TrendForce
TrendForce Substack delivers in-depth analysis on semiconductors and AI infrastructure, plus a Monday brief tracking six components across the supply chain. Backed by 25+ years of market intelligence.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 6 months ago | Last Issue | 4 days ago |
| Active | |||||
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insights.trendforce.comLatest Issues
By 2028, US Data Centers Could Have the Servers but Not the Power to Run Them
According to TrendForce’s analysis based on demand-side server shipment estimates, AI and server equipment shipments continue to grow strongly, and the power demand structure of data centers has already been reshaped by AI servers. In the s...
Weekly Radar 002: eSSD Demand is Reshaping NAND Supply
This Week in 30 Seconds
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With demand picking up, NAND suppliers are reallocating capacity toward enterprise SSDs, though eSSD lead times remain elevated at 16 weeks against a balanced 8, as overall supply stays insufficient.
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SK...
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.
4hi HBM samples started showing up on suppliers’ radar right at the start of 3Q26. AI chip makers, NVIDIA included, are evaluating every possible configuration, including lower sta...
Weekly Radar 001: The GPU is Not the Bottleneck
Why we are starting this
TrendForce Substack covers semiconductors and AI infrastructure in depth. Depth takes time to read, and it does not always answer the question that surfaces first on a Monday morning: what changed last week, and wh...
Why Everyone Is Talking About Hybrid Bonding, and Who Is in the Race
Bonding technologies, use cases, bottlenecks, and key suppliers
TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack how advanced packaging is reshaping the foundry industry, alongside the latest AI server and data...
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TrendForce is a global market intelligence firm with 25+ years of supply chain expertise. Subscribe for weekly deep dives on semiconductors, AI infrastructure, and the trends shaping the industry.
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