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

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

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.

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 ...

TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack the latest on memory, AI server deployment, and the widening US-China divide in AI infrastructure: REGISTER HERE. Over the ...

TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack how advanced packaging is reshaping the foundry industry, alongside the latest AI server and data center market dynamics, ...

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 ...

In Part 1 of the humanoid robot series, TrendForce noted that China’s rapid rise in humanoid robotics has put real pressure on US manufacturers. That pressure has now escalated into containment at the ...

Part 1 of this series looked at capacity expansion: how Enfabrica, Penguin Solutions, Marvell, and Meta are leveraging CXL to increase memory capacity for KV Cache. But expanding physical memory ...

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 ...

As test-time scaling takes hold, the focus of the AI industry is quickly shifting from training to inference. NVIDIA, Google, and other major AI players rolled out inference-specific chips in the ...