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16 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 More15 April 2026
Although AI demand will continue to drive both general-purpose servers and AI servers in 2026, suppliers are prioritizing capacity allocation to higher-market AI server products, according to TrendForce’s latest server industry findings.
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 More15 April 2026
Although AI demand will continue to drive both general-purpose servers and AI servers in 2026, suppliers are prioritizing capacity allocation to higher-market AI server products, according to TrendForce’s latest server industry findings.
View More8 April 2026
According to TrendForce’s latest findings on AI servers, NVIDIA’s high-end AI chip shipment mix is expected to change in 2026. The combined share of Hopper and Rubin series in overall high-end GPU shipments is anticipated to decrease due to geopolitical issues and ongoing supply chain changes. Meanwhile, the Blackwell series is projected to grow markedly from 61% to 71%, solidifying its leading position in the market.
View More7 April 2026
Major suppliers are continuing to phase out production of mature products below DDR4, according to TrendForce’s latest research on the memory industry. As supply tightens structurally, DRAM prices have already posted significant cumulative increases in recent months.
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 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 More12 January 2026
TrendForce’s latest“Lithium Battery Industry Chain Monthly Price Report”indicates that the average price of battery-grade lithium carbonate surged 17% MoM in December 2025 to CNY 103,000 per metric ton. Prices of key raw materials, including copper, aluminum, cobalt, and electrolytes, also increased, driving up EV cell prices for square LFP, square ternary, and pouch ternary cells by 2–4% compared to November.
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 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 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 More16 April 2026
Polysilicon Supply side: Current polysilicon inventory remains massive, holding above 520,000 mt in aggregate, with the overall inventory bu
View More16 April 2026
In today’s DRAM spot market, inquiries remained focused on branded DDR5 components. While there is still some buying support, the upside for quotes is limited. Meanwhile, DDR4 16G chips are showing signs of a noticeable correction, leaving overall transaction volume restricted. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 drops to USD 33.100 and the average price of D
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