TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack how advanced packaging is reshaping the foundry industry, alongside the latest AI server and data center market dynamics, ...
Recent reports suggest China may ease restrictions on NVIDIA H200 imports, potentially opening new opportunities for the GPU. However, TrendForce’s latest supply chain checks show that successful H200 ...
The AI infrastructure buildout is often discussed in terms of chips and computing power. But beneath the surface, a set of supply chain bottlenecks is quietly shaping the pace and cost of deployment.
Correction: An earlier version of this article incorrectly listed the English name of glass fiber cloth supplier 宏和電子材料 as "Hongho Precision Textile." The ...
In March 2026, two announcements arrived in quick succession: Nvidia began selling its Vera CPU as a standalone product, and Arm unveiled its first in-house CPU, the Arm AGI CPU. That a GPU company ...
Data centers are undergoing a fundamental transformation in power infrastructure as server rack power ratings rapidly climb from the kilowatt to near the megawatt range. The industry is shifting ...
The global humanoid robot industry is moving from technology validation to commercial trials, and the competitive focus is shifting to who can build a sustainable business model and who controls key ...
AI computing demand is growing exponentially, far outpacing Moore’s Law, while power consumption and cost pressures are escalating rapidly. The core metric for AI computing efficiency will no longer ...
In Part 1 of the humanoid robot series, TrendForce noted that China’s rapid rise in humanoid robotics has put real pressure on US manufacturers. That pressure has now escalated into containment at the ...
In 2026, the global build-out of AI data centers (AIDCs) has entered a critical phase of large-scale deployment. The explosive growth in computing demand is reshaping global power consumption patterns ...
“The memory system of AIs is going to cause the storage system to be completely revolutionized.” At GTC Taipei in June 2026, Nvidia founder and CEO Jensen Huang pointed to the memory system as one of ...
As test-time scaling takes hold, the focus of the AI industry is quickly shifting from training to inference. NVIDIA, Google, and other major AI players rolled out inference-specific chips in the ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results