Where Are AI Data Centers Going? Power Is the Key

This issue tracks the latest hyperscaler data center build-outs across the US, Europe, Brazil, China, and other markets.

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TrendForce Data Center Tracker: Where AI Demand Lands

TrendForce Data Center Tracker: Where AI Demand Lands

How much data center capacity do hyperscalers still need to bring online, and how real are those plans? TrendForce verifies it every month.

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Not Just GPUs: Agentic AI Brings CPUs Back

Not Just GPUs: Agentic AI Brings CPUs Back

Agentic AI is driving a resurgence in CPU demand. Explore the structural rebalance and the competitive dynamics between Intel and rising challengers like Nvidia and Arm.

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What Can You Gain from TrendForce?

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Beyond HBM: AI Inference Reshapes the Memory Hierarchy

KV Cache brings new capacity and bandwidth challenges. Unpack how HBF and SSD POD are filling the gap.

CPO Testing: The Last Mile to Mass Production

As CPO moves toward commercialization, testing remains the critical bottleneck. Explore the four key testing stages and the CPO test equipment supply chain landscape.

Why AI Inference Is Quietly Rewriting the Memory Market?

Agentic AI and KV cache offloading as key drivers, analyzing structural shifts in memory demand.

Powering Next-Gen AI: Capacitors' Dual-Track Evolution

As power delivery bottlenecks extend from the board into the package, explore how MLCCs and silicon capacitors complement each other.

Inference Economy Arrives: AI Chip Rules Are Being Rewritten

COMPUTEX TAIPEI 2026 centered on Agentic AI, with inference efficiency as the key differentiator. A look back at chip advances from Groq, Taalas, and Cerebras.
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