# Trendforce > Markdown twin of https://roboterminal.app/companies/trendforce · https://roboterminal.app/companies/trendforce.md ## On shared sources - [Google](https://roboterminal.app/companies/google) (3) - [Samsung](https://roboterminal.app/companies/samsung) (3) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (2) - [Broadcom](https://roboterminal.app/companies/broadcom) (2) - [Intel](https://roboterminal.app/companies/intel) (2) - [NVIDIA](https://roboterminal.app/companies/nvidia) (2) - [Amazon](https://roboterminal.app/companies/amazon) (1) - [AMEC](https://roboterminal.app/companies/amec) (1) - [Amkor](https://roboterminal.app/companies/amkor) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Ceyear](https://roboterminal.app/companies/ceyear) (1) - [Corning](https://roboterminal.app/companies/corning) (1) - [Counterpoint Research](https://roboterminal.app/companies/counterpoint-research) (1) - [CXMT](https://roboterminal.app/companies/cxmt) (1) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1) - [Keysight](https://roboterminal.app/companies/keysight) (1) - [Longsight](https://roboterminal.app/companies/longsight) (1) - [MediaTek](https://roboterminal.app/companies/mediatek) (1) - [Meta](https://roboterminal.app/companies/meta) (1) - [Micron](https://roboterminal.app/companies/micron) (1) - [Microsoft](https://roboterminal.app/companies/microsoft) (1) - [Nanya](https://roboterminal.app/companies/nanya) (1) - [NAURA](https://roboterminal.app/companies/naura) (1) - [RoboTechnik](https://roboterminal.app/companies/robotechnik) (1) - [Semight](https://roboterminal.app/companies/semight) (1) - [Siglent](https://roboterminal.app/companies/siglent) (1) - [Teradyne](https://roboterminal.app/companies/teradyne) (1) - [TI](https://roboterminal.app/companies/ti) (1) - [TSMC](https://roboterminal.app/companies/tsmc) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2113029058074407403) 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, … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112506117054255402) 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 i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112408972343001200) 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 the… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112363170769858580) BofA: TrendForce says Google TPU shipments to rise ~77% in CY26 and more than double in CY27. $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2112244639159726348) 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 shipment… - [@tphuang on X](https://x.com/tphuang/status/2111958244944224342) 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 i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111956743106253180) 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 producti… - [@kyleichan on X](https://x.com/kyleichan/status/2111759897541087636) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2111487651580912097) 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 - [@pequityresearch on X](https://x.com/pequityresearch/status/2110340090409238573) TrendForce: CPO Testing Supply Chain $TER $AMKR $ASX $KEYS - [@ricci_nov on X](https://x.com/ricci_nov/status/2110140261556977697) 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 shor… - [@ricci_nov on X](https://x.com/ricci_nov/status/2108786196352729143) 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… - [@ricci_nov on X](https://x.com/ricci_nov/status/2108030145672118654) 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 … --- Source: Roboterminal · https://roboterminal.app/companies/trendforce.md