Archive - TrendForce

Passive Part, Active Battle: Inside CPO's FAU Coupling Bottleneck

We map who supplies the components and equipment to solve it.

Oct 7 • TrendForce

Weekly Radar 004: DRAM Tightness Is Becoming an Enterprise SSD Constraint

HDD remains at 50 weeks, with relief unlikely before late 2027.

Oct 5 • TrendForce

Google Goes Global. AWS Has the Most GW under Construction

Ground Truth #001: Tracking where the world’s major hyperscalers are actually building AI capacity.

Oct 2 • TrendForce

September 2026

Weekly Radar 003: Meta's Muse Puts Server CPUs Back in Focus

DRAM stays very tight as price-hike talk builds for 4Q26.

Sep 28 • TrendForce

Why CSPs Are Turning to QLC SSDs for KV Cache Storage

Agentic AI is changing what goes into the storage tier below HBM.

Sep 24 • TrendForce

By 2028, US Data Centers Could Have the Servers but Not the Power to Run Them

A supply chain read on the power supply-demand gap

Sep 22 • TrendForce

Weekly Radar 002: eSSD Demand is Reshaping NAND Supply

HDD stays very tight as agentic AI drives demand.

Sep 21 • TrendForce

Why 4hi HBM May Not Be the One-Size-Fits-All Fix

A real fit for edge AI. A harder case for the data center.

Sep 14 • TrendForce

Weekly Radar 001: The GPU is Not the Bottleneck

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

Sep 14 • TrendForce

Why Everyone Is Talking About Hybrid Bonding, and Who Is in the Race

Bonding technologies, use cases, bottlenecks, and key suppliers

Sep 10 • TrendForce

Two Ways to Hold Capacity: How Top Five CSPs Expand Data Center Footprints

Self-builds reaching 40.0GW by end-2026; plus ~US$1.1T in signed lease commitments

Sep 1 • TrendForce

August 2026

Kimi K3 and the 7% Gap

How China's largest open-source model closed in on Claude Opus 5 and GPT 5.6 Sol.

Aug 26 • TrendForce

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