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AI Infra Market Bulletin - Jan. 29, 2026

2026/01/29 PDF

Google integrates TPU v7/v8, Ironwood racks, and Apollo OCS into a unified fabric, shifting the scaling unit from servers to racks. This drives 800G+ optical module penetration above 60% by 2026. Supp...
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2026 Global AI Server Market and Supply Chain Trends

2026/01/30 PDF

NVIDIA and CSPs drive sustained AI growth through aggressive investment in GPUs, ASICs, and rack-scale infrastructure. Geopolitics reinforce ecosystem trends, benefiting supply chains. Surging AI work...
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AI Inference Era: Server CPU Regains Data Center Centrality

2026/06/15 PDF

As AI shifts from training to inference and agentic workloads, Server CPU evolves from auxiliary to core orchestrator, lifting both ARM and x86 demand...
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Monitor System Integrator Shipment Jun. 2026

2026/06/15 PDF

Provides the monthly shipment report of the global top 10 monitor SIs to keep clients updated on latest monitor shipment data. In addition to top 10 S...
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Quarterly TV Market Update - 2Q26

2026/06/15 PDF

Quarterly TV Market Update offers a profound analysis based on market information, such as shipment data, product size changes, supply chain structure...
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WW SSD Street Price - Jun 12, 2026

2026/06/12 PDF

Key Highlights TrendForce has been providing global end prices of SSD since April 2009. To offer data on end prices for the SSD market that are mor...
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Smartphone Market Bulletin - Jun. 11, 2026

2026/06/11 PDF

Amidst the AI boom, major memory chipmakers are accelerating the reallocation of production capacity toward high-end AI specifications, plunging low-t...
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AI Infra Market Bulletin – Jun. 11, 2026

2026/06/11 PDF

The year 2026 marks the watershed transition of AI data center optical interconnects from adoption to mass production. The actual volume driver is not...

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