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TrendForce
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@trendforce

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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  • @trendforce
    TrendForce
    @trendforce
    8s
    Self-built data center capacity across the top 5 US CSPs will collectively reach 40.0GW by end-2026 — but that's half the story. Signed, not-yet-commenced lease commitments hit ~US$1.16T. #TrendForce maps 3 expansion models: pse.is/9kavzr 🔗
    Two Ways to Hold Capacity: How Top Five CSPs Expand Data Center Footprints
    From insights.trendforce.com
  • @trendforce
    TrendForce
    @trendforce
    5h
    Nvidia reportedly warns biggest customers of 15% price hikes on AI servers — memory costs continue to soar. 📰 News Source:buff.ly/KpbezDu
    00:00
  • @trendforce
    TrendForce
    @trendforce
    5h
    As hyperscalers swap out GPUs for in-house XPUs, #NVIDIA is pulling off a brilliant pivot: owning the fabric, networking, and rack architecture underneath.
    @NEWS2082680
    NEWS
    @NEWS2082680
    5h
    🤝 #NVIDIA’s investment in #MediaTek would be its first in a listed Taiwanese firm—and could help NVIDIA stay at the heart of AI infrastructure even as hyperscalers build their own XPUs.💡More: pse.is/9kbjkn 🔗
    1
  • @trendforce
    TrendForce
    @trendforce
    6h
    #MediaTek is a leading global supplier of smartphone SoCs and has extended its low-power design, connectivity, and high-volume manufacturing capabilities into smart automotive systems, AI PCs, and smart home devices. With its technologies powering more than 2 billion connected
    @BloombergTV
    Bloomberg TV
    Bloomberg
    @BloombergTV
    20h
    Nvidia CEO Jensen Huang and Rick Tsai, MediaTek CEO, talk about expanding their partnership. Nvidia is investing $3.5 billion in the Taiwanese chipmaker bloom.bg/4zTq6do
    00:00
    1
  • @trendforce
    TrendForce
    @trendforce
    17h
    📱 Smartphone panel demand is better than expected! Secondary and repair markets are helping narrow the projected 2026 shipment decline to 2.5% YoY despite rising memory costs. 💡More analysis from #TrendForce: buff.ly/sLbWmr4 🔗
    Secondary and Repair Markets Provide Support; Global Smartphone Panel Shipments to Decline Just...
    From trendforce.com