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 Sun, 30 Aug 2026 15:22:48 +0800 <![CDATA[TrendForce集邦咨询: 英伟达AI机柜产品世代交替，预估2027年NVL72产值贡献可突破7,100亿美元]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13205.html http://test.new.trendforce.com/presscenter/news/19700101-13205.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：三星电机调涨4Q26 OEM报价，开启MLCC产业上升周期]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13201.html http://test.new.trendforce.com/presscenter/news/19700101-13201.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：存储器合约价持续飙升，预估2027年占主要CSP资本支出比重将高达68%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13199.html http://test.new.trendforce.com/presscenter/news/19700101-13199.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 2Q26全球前五大NAND Flash品牌合计营收季增77%，达688.7亿美元]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13187.html http://test.new.trendforce.com/presscenter/news/19700101-13187.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 液冷散热成高端AI基础设施标配，预估2026年渗透率可达53%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13184.html http://test.new.trendforce.com/presscenter/news/19700101-13184.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 2027年DRAM供给持续紧张，英伟达评估下调Rubin Ultra HBM配置]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13167.html http://test.new.trendforce.com/presscenter/news/19700101-13167.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: CSP资本支出预计增长90%，2026年AI服务器出货量增幅上调至近31%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13160.html http://test.new.trendforce.com/presscenter/news/19700101-13160.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 2027年存储器市场走势分化，DRAM供给持续紧缺、NAND Flash转趋宽松]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13157.html http://test.new.trendforce.com/presscenter/news/19700101-13157.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: AI需求催出日韩MLCC厂单月出货新高，消费级订单外溢效应显现]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13154.html http://test.new.trendforce.com/presscenter/news/19700101-13154.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 英伟达、博通CPO交换机展开小量出货，光引擎良率、先进封装产能成关键因素]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13152.html http://test.new.trendforce.com/presscenter/news/19700101-13152.html Thu, 01 Jan 1970 08:00:00 +0800