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13 February 2026
TrendForce’s latest analysis of the HBM industry reveals that as the ongoing expansion of AI infrastructure continues to fuel GPU demand, NVIDIA’s upcoming Rubin platform is expected to become a major catalyst for HBM4 adoption once mass production begins. The three leading memory suppliers—Samsung, SK hynix, and Micron—are now in the final stages of HBM4 validation, with completion anticipated by 2Q26.
View More11 February 2026
On February 10th, Sharp announced plans to halt production at its K2 facility, a Gen 8 LCD plant in Kameyama (2160 x 2460 mm), and to seek a potential buyer for the site. The K2 plant has been a key pillar of Sharp’s display business, producing panels for notebooks, tablets, e-paper devices, and smartphones, and has long underpinned Sharp’s role as Apple’s third-largest IT panel supplier. It is also a critical source of oxide backplanes for e-paper applications. If output at the Kameyama K2 plant is scaled back as planned, the short-term supply of Apple’s MacBook and iPad models—as well as e-paper products—could face disruption.
View More11 February 2026
TrendForce’s latest smartphone industry research predicts that soaring memory prices are set to weigh heavily on global smartphone production in 2026. Total output is forecast to decline 10% YoY to approximately 1.135 billion units. With memory prices showing no clear signs of easing, the growing gap between higher retail prices and consumer price tolerance is expected to further dampen end demand.
View More13 February 2026
TrendForce’s latest analysis of the HBM industry reveals that as the ongoing expansion of AI infrastructure continues to fuel GPU demand, NVIDIA’s upcoming Rubin platform is expected to become a major catalyst for HBM4 adoption once mass production begins. The three leading memory suppliers—Samsung, SK hynix, and Micron—are now in the final stages of HBM4 validation, with completion anticipated by 2Q26.
View More10 February 2026
Google’s next-generation TPU, Ironwood, integrates a 3D Torus network topology with the Apollo optical circuit switch (OCS) all-optical network, marking a major step forward in AI data-center interconnect design. TrendForce’s latest research on the high-speed interconnect market indicates that this architecture will directly address the surging compute and bandwidth demands driven by large-scale AI workloads.
View More9 February 2026
The current AI surge is anticipated to boost both the memory and wafer foundry sectors to record-breaking revenues by 2026, based on TrendForce’s recent data. Limited supply and rapidly increasing prices are likely to grow the memory market's total worth to $551.6 billion. Meanwhile, the global foundry market is also expected to reach a new peak of $218.7 billion, but the memory industry's scale will have more than doubled that of wafer foundries.
View More11 February 2026
On February 10th, Sharp announced plans to halt production at its K2 facility, a Gen 8 LCD plant in Kameyama (2160 x 2460 mm), and to seek a potential buyer for the site. The K2 plant has been a key pillar of Sharp’s display business, producing panels for notebooks, tablets, e-paper devices, and smartphones, and has long underpinned Sharp’s role as Apple’s third-largest IT panel supplier. It is also a critical source of oxide backplanes for e-paper applications. If output at the Kameyama K2 plant is scaled back as planned, the short-term supply of Apple’s MacBook and iPad models—as well as e-paper products—could face disruption.
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 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 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 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 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 More11 February 2026
TrendForce’s latest smartphone industry research predicts that soaring memory prices are set to weigh heavily on global smartphone production in 2026. Total output is forecast to decline 10% YoY to approximately 1.135 billion units. With memory prices showing no clear signs of easing, the growing gap between higher retail prices and consumer price tolerance is expected to further dampen end demand.
View More29 January 2026
Global TV shipments in 2026 are projected at 194.81 million units, down 0.6% YoY Concurrent price hikes in memory, display panels, and precious metals are pushing up TV production costs, making retail price increases for new models increasingly likely Memory’s share of TV BOM cost is expected to rise from 2.5–3% to 6–7% amid the current price surge
View More26 January 2026
Global notebook shipments projected to fall 14.8% QoQ in 1Q26, with a mild rebound in 2Q26 Memory, CPUs, PCBs, batteries, and PMICs are all seeing price hikes, which is intensifying cost pressure on notebooks Full-year 2026 notebook shipment forecast cut to a 9.4% YoY decline due to supply constraints and unclear brand strategies
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 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 More27 January 2026
According to the latest electric vehicle industry research from TrendForce, range-extended electric vehicles (REEVs) are increasingly emerging as a pivotal transitional solution for automakers shifting toward full electrification. The European Union’s recent announcement regarding adjustments to its 2035 ban on internal combustion engine (ICE) vehicles offers significant regulatory flexibility and expands the development landscape for REEVs. TrendForce projects that, driven by this policy flexibility alongside technological maturity and rising market acceptance, global annual sales of REEVs will reach 3 million units by 2030—a twofold increase from 2025 levels.
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 More13 February 2026
In today's DRAM spot market, as the market gradually entered the Lunar New Year holiday period, most suppliers had already paused quotations in advance. Both buyers and sellers remained passive, and overall prices stayed largely stable. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 31.400 and the average price of DDR4 512x8-2400/2666 stays at USD 6.250 The a
View More12 February 2026
Polysilicon Supply Side: Currently, the total inventory of polysilicon in the solar PV industry remains above 510,000 tons, with a slight a
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