"TrendForce" Search Results

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Press Releases
Tightening of LPDDR4X Supply Drives Up Prices; Smartphone Brands to Accelerate Adoption of LPDDR5X, Says TrendForce

2025/07/17

Semiconductors , Consumer Electronics

TrendForce’s latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in 2025 and 2026. However, many mobile processors are not yet compatible with LPDDR5X, resulting in a supply-demand mismatch.

Press Releases
H20 Export Approval Reignites Demand Momentum, China’s Procurement Ratio for Foreign AI Chips Expected to Rise to 49%, Says TrendForce

2025/07/16

Semiconductors

TrendForce reports that the U.S. government is likely to lift restrictions on NVIDIA’s H20 GPU exports to China. This policy reversal is expected to boost demand recovery from local AI and CSPs, with the H20 poised to once again become the primary high-end AI chip in the market. The renewed availability of H20 is also anticipated to drive up demand for HBM.

Press Releases
Robotaxi Expansion Accelerates: Tesla Emerges as Key Driver in U.S. Market, While Chinese Players Rapidly Cut Costs, Says TrendForce

2025/07/15

Emerging Technologies

Tesla is currently testing its Robotaxis in Texas and is planning to extend services to the San Francisco Bay Area, drawing significant industry attention. TrendForce reports the U.S. Robotaxi market will be dominated by Tesla and Waymo, with the market size expected to reach US$36.5 billion by 2035. Meanwhile, China’s Robotaxi sector is also booming, with a well-established supply chain driving a rapid decline in hardware costs.

Press Releases
3Q25 NAND Flash Contract Prices Projected to Rise 5–10%; Weak Smartphone Demand Limits eMMC and UFS Growth, Says TrendForce

2025/07/09

Semiconductors

TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025. As suppliers shift production capacity toward higher-margin products, the overall supply in circulation has tightened.

Press Releases
Tesla Reportedly Halts Optimus Production; Technical Bottlenecks Signal a Turning Point for the Humanoid Robot Industry, Says TrendForce

2025/07/08

Emerging Technologies

Recent reports from China’s supply chain indicate that Tesla may be halting production of its humanoid robot, Optimus. TrendForce reports that Tesla currently faces two major challenges: limited battery life and difficulties with hardware-software integration. While improvements in motion planning and energy optimization through AI could help address battery performance, fundamental bottlenecks remain—particularly in the efficiency of core hardware components such as joint motors and transmission systems.

Press Releases
Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%, Says TrendForce

2025/07/07

Semiconductors

TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X. This has triggered aggressive restocking of legacy-generation products, further fueled by traditional peak-season demand. Consequently, average contact prices for conventional DRAM are projected to rise by 10% to 15% in 3Q25. Including HBM, overall DRAM prices are expected to increase by 15% to 20%.

Press Releases
Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025, Says TrendForce

2025/07/02

Semiconductors

TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth. Steady demand is also being bolstered by tier-2 data centers and sovereign cloud projects in the Middle East and Europe. With sustained demand from North American CSPs and OEM customers, global AI server shipments are projected to maintain double-digit growth in 2025.

Press Releases
Market Anticipates Strong Shipments for NVIDIA’s Custom RTX PRO 6000, but Cost-Performance, Domestic Competition, and Memory Supply Pose Uncertainties, Says TrendForce

2025/06/24

Semiconductors

The NVIDIA RTX PRO 6000 has recently generated significant buzz in the market, with expectations running high for strong shipment performance driven by solid demand. However, Avril Wu, Senior Vice President of Research at TrendForce, points out that uncertainties remain. Specifically, the custom low-power variant designed for the Chinese market faces challenges related to cost-performance disadvantages and increasing competition from other players. In addition, memory supply constraints could further impact overall shipments.

Press Releases
Inventory Headwinds Weigh on Top 5 Enterprise SSD Vendors in 1Q25; Recovery Expected as AI Demand Grows, Says TrendForce

2025/06/19

Semiconductors

TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.

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