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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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2Q26 AI Server Datasheet

2026/06/30 PDF

TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' ...
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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...
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China Li-Ion Battery Industry Chain Prices Trend Jun 2026

2026/07/10 PDF

TrendForce Lithium Battery Research tracks price trends for major products of China’s li-ion battery industry chain, including lithium, cobalt, ...
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Server Market Bulletin - Jul. 9, 2026

2026/07/09 PDF

CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction. Key Highlights CSP Capex: H...
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MLCC Market Bulletin - Jul. 9, 2026

2026/07/09 PDF

Strong demand for AI servers and in‑house chip platforms is driving structural shortages in high‑end and mid‑high‑cap MLCCs. Inflation and high intere...
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Smartphone Market Bulletin - Jul. 9, 2026

2026/07/09 PDF

Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with ...
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Humanoid Robot Quarterly Report - 3Q26

2026/07/09 PDF

3Q26 humanoid competition shifts from specs to scene penetration and data loops, with diversified forms, China's 107% YoY shipment lead, and emerg...

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