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 Thu, 16 Jul 2026 07:00:32 +0800 <![CDATA[TrendForce集邦咨询: 利基需求升温叠加MLC转单效应，预估2H26 SLC NAND价格将上涨120-170%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13143.html http://test.new.trendforce.com/presscenter/news/19700101-13143.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 受长约定价机制影响，预估3Q26 Server DRAM合约价将季增13-18%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13139.html http://test.new.trendforce.com/presscenter/news/19700101-13139.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: AI高端MLCC激励日韩大厂订单出货比创新高，2H26缺货风险提升]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13137.html http://test.new.trendforce.com/presscenter/news/19700101-13137.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：3Q26存储器价格受AI服务器支撑，但消费端压力扩大使得涨幅收敛]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13133.html http://test.new.trendforce.com/presscenter/news/19700101-13133.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: AI零部件产能排挤、大厂减产加剧，预估晶圆代工成熟制程涨价效应延伸至2027年]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13128.html http://test.new.trendforce.com/presscenter/news/19700101-13128.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 英伟达800V Power Rack成Vera Rubin选用方案，预估至Rubin Ultra世代扩大采用]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13122.html http://test.new.trendforce.com/presscenter/news/19700101-13122.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：Consumer DRAM紧缺态势延伸DDR2产品，第三季合约价将持续上扬]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13113.html http://test.new.trendforce.com/presscenter/news/19700101-13113.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: CSP自研ASIC浪潮加速MLCC规格集中，2H26高端特规品或面临结构性短缺]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13104.html http://test.new.trendforce.com/presscenter/news/19700101-13104.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 上半年合约价涨幅皆破100%，2H26结构性缺货将带动NOR Flash、SLC NAND价格持续上涨]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13101.html http://test.new.trendforce.com/presscenter/news/19700101-13101.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 光互连成AI Factory扩张关键，预估2030年CPO/NPO市场规模将破390亿美元]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-13099.html http://test.new.trendforce.com/presscenter/news/19700101-13099.html Thu, 01 Jan 1970 08:00:00 +0800