TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PV https://www.trendforce.cn/feed/Semiconductors.html Mon, 01 Jun 2026 02:00:16 +0800 <![CDATA[TrendForce集邦咨询: Agentic AI刺激存储器需求扩张，预估2027年全球存储器产值将扩大至1.28万亿美元]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13066.html http://test.new.trendforce.com/presscenter/news/19700101-13066.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 美光Fab 6投产LPDDR4 / DDR4，不影响DDR4供给短缺格局]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13062.html http://test.new.trendforce.com/presscenter/news/19700101-13062.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 供不应求态势激励价格成长，1Q26全球前五大NAND Flash品牌合计营收季增83.7%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13059.html http://test.new.trendforce.com/presscenter/news/19700101-13059.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 北美CSP大举购置NVIDIA GB / Rubin整柜式方案，2026年AI推理算力将跃升1.2倍]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13052.html http://test.new.trendforce.com/presscenter/news/19700101-13052.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 高端需求扩张、消费类渠道囤购升温，有望催化MLCC价格反转]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13047.html http://test.new.trendforce.com/presscenter/news/19700101-13047.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：2Q26 Mobile DRAM合约价续强，压缩智能手机产量]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13043.html http://test.new.trendforce.com/presscenter/news/19700101-13043.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 大厂减产叠加AI周边IC需求骤增，晶圆代工成熟制程酝酿涨价]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13037.html http://test.new.trendforce.com/presscenter/news/19700101-13037.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 北美业者扩大投资AI数据中心， 2026年全球九大CSP资本支出上调至8,300亿美元]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13034.html http://test.new.trendforce.com/presscenter/news/19700101-13034.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: AI需求稳健、消费类承压，MLCC供应商定价出现分歧]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13024.html http://test.new.trendforce.com/presscenter/news/19700101-13024.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：预估2026年全球AI光收发模块市场规模达260亿美元，关键零部件吃紧成扩产瓶颈]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13018.html http://test.new.trendforce.com/presscenter/news/19700101-13018.html Thu, 01 Jan 1970 08:00:00 +0800