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【Market View】Liquid Cooling to Scale in AI Data Centers, Penetration to Surpass 30% in 2025, Says TrendForce
Published Aug.21 2025,15:26 PM (GMT+8)
TrendForce’s latest research on the liquid cooling industry reveals that the rollout of NVIDIA’s GB200 NVL72 rack servers in 2025 will accelerate AI data center upgrades...
【Market View】AI to Dominate Demand in 2025, While the Electronics Industry Faces Slow Growth in 2026, Says TrendForce
Published Aug.13 2025,14:49 PM (GMT+8)
TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided. AI server demand—driven by...
【Market View】DDR4 and LPDDR4 Supply Tightens Sharply in 2H25 as Structural Shortage Drives Strong Price Surge, Says TrendForce
Published Aug.11 2025,15:31 PM (GMT+8)
TrendForce’s latest findings reveal the DDR4 market is set to remain in a persistent state of undersupply and strong price growth through 2H25...
【Market View】AI Demand Stands Out While Consumer Electronics Face Tariff Headwinds; 2H25 MLCC Peak Season at Risk, Says TrendForce
Published Jul.30 2025,14:30 PM (GMT+8)
The U.S. government plans to impose steep retaliatory tariffs starting August 1st, including up to 30% on imports from Mexico, 15% on the EU, and 15–36% on key tech hubs in Asia such as Japan, South Korea, Thailand...
【Market View】Blackwell to Account for Over 80% of NVIDIA’s High-End GPU Shipments in 2025: Liquid Cooling Adoption Continues to Rise, Says TrendForce
Published Jul.24 2025,18:03 PM (GMT+8)
TrendForce’s latest investigations find that the overall server market has recently stabilized, with ODMs concentrating efforts on AI server development...
【Market View】Tightening of LPDDR4X Supply Drives Up Prices; Smartphone Brands to Accelerate Adoption of LPDDR5X, Says TrendForce
Published Jul.17 2025,15:41 PM (GMT+8)
TrendForce’s latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in...
【Market View】H20 Export Approval Reignites Demand Momentum, China’s Procurement Ratio for Foreign AI Chips Expected to Rise to 49%, Says TrendForce
Published Jul.16 2025,17:58 PM (GMT+8)
H20 Export Approval Reignites Demand Momentum, China’s Procurement Ratio for Foreign AI Chips Expected to Rise to 49%, Says TrendForce TrendForce reports that the U.S. government is likely to lift restrictions on NVIDIA’s H20 GPU exports to China. This policy reversal is expected to boost demand recovery from local AI and CSPs, with the H20 poised to once again become the primary hi
【Market View】3Q25 NAND Flash Contract Prices Projected to Rise 5–10%; Weak Smartphone Demand Limits eMMC and UFS Growth, Says TrendForce
Published Jul.09 2025,14:40 PM (GMT+8)
TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts...
【Market View】Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%, Says TrendForce
Published Jul.07 2025,16:20 PM (GMT+8)
TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life...
【Market View】Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025, Says TrendForce
Published Jul.02 2025,15:10 PM (GMT+8)
TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth...
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