple's decision to raise prices across the entire MacBook lineup has reshaped market expectations, according to TrendForce’s latest notebook market research. Even premium brands are now being forced to pass part of their rising costs on to consumers, reinforcing expectations of higher notebook prices and making consumers more cautious about upgrading their devices.
View More29 June 2026
TrendForce's latest AMOLED technology and market report reveals that Apple plans to gradually adopt OLED panels capable of achieving 95% coverage of the BT.2020 color gamut across future MacBook Pro, iPad Pro, and iMac product lines.
View More9 June 2026
TrendForce’s latest figures reveal that global smartphone production reached around 284 million units in the first quarter of 2026, marking a 1.7% YoY decline. Despite a sharp rise in memory prices since the second half of 2025, the effect on production was minimal because brands still held inventories of cheaper memory components. Additionally, consumer expectations of higher prices in the future have helped sustain short-term demand, cushioning the impact of rising memory costs on production during the quarter.
View More8 June 2026
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).
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 More15 July 2026
TrendForce’s latest research on the robotics industry reveals that companion robots have evolved well beyond their original role in elderly care and therapeutic applications pioneered by Japan.
View More23 June 2026
TrendForce's recent report on EV traction inverters shows that in the first quarter of 2026—usually the industry's slowest season—global installations hit around 6.82 million units, a 1.9% increase from 6.69 million units in the same period of 2025. These figures suggest that the electrification push continues strongly despite lower seasonal demand, highlighting the EV market's resilience.
View More27 May 2026
According to the latest research by global market intelligence firm TrendForce, global sales of new energy vehicles (NEVs)—including battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hydrogen fuel cell vehicles—reached 3.94 million units in 1Q26, marking a 2% YoY decline. NEVs accounted for 19% of global car sales during the quarter. China’s NEV market underperformed, but Western Europe showed signs of recovery, and BEV sales in Japan and South Korea also recorded significant growth.
View More3 August 2026
In today's DRAM spot market, demand was intermittent. There were some inquiries for DDR5, and although buyers raised their target prices, insufficient market supply led suppliers to hold firm on quotes and remain reluctant to sell, leaving transactions limited. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 stays at USD 42.112 and the average price of DDR4 512x8-2400/2666
View More3 August 2026
Taiwan’s leading display manufacturers are accelerating factory divestments as they shift away from competing on production scale toward a s
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