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【Market View】HBM4 Validation Expected in 2Q26; Three Major Suppliers Poised to Shape NVIDIA Supply Landscape, Says TrendForce
Published Feb.13 2026,16:16 PM (GMT+8)
TrendForce’s latest analysis of the HBM industry reveals that as the ongoing expansion of AI infrastructure continues to fuel GPU demand．．．
【Market View】Memory Price Surge Intensifies Retail Pricing Pressure, Putting Global Smartphone Production at Risk of a Sharp Decline in 2026, says TrendForce
Published Feb.11 2026,03:18 AM (GMT+8)
TrendForce’s latest smartphone industry research predicts that soaring memory prices are set to weigh heavily on global smartphone production...
【Market View】Google’s High-Speed Interconnect Architecture to Push 800G+ Optical Transceiver Share Past 60% by 2026, Says TrendForce
Published Feb.10 2026,17:20 PM (GMT+8)
Google’s next-generation TPU, Ironwood, integrates a 3D Torus network topology with the Apollo optical circuit switch (OCS) all-optical...
【Market View】AI-Fueled Supercycle Propels Memory Market Revenue to More Than Twice That of Foundry Industry, Says TrendForce
Published Feb.09 2026,14:53 PM (GMT+8)
The current AI surge is anticipated to boost both the memory and wafer foundry sectors to record-breaking revenues by 2026, based on...
【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...
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