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TrendForce
16.9K posts
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TrendForce
@trendforce
Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on bit.ly/41O1fJl
Taipei City, Taiwan
trendforce.com
Joined October 2010
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  • user avatar
    TrendForce
    @trendforce
    Jul 31
    👀 AI will continue to drive memory demand in 2027, keeping #DRAM tight and prices firm. As #NAND Flash capacity expands and consumer demand weakens, will second-half price corrections reshape the market? 💡More analysis #TrendForce: buff.ly/MBEDBPH 🔗
    49K
  • user avatar
    TrendForce
    @trendforce
    Jul 31
    💡 Memory Is Buckling Under KV Cache Demand, Two Fixes Are in Play. Surging KV Cache demand against constrained memory supply created severe bottlenecks. Penguin Solutions, Marvell, and Meta are deploying CXL-based solutions to expand addressable memory capacity, while NVIDIA's
    6.8K
  • user avatar
    TrendForce
    @trendforce
    Jul 31
    👀 #DDR5 MRDIMMs are gaining momentum for AI servers. #Renesas' new 16,000 MT/s chipset is sampling to major DRAM suppliers ahead of 2H27 production, with #AMD reportedly eyeing the technology.💡More: buff.ly/OPhgNLp 🔗
    [News] DDR5 MRDIMMs Gain Momentum; Renesas Unveils 16,000 MT/s Chipset as AMD Reportedly Eyes...
    From trendforce.com
    3.5K
  • user avatar
    TrendForce
    @trendforce
    Jul 31
    👀 #ASE has raised its 2026 capex again to US$10.5B as it steps up investments in 2.5D/3D packaging, FOPLP, and advanced testing. It now targets at least US$7.5B in LEAP revenue by 2027, double this year's level.💡More: buff.ly/AqdldyN 🔗
    [News] ASE Again Raises 2026 CapEx to Record US$10.5B; Eyes 2x Leading-Edge Advanced Packaging...
    From trendforce.com
    3.3K
  • user avatar
    TrendForce
    @trendforce
    Jul 31
    AI Infrastructure Begins Delivering Returns as Big Tech Posts Strong 2Q26 Results Financial results for the quarter that ended on June 30, 2026 underscore that artificial intelligence has become the primary engine of revenue growth across the global technology sector. Alphabet,
    9.5K