25 August 2026
According to TrendForce’s latest memory industry research, major global cloud service providers (CSPs) are accelerating AI infrastructure investment, with total CapEx projected to surge 98% YoY in 2026 and rise another 50% in 2027. The rapid increase will be driven in part by soaring memory contract prices and robust procurement demand. TrendForce estimates that DRAM and NAND Flash combined will account for 47% of CSPs’ total CapEx in 2026, with their share rising further to 68% in 2027.
View More25 August 2026
TrendForce’s latest EV industry research reveals that global sales of NEVs—BEVs, PHEVs, and fuel cell vehicles—reached 5.37 million units in the second quarter of 2026, up 10.4% YoY. Including HEVs, these four categories accounted for a record-high 33.2% of global vehicle sales in the quarter.
View More21 August 2026
TrendForce’s latest TV industry research reveals that the global TV market in 2Q26 was still influenced by increasing memory prices and brands’ early efforts to prepare for demand in the second half of the year. This led to a 1.1% QoQ decrease in shipments. Nonetheless, total shipments for the first half of the year increased by 1.3% YoY to 93.74 million units, reaching the highest for this period since the COVID-19 pandemic began.
View More25 August 2026
According to TrendForce’s latest memory industry research, major global cloud service providers (CSPs) are accelerating AI infrastructure investment, with total CapEx projected to surge 98% YoY in 2026 and rise another 50% in 2027. The rapid increase will be driven in part by soaring memory contract prices and robust procurement demand. TrendForce estimates that DRAM and NAND Flash combined will account for 47% of CSPs’ total CapEx in 2026, with their share rising further to 68% in 2027.
View More18 August 2026
TrendForce’s latest NAND Flash industry research reveals that AI server demand remained steady in the second quarter of 2026—particularly for enterprise SSDs—resulting in a supply shortage across the NAND Flash market. This allowed suppliers to raise ASPs significantly through contract negotiations. As a result, the combined revenue of the top five publicly listed NAND Flash brands rose 77% QoQ to US$68.87 billion.
View More17 August 2026
Liquid cooling penetration among AI chips is projected to rise to 53% in 2026 and approach 60% in 2027. High-end chips from NVIDIA, AMD, and Google are driving the adoption of liquid cooling. NVIDIA’s rack-scale solution shipments are expected to double in 2026, while more than 80% of Google’s AI servers already use liquid cooling.
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 More12 August 2026
TrendForce’s latest “Quarterly Report on Developments in Global SSB Industry, 2Q26” reveals that the all-solid-state battery (ASSB) sector has reached an important stage of engineering validation in 2026. Companies including Toyota, Honda, Nissan, and Samsung SDI are slightly ahead in small-scale ASSB pilot production. Moreover, Japanese suppliers have already verified key automotive-grade performance metrics and are speeding up the assessment of ASSB modules for vehicle use.
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 More21 August 2026
TrendForce’s latest TV industry research reveals that the global TV market in 2Q26 was still influenced by increasing memory prices and brands’ early efforts to prepare for demand in the second half of the year. This led to a 1.1% QoQ decrease in shipments. Nonetheless, total shipments for the first half of the year increased by 1.3% YoY to 93.74 million units, reaching the highest for this period since the COVID-19 pandemic began.
View More13 August 2026
TrendForce’s latest market research shows that the global OLED monitor market maintained strong growth momentum in 2Q26. Shipment growth was driven by the launch of new models, strong demand generated by China’s 618 shopping festival, and the continued adoption and promotion of 27-inch QHD monitors, the market’s dominant product segment.
View More10 August 2026
TrendForce’s latest smartphone industry research reveals that escalating component costs—led by memory—are expected to significantly raise production expenses for Apple’s next iPhone 18 series. For the 256 GB model, the BOM cost is estimated to increase by about 38% YoY, making higher retail prices unavoidable. Apple may offset some of these costs by reducing gross margins to prevent weakening consumer demand, aiming to keep prices manageable, maintain shipment volumes, and grow market share.
View More11 August 2026
TrendForce’s latest research into the satellite industry reveals that Starlink has recently deployed its first batch of V3 satellites. The new satellites, featuring a 2,048-element phased-array antenna and operating at a lower orbital altitude, deliver ultra-low-latency broadband connectivity and direct-to-cell (D2C) services.
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 More25 August 2026
TrendForce’s latest EV industry research reveals that global sales of NEVs—BEVs, PHEVs, and fuel cell vehicles—reached 5.37 million units in the second quarter of 2026, up 10.4% YoY. Including HEVs, these four categories accounted for a record-high 33.2% of global vehicle sales in the quarter.
View More19 August 2026
TrendForce’s latest robotics industry research reports that humanoid robots in China are beginning to be deployed across a wider range of applications—automotive, 3C electronics, aerospace, logistics, and energy—putting their commercial viability to the test. The 2026 World Robot Conference (WRC), opening on August 19, will introduce a “Procurement Day” for the first time, bringing together procurement negotiations and industry supply chain matchmaking. This reflects a shift in industry focus from technology demonstrations toward actual demand.
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 More25 August 2026
In today's DRAM spot market, market activity was poor. Factories continued to maintain a conservative attitude toward high-priced spot chips without taking actual purchasing actions, while supply-side quoting was relatively passive, leading to quiet final transaction conditions. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 rises to USD 43.377 and the average price of DD
View More24 August 2026
In today's DRAM spot market, demand performance was flat. Factory-side stocking attitudes remained cautious and observant with insufficient price-chasing momentum, and overall chip prices maintained a fluctuating pattern with inactive trading conditions. In the mainstream category, the average price of DDR4 8G (1Gx8) 3200 stays at USD 43.288 and the average price of DDR4 512x8-2400/2666 rises
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