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【Market View】Aggressive Procurement of NVIDIA GB and Rubin Racks by North American CSPs Will Drive a 1.2x Surge in AI Inference Computing Power in 2026, Says TrendForce
Published May.20 2026,03:37 AM (GMT+8)
According to the latest AI sector research by global market intelligence firm TrendForce...
【Market View】MLCC Prices Are Expected to Rebound Due to Rising Demand from High-End Applications and Increased Channel Stocking Activities for Consumer-Grade Components, Says TrendForce
Published May.18 2026,01:00 AM (GMT+8)
According to the latest investigation by global market intelligence firm TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs...
【Market View】Mobile DRAM Contract Prices Continue Rising in 2Q26, Pressuring Smartphone Production, Says TrendForce
Published May.14 2026,17:18 PM (GMT+8)
Surging mobile DRAM contract prices in 2Q26 continue to place even greater cost pressure on smartphone brands, according to...
【Market View】Capacity Cuts and Surging Demand for AI Power ICs Set Stage for Mature-Node Foundry Price Increases, Says TrendForce
Published May.07 2026,16:48 PM (GMT+8)
The global mature-node supply–demand landscape is undergoing a structural shift...
【Market View】North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
Published May.06 2026,17:22 PM (GMT+8)
TrendForce’s latest findings on the AI industry highlight that several major North American CSPs have recently raised their 2026...
【Market View】AI Optical Interconnect Boom Drives U.S. Firms to Expand Southeast Asia Outsourcing, Opening the Door for Cross-Industry Entrants, Says TrendForce
Published May.05 2026,15:52 PM (GMT+8)
Global shipment volume of optical transceivers is projected to more than triple from 26.5 million units in 2023 to over 92 million units by 2026...
【Market View】AI Competition Turns into a Supply Chain Arms Race, Tightening Advanced Packaging and 3nm Capacity, Says TrendForce
Published Apr.30 2026,17:25 PM (GMT+8)
TrendForce’s latest foundry industry findings point out that AI demand has surged rapidly since 2023...
【Market View】Strong AI Demand vs. Weak Consumer Segment Creates Pricing Divergence Among MLCC Suppliers, Says TrendForce
Published Apr.28 2026,02:00 AM (GMT+8)
TrendForce’s latest research shows that the MLCC market in 2Q26 is showing a clear split between robust AI-driven demand and soft consumer demand...
【Market View】Extended Component Lead Times Weigh on General Server Growth; 2026 Server Shipments Forecast to Grow 13% YoY, Says TrendForce
Published Apr.15 2026,02:51 AM (GMT+8)
Although AI demand will continue to drive both general-purpose servers and AI servers in 2026...
【Market View】Rubin Faces Delay Risks Amid Ongoing Supply Chain Adjustments; Blackwell to Account for Over 70% of NVIDIA’s High-End GPU Shipments in 2026, Says TrendForce
Published Apr.08 2026,17:16 PM (GMT+8)
According to TrendForce’s latest findings on AI servers, NVIDIA’s high-end AI chip shipment mix is expected to change in 2026...
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