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【Market View】MLCC Market Polarizes in 1Q26 as Embodied AI Ignites High-End Demand While Consumer Electronics Slump Under Cost Pressures, Says TrendForce
Published Feb.05 2026,02:00 AM (GMT+8)
According to TrendForce's latest findings, the global MLCC industry will show a more polarized landscape in 1Q26 due to ongoing political and economic turbulence...
【Market View】Memory Price Outlook for 1Q26 Sharply Upgraded; QoQ Increases of All Product Categories to Hit Record Highs, Says TrendForce
Published Feb.02 2026,17:35 PM (GMT+8)
TrendForce’s latest memory industry survey indicates that persistent AI and data center demands in 1Q26 are further worsening the global memory...
【Market View】Dual Pressure from Rising CPU and Memory Prices to Drive Global Notebook Shipments Down 14.8% QoQ in 1Q26, Says TrendForce
Published Jan.26 2026,17:28 PM (GMT+8)
TrendForce’s latest survey of the notebook industry reveals that global notebook brands have been grappling with sharp increases in memory prices since 2H25...
【Market View】AI Architecture Evolution Set to Drive Memory Market Revenue to a New Peak in 2027, with Annual Growth Exceeding 50%, Says TrendForce
Published Jan.22 2026,15:43 PM (GMT+8)
TrendForce’s latest research indicates that AI innovation is causing a fundamental shift in the memory market. As data access volumes continue to grow...
【Market View】China’s CSPs and OEMs likely to Actively Procure H200, but Domestic AI Chip Development Continues to Accelerate, Says TrendForce
Published Jan.20 2026,17:18 PM (GMT+8)
North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026...
【Market View】Micron’s Acquisition of PSMC’s Tongluo Fab Could Lift Global DRAM Supply Outlook in 2027, Says TrendForce
Published Jan.19 2026,17:54 PM (GMT+8)
TrendForce’s latest DRAM industry survey reveals that Micron intends to acquire PSMC’s Tongluo fab in Taiwan (excluding production equipment) for...
【Market View】Price Hikes on New Models Weigh on Sales, Smartphone Production to Face Clear Headwinds from 2Q26, Says TrendForce
Published Jan.15 2026,15:21 PM (GMT+8)
Since the second half of 2025, the global handset market has experienced increased pressure from tightening memory supply and rapidly rising prices...
【Market View】Rising AI-Driven Demand for Power ICs and Capacity Cuts Fuels Potential 8-Inch Foundry Price Hikes, Says TrendForce
Published Jan.13 2026,16:58 PM (GMT+8)
The supply-demand dynamics of the 8-inch wafer market have shifted according to TrendForce’s latest foundry survey...
【Market View】HBM4 Mass Production Delayed to End of 1Q26 By Spec Upgrades and Nvidia Strategy Adjustments, Says TrendForce
Published Jan.08 2026,15:05 PM (GMT+8)
TrendForce’s recent investigations indicate that Nvidia has revised the HBM4 specifications for its Rubin platform in 3Q25...
【Market View】MLC NAND Flash Shifts to a Niche Market as Major Suppliers Exit, Reshaping the Supply Chain, Says TrendForce
Published Jan.07 2026,17:02 PM (GMT+8)
TrendForce’s recent research indicates that as major international NAND Flash producers reduce or halt MLC NAND Flash output...
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