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9 January 2026
TrendForce’s latest investigations indicate that total global traction inverter installations for EVs1 reached 8.35 million units in 3Q25, representing a 22% increase YoY, driven by ongoing growth in the NEV2 market. BEVs and PHEVs were the main contributors to this expansion, with installation increases of 36% and 13.6%, respectively.
View More8 January 2026
TrendForce’s recent investigations indicate that Nvidia has revised the HBM4 specifications for its Rubin platform in 3Q25, raising the required per-pin speed to above 11 Gbps. This change has necessitated that the three major HBM suppliers modify their designs.
View More7 January 2026
TrendForce’s recent research indicates that as major international NAND Flash producers reduce or halt MLC NAND Flash output and redirect their capital and R&D investments toward advanced process tech, the worldwide MLC NAND Flash capacity is expected to decrease by 41.7% YOY in 2026, leading to increased supply-demand discrepancies.
View More8 January 2026
TrendForce’s recent investigations indicate that Nvidia has revised the HBM4 specifications for its Rubin platform in 3Q25, raising the required per-pin speed to above 11 Gbps. This change has necessitated that the three major HBM suppliers modify their designs.
View More7 January 2026
TrendForce’s recent research indicates that as major international NAND Flash producers reduce or halt MLC NAND Flash output and redirect their capital and R&D investments toward advanced process tech, the worldwide MLC NAND Flash capacity is expected to decrease by 41.7% YOY in 2026, leading to increased supply-demand discrepancies.
View More5 January 2026
Conventional DRAM contract prices in 1Q26 are forecast to rise 55–60% QoQ, while NAND Flash prices are expected to increase 33–38% QoQ The DRAM supply-demand gap continues to widen as U.S.-based CSPs lock in capacity, forcing other buyers to accept higher prices; server DRAM prices are projected to surge by more than 60% QoQ NAND Flash demand is increasingly polarized between consumer and AI applications, with enterprise SSDs becoming the largest segment; client SSD prices are forecast to rise by over 40%
View More6 January 2026
TrendForce’s latest investigation indicates that with the Lunar New Year in February, China’s top three LCD TV panel makers—BOE, TCL CSOT, and HKC—are planning to suspend production at downstream module facilities for five to ten days to cut labor costs and avoid rising inventories. Front-end fabs will also reduce their output accordingly. As a result, LCD TV panel utilization rates for 1Q26 are projected to drop by 3.5 percentage points QoQ to 87.7%, leading the market towards a tighter supply-demand balance.
View More29 December 2025
The Shanghai Stock Exchange has recently approved SeeYA’s IPO application. The company intends to raise CNY 2.015 billion to increase its OLEDoS display production capacity and expand its R&D center. TrendForce reports that demand for OLEDoS micro-displays, driven by near-eye devices such as AR, VR, and MR, is projected to reach 31.5 million units by 2030, with a CAGR of 81% from 2025 to 2030.
View More19 December 2025
On December 16, PlayNitride Technologies announced that its board approved the acquisition of Lumiode Inc., a U.S.-based company, for US$2 million. TrendForce reports that Lumiode—a decade-old company—has complementary technologies and patents that will help PlayNitride expand its intellectual property portfolio and improve access to North American customers and sales channels. This acquisition is expected to enhance PlayNitride’s global competitiveness in near-eye display applications and in medical and other non-display markets.
View More31 December 2025
TCL Technology recently announced that its subsidiary TCL CSOT had successfully acquired an 80% equity stake—along with creditor rights—in Prima. This transaction marks TCL CSOT’s formal entry into the LED chip segment. It represents a critical step toward completing a vertically integrated supply chain spanning from LED chips to Mini LED video wall applications.
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 More15 December 2025
TrendForce’s latest “Lithium Battery Industry Chain Monthly Price Report” indicates that China’s EV battery market stayed strong in November 2025. Despite the usual off-season, automakers' continued aggressive stocking kept demand high.
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 More30 December 2025
2026 global notebook shipments revised down to a 5.4% YoY decline, with downside risk expanding to a 10.1% contraction Apple and Lenovo are better positioned to stabilize shipments thanks to supply-chain strength, product mix, and pricing strategies Notebook LCD panel shipments to weaken in 2026; OLED panel growth expected to slow
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 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 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 More9 January 2026
TrendForce’s latest investigations indicate that total global traction inverter installations for EVs1 reached 8.35 million units in 3Q25, representing a 22% increase YoY, driven by ongoing growth in the NEV2 market. BEVs and PHEVs were the main contributors to this expansion, with installation increases of 36% and 13.6%, respectively.
View More17 December 2025
TrendForce’s latest investigations indicate that the rapid acceleration of vehicle electrification and intelligence is expected to propel the global automotive semiconductor market from approximately US$67.7 billion in 2024 to nearly $96.9 billion by 2029, representing a CAGR of 7.4% over the 2024–2029 period.
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 More9 January 2026
In today’s DRAM spot market, momentum was active, with buying interest continuing to focus on DDR4 8G and 16G branded chips. Although transaction volumes did not expand significantly, buyers frequently chased prices, reflecting a notably positive overall market sentiment. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 26.821 and the average price of DDR4 51
View More9 January 2026
Polysilicon Supply side: Polysilicon inventories have climbed above 480,000 tons, with the inventory build-up trend still unchanged. Althoug
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