Tag: trendforce

Analysts Warn of DRAM Price Surge Amid Rising AI Memory Demands

Ongoing AI-driven memory shortages push DRAM prices to nearly double, with forecasts suggesting another 50% increase soon.

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AI Agents Drive Memory Market Growth to $1.28 Trillion by 2027, TrendForce Reports

TrendForce updates memory market forecast to $1.28 trillion in 2027, citing rapid expansion of AI agents as a key growth driver.

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Global OLED Monitor Shipments Surge 78% Year-Over-Year with Asus Capturing Nearly a Quarter of the Market

Global OLED monitor shipments jumped 78% annually despite Q1 2026 quarterly decline; Asus holds close to 25% market share amid QD-OLED panel growth.

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Smartphone Makers Face Rising Costs Amid Mobile DRAM Price Surge in Q2 2026

Contract prices for mobile DRAM saw a sharp increase in Q2 2026, adding cost pressure on smartphone manufacturers, according to TrendForce.

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Apple’s First Foldable iPhone Set to Secure Top Three Spot in Foldable Smartphone Market

Apple’s entry into the foldable smartphone segment is expected to capture 20% of the market by 2026, ranking it among the top three manufacturers.

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Top 10 Fabless Chipmakers Boost Revenue by 44% in 2025, Nvidia Leads the Pack

In 2025, the leading fabless semiconductor developers saw a combined 44% revenue increase, with Nvidia maintaining the top spot.

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Smartphone Memory Capacities Expected to Keep Increasing in 2026, Defying Earlier Predictions

Despite earlier forecasts, smartphone manufacturers are projected to continue expanding memory capacities in 2026 amid supply and cost concerns.

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Corporate SSD Revenue Surges Over 50% Amid AI Inference Boom

Revenue for the top five corporate SSD vendors jumped more than 50% in a single quarter, driven by expanding AI inference infrastructure.

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Top 10 Global Chipmakers Hit Record $169.5 Billion Revenue in 2025 Amid Strong AI Demand

The world’s leading semiconductor manufacturers saw a 26.3% revenue surge in 2025, driven by tight AI accelerator supply and strong advanced process demand.

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Apple Enters Budget Laptop Market Amid Global Memory Chip Shortage

Amid a forecasted 9.2% decline in global laptop shipments and rising memory chip costs, Apple launched the affordable MacBook Neo starting at $599.

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Global Smartphone Display Shipments Expected to Decline by 7.3% in 2026 Due to Memory Chip Shortage

A memory chip shortage is pressuring smartphone makers to adjust strategies, leading to a forecasted 7.3% drop in global smartphone display shipments in 2026.

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Memory Price Surge Could Shrink Global Smartphone Production by Up to 15% in 2026

Rising memory costs may reduce worldwide smartphone output by 10 to 15 percent in 2026, according to TrendForce projections.

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