Three of the six components we track are in severe shortage. ABF runs at 48 to 56 weeks against a balanced 12.

Edge AI players, not data center players, are the ones showing real interest in 4hi HBM. TrendForce observes that in certain ...

“The memory system of AIs is going to cause the storage system to be completely revolutionized.” At GTC Taipei in June 2026, Nvidia founder and CEO Jensen Huang pointed to the memory system as one of ...

Quick recap: 2.5D packaging uses an interposer with extremely high routing density, enabling faster signal transmission and lower power consumption between dies. Examples include TSMC’s CoWoS and ...

A free Monday brief on the AI infrastructure and semiconductor supply chain. Six components, tracked weekly, so you see what is tightening before the market does.

In March 2026, two announcements arrived in quick succession: Nvidia began selling its Vera CPU as a standalone product, and Arm unveiled its first in-house CPU, the Arm AGI CPU. That a GPU company ...

In 2026, the global build-out of AI data centers (AIDCs) has entered a critical phase of large-scale deployment. The explosive growth in computing demand is reshaping global power consumption patterns ...

The AI infrastructure buildout is often discussed in terms of chips and computing power. But beneath the surface, a set of supply chain bottlenecks is quietly shaping the pace and cost of deployment.

Recent reports suggest China may ease restrictions on NVIDIA H200 imports, potentially opening new opportunities for the GPU. However, TrendForce’s latest supply chain checks show that successful H200 ...

Correction: An earlier version of this article incorrectly listed the English name of glass fiber cloth supplier 宏和電子材料 as "Hongho Precision Textile." The ...

For most of the AI buildout, the scarce resource was compute. In 2026, the binding constraint has shifted to memory, and the pressure point is KV Cache, the working memory of inference. Its footprint ...