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【Market View】AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature-Node Price Increases in 2027, Says TrendForce
Published Jun.30 2026,16:33 PM (GMT+8)
TrendForce’s latest research reveals that rising demand for AI servers, general-purpose servers...
【Market View】NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with Broader Adoption Expected in the Rubin Ultra Generation, Says TrendForce
Published Jun.25 2026,16:08 PM (GMT+8)
TrendForce's latest research on power architectures for AI servers highlights that NVIDIA has been developing its proprietary 800V HVDC Power Rack..
【Market View】Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices Expected to Continue Rising in 3Q26
Published Jun.22 2026,14:27 PM (GMT+8)
TrendForce’s latest research reveals that structural tightening in mature-node DRAM supply is forcing consumer DRAM buyers to...
【Market View】CSP In-House ASIC Boom Drives MLCC Specification Concentration; Structural Shortages of High-End Specialty MLCCs May Emerge in 2H26, Says TrendForce
Published Jun.17 2026,01:00 AM (GMT+8)
According to TrendForce’s latest MLCC industry research, the ongoing AI arms race among global CSPs is accelerating the adoption of in-house ASIC accelerators...
【Market View】Contract Prices Surged More Than 100% in 1H26; Structural Shortages to Keep NOR Flash and SLC NAND Prices Rising in 2H26, Says TrendForce
Published Jun.16 2026,15:00 PM (GMT+8)
Major memory suppliers continue to prioritize capacity allocation toward higher-value products such as HBM and advanced-layer 3D NAND...
【Market View】Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030, Says TrendForce
Published Jun.15 2026,17:10 PM (GMT+8)
TrendForce’s recent research on silicon photonics (SiPh) shows that the rapid growth of AI training and inference workloads is pushing AI data centers toward increased power use, higher rack densities, and larger clusters...
【Market View】Strong AI Demand and Early Consumer Electronics Inventory Build Drive Top 10 Foundries to 3.7% QoQ Revenue Growth in 1Q26, Says TrendForce
Published Jun.12 2026,16:31 PM (GMT+8)
TrendForce's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1Q26...
【Market View】AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterprise SSD Brands Post Record US$18.46 Billion Revenue in 1Q26, Says TrendForce
Published Jun.11 2026,14:35 PM (GMT+8)
TrendForce’s latest analysis of the enterprise SSD market reveals that rapid adoption of AI Agent services and strong procurement demand from CSPs...
【Market View】NVIDIA Cuts Vera CPU Memory Configuration, Highlighting Persistent LPDRAM Supply Constraints and Rising Long-Term Demand, Says TrendForce
Published Jun.10 2026,04:06 AM (GMT+8)
NVIDIA has decided to halve the SOCAMM memory capacity of its next-generation Vera Rubin Superchip modules, according to TrendForce’s latest findings...
【Market View】Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressures Expected to Drive a Sharper Decline in 2Q26, Says TrendForce
Published Jun.09 2026,14:42 PM (GMT+8)
TrendForce’s latest figures reveal that global smartphone production reached around 284 million units in the first quarter of 2026...
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