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【Market View】Rising AI Infrastructure Demand Highlights Industry Shift Toward Cost-Effective Solutions as DeepSeek Gains Traction, Says TrendForce
Published Jan.30 2025,15:14 PM (GMT+8)
TrendForce’s latest investigations have revealed that the recent release of DeepSeek-V3 and DeepSeek-R1 underscores an industry-wide shift toward more cost-effective AI infrastructure...
【Market View】NAND Flash Manufacturers to Resume Production Cuts in 2025 to Ease Supply-Demand Imbalance and Stabilize Prices, Says TrendForce
Published Jan.22 2025,15:48 PM (GMT+8)
TrendForce’s latest research report highlights that the NAND Flash industry will continue to face dual pressure from weak demand and oversupply in 2025...
【Market View】Initial Assessment Shows Minimal Impact on Taiwan’s Tainan Wafer Fabs from Jan 21st Earthquake, but Tightness in the TV Panel Supply May Worsen in 1Q25, Says TrendForce
Published Jan.21 2025,16:34 PM (GMT+8)
A magnitude 6.4 earthquake struck southern Taiwan, with its epicenter in Chiayi, at 12:17 AM on January 21, 2025. TrendForce’s preliminary assessment found...
【Market View】AI Infrastructure to Dominate MLCC Demand in 2025 amid Persistent Oversupply Challenges, Says TrendForce
Published Jan.15 2025,03:30 AM (GMT+8)
TrendForce’s latest investigations have revealed the U.S. economy outperformed market expectations in December 2024, with non-farm payrolls and the Manufacturing Purchasing Managers’ Index (PMI) delivering strong results. Consequently, the Federal Reserve may significantly scale back the frequency of rate cuts in 2025, prolonging a high-interest-rate environment...
【Market View】European and Japanese IDMs Strengthen Collaboration with Chinese Foundries to Capture “China for China” Opportunities, Says TrendForce
Published Jan.08 2025,14:01 PM (GMT+8)
TrendForce’s latest investigations reveal that geopolitical dynamics are accelerating the formation of the “China for China” supply chain...
【Market View】TrendForce: AI Server Market Will Keep Growing Through 2025, with Related Industry Value Projected to Reach US$298 Billion
Published Jan.06 2025,15:04 PM (GMT+8)
According to the latest research from TrendForce, the value of the entire server industry is estimated to total US$306 billion in 2024...
【Market View】Rising Inventories and Weak Seasonal Demand May Push 1Q25 NAND Flash Prices Down by Over 10%, Says TrendForce
Published Dec.31 2024,14:07 PM (GMT+8)
TrendForce’s latest investigations reveal that NAND Flash suppliers are expected to face mounting inventory levels and deteriorating demand for orders in 1Q25...
【Market View】Passive Buyer Strategies Drive DRAM Contract Prices Down Across the Board in 1Q25, Says TrendForce
Published Dec.30 2024,14:15 PM (GMT+8)
TrendForce’s latest investigations reveal that the DRAM market is expected to face downward pricing pressure in 1Q25 as seasonal weakness aligns with sluggish consumer demand for products like smartphones...
【Market View】GB200 Rack Supply Chain Requires Further Optimization, Peak Shipments Expected Between 2Q25 and 3Q25, Says TrendForce
Published Dec.17 2024,03:04 AM (GMT+8)
As the market closely follows the progress of NVIDIA’s GB200 rack-mounted solution, TrendForce’s latest research indicates that the supply chain requires additional time for optimization and adjustment...
【Market View】Enterprise SSD Market Sees Strong 3Q24 Growth, Revenue Soars 28.6% on Surging Demand for High-Capacity Models, Says TrendForce
Published Dec.11 2024,14:35 PM (GMT+8)
TrendForce’s latest investigations found that the enterprise SSD market experienced significant growth in 3Q24, driven by robust demand from AI-related applications...
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