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【Market View】AI Data Centers Ignite a Laser Shortage Wave; Nvidia’s Strategic Lock-In Reshapes the Global Laser Supply Chain, Says TrendForce
Published Dec.08 2025,17:46 PM (GMT+8)
TrendForce’s recent research indicates that high-speed optical interconnects are now central to performance and scalability...
【Market View】Enterprise SSD Prices and Shipments Surge in 3Q25, Industry Revenue Climbs 28%, Says TrendForce
Published Dec.05 2025,14:42 PM (GMT+8)
The enterprise SSD market experienced robust growth in the third quarter of 2025. TrendForce’s latest reports reveal that AI demand continued to...
【Market View】Seasonal Demand and New Product Releases Drive 3Q25 Global Smartphone Production Up 9%, Says TrendForce
Published Dec.04 2025,15:56 PM (GMT+8)
TrendForce’s latest research indicates that the smartphone market entered its peak season in the second half of the year, with new product launches further boosting output...
【Market View】AI Infrastructure Continues to Strengthen NAND Flash Demand; Kioxia Posts Highest QoQ Growth of 33.1% in 3Q25, Says TrendForce
Published Dec.03 2025,16:34 PM (GMT+8)
TrendForce’s recent research indicates that the ongoing expansion of AI infrastructure by CSPs fueled strong demand for enterprise SSDs...
【Market View】Memory Price Surge Squeezes Game Console Margins; 2026 Shipment Forecast Revised Downward, Says TrendForce
Published Dec.03 2025,09:58 AM (GMT+8)
TrendForce’s latest report states that rising memory prices have significantly increased BOM costs in consumer electronics...
【Market View】NAND Flash Wafer Supply Tightens Further, Some Products See Over 60% Contract Price Hikes in November, Says TrendForce
Published Dec.01 2025,15:26 PM (GMT+8)
TrendForce’s latest research shows that demand for NAND Flash stayed strong in November 2025, fueled by AI applications and solid enterprise SSD orders...
【Market View】Global DRAM Revenue Jumps 30.9% in 3Q25, Micron’s Market Share Climbs by 3.7 Percentage Points, Says TrendForce
Published Nov.26 2025,04:01 AM (GMT+8)
TrendForce’s latest research shows that significant increases in conventional DRAM contract prices, higher bit shipments, and growing HBM volumes drove...
【Market View】AI Boom Drives Demand for Ultra-Large Packaging as ASICs Expected to Shift from CoWoS to EMIB, Says TrendForce
Published Nov.25 2025,16:45 PM (GMT+8)
TrendForce’s latest investigations reveal that the rapid expansion of AI and HPC is increasing the need for heterogeneous integration...
【Market View】Rising Memory Prices Weigh on Consumer Markets; 2026 Smartphone and Notebook Outlook Revised Downward, Says TrendForce
Published Nov.17 2025,15:15 PM (GMT+8)
Trendforce’s latest investigations reveal that the global macroeconomic outlook for 2026 remains weak, with geopolitical tensions...
【Market View】Memory Industry to Maintain Cautious CapEx in 2026, with Limited Impact on Bit Supply Growth, Says TrendForce
Published Nov.13 2025,16:33 PM (GMT+8)
TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on...
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