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【Market View】Higher DDR5 Profitability Intensifies Capacity Crowding, Strengthening HBM3e Pricing Momentum in 2026, Says TrendForce
Published Dec.18 2025,16:04 PM (GMT+8)
TrendForce’s latest research indicates that tight supply conditions in the memory market have recently driven a sharp rise in conventional DRAM prices...
【Market View】Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%, Says TrendForce
Published Dec.12 2025,16:13 PM (GMT+8)
Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%, Says TrendForce TrendForce’s latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals. Revenue was primarily driven by advanced processes at 7 nm and below, with support from high-v
【Market View】Memory Price Surge to Persist in 1Q26; Smartphone and Notebook Brands Begin Raising Prices and Downgrading Specs, Says TrendForce
Published Dec.11 2025,04:39 AM (GMT+8)
TrendForce’s latest investigations reveal that memory prices are projected to rise sharply again in the first quarter of 2026, exerting significant cost pressure...
【Market View】China’s CSPs and OEMs likely to Actively Procure H200, but Domestic AI Chip Development Continues to Accelerate, Says TrendForce
Published Dec.10 2025,17:42 PM (GMT+8)
The U.S. government’s approval for Nvidia to export the H200 to China has shifted market expectations...
【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...
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