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 ...

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 ...

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.

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 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 ...

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 ...

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 ...

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 ...

With Apple reportedly set to unveil its first foldable iPhone in fall 2026, the market’s attention has turned back to foldable technology. This is not a specs leak or a rumor roundup, but a broader ...

TrendForce 2026 New York Roadshow arrives May 12. We’re decoding the AI-driven market inflections in memory and foundry — and what they mean for the 2026–2028 supercycle: REGISTER HERE. As AI data ...

Discussions of AI server capacitor demand have largely centered on multi-layer ceramic capacitors (MLCCs): rising consumption, shortages of high-capacitance products, and growing need for high-voltage ...