TrendForce
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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BofA: TrendForce states Nvidia's AI-server share moderates from 66.9% in CY26 to 62.6% in CY27 as “Others” rises from 26.0% to 29.6%. Custom ASICs increase from 26.1% to 29.6% of AI server shipments, led by hyperscaler programs. $NVDA… |
AI data centers are now running into a FIBER shortage. TrendForce estimates the global optical fiber supply gap will reach 180 million fiber kilometers in 2026. Factory utilization is around 92% and inventories have fallen to roughly one… |
TrendForce: Optical Fiber > Global supply shortfall of 180 million fiber-kilometers in 2026. > Tightening supply is projected to push spot prices for finished optical fiber products to 2.8–5 times their 2025 levels or higher. > Optical… |
BofA: TrendForce says Google TPU shipments to rise ~77% in CY26 and more than double in CY27. $GOOGL |
TrendForce: MediaTek’s Google TPU v9 Shipments May Slip to 1Q28 Google’s TPU v9 project, involving MediaTek, could see its tape-out delayed until January 2027 following design revisions, with shipments potentially pushed back to the first… |
CPO/optical transceiver testing supply chain is building up pretty solidly in China. At core, it's the instruments for testing high speed interconnect. Longsight is most well known here, but Semight is a major one across the full supply… |
CHINA'S CXMT DRAM CAPACITY SEEN JUMPING 31% IN 2027, COULD NEARLY DOUBLE BY 2028 According to market research firms Counterpoint Research and TrendForce on the 18th, CXMT's monthly DRAM wafer production capacity is expected to expand from… |
China is on track to domestically produce most key semiconductor manufacturing equipment for mature nodes by 2030, led by NAURA, AMEC, and SiCarrier, according to TrendForce. Except lithography where Chinese domestic market share is… |
A good read going into the different layers of the AI supply chain. Do check it out! https://t.co/CWnAbgqtDj https://t.co/Ar3ZkRav0g |
TrendForce: CPO Testing Supply Chain $TER $AMKR $ASX $KEYS |
TrendForce Q4 contract prices: conventional DRAM +10-15%, NAND +15-20%, HBM +15-20%. Enterprise SSD demand up over 80% year on year as workloads shift from training to inference. Intel's CEO sees shortages lasting 2-3 years. GDDR6 output… |
Brokerages put Samsung's Q3 operating profit at 107.7tn won, up from 89.4tn in Q2, with DRAM margins above 80%. DRAM prices rose 13-18% this quarter versus about 60% last, per TrendForce — mix did the rest. Server DDR5 lead times: 52… |
Nanya is notifying customers of DRAM contract increases of up to 20%, per Taiwan's Economic Daily — above TrendForce's 10-15% QoQ estimate for Q4. Q3 revenue hit NT$133.65B, up 61.9% sequentially and 611.7% year on year. Pricing power has… |
Back to back TrendForce post. The future of SuperNode interconnect isn't copper vs optical, but rather type of optical tech. CPO & NPO seem to be most obvious choices. HW has picked NPO for lower cost & easier maintenance. CPO does reduce… |
Samsung: HBM could take nearly 30% of industry DRAM wafer capacity in 2027, up from ~20% today. TrendForce sees blended HBM ASPs +121% y/y in 2027; some GPU/ASIC designs weigh 8-high stacks to stretch bit supply. Conventional DRAM is the… |
America has a huge power problem and it is only going to continue getting worse (Save this). TrendForce expects global data center power demand capacity to increase from 100.5 GW in 2024 to 211.1 GW by 2027. That means the industry could… |
TrendForce: Global Power Demand Capacity > Global data center power demand capacity is expected to expand from 122.9 GW in 2025 to 161 GW in 2026. > The share of AI servers is likely to exceed 40% by 2027, whereas the share of general… |
TrendForce: Supply Chain Radar Everything besides GPU is either tight or very tight in supply. $NVDA $AMD $SNDK $MU blockstack:native $WDC |
Per TrendForce, TSMC is reportedly targeting 22% more 2nm capacity and over 16% more 3nm by mid-2027, with CoWoS doubling by 2028. The leading edge expands by a fifth; packaging doubles. The pacing item is still what goes around the die,… |
Top 10 fabs globally according to TrendForce. Looks like SMIC is really catching up to Samsung now, which indicates its making more of that AI chip $. Overall, it's still below the 5.6% share that it had a couple of yrs ago, which shows… |
Q2 DRAM revenue jumped 59.5% QoQ to $154.7B. TrendForce sees contract prices up only 13-18% in Q3 as PC and phone buyers hit their budget ceiling. Supplier inventories stay at historic lows; Context sees European laptops down 20% in Q4.… |