TrendForce
TrendForce Substack delivers in-depth analysis on semiconductors and AI infrastructure, plus a Monday brief tracking key components across the supply chain. Backed by 25+ years of market intelligence.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 7 months ago | Last Issue | 5 days ago |
| Active | |||||
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insights.trendforce.comLatest Issues
Weekly Radar 005: AI Demand Pulls DRAM Supply Toward Servers
This Week in 30 Seconds
- Memory and storage supply remain tight well into 2027. DRAM stays Very Tight at 20 weeks versus an 8-week balanced level, while suppliers are shifting bit supply from PC DRAM toward server DRAM. CSPs are also...
Passive Part, Active Battle: Inside CPO's FAU Coupling Bottleneck
We map who supplies the components and equipment to solve it.
The fiber array unit (FAU) is a critical passive optical component in CPO. Precisely aligning and securing it onto an optical engine (OE) demands extremely stringent precision a...
Weekly Radar 004: DRAM Tightness Is Becoming an Enterprise SSD Constraint
This Week in 30 Seconds
- Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level, while shortages are limiting some NAND suppliers’ ability to support enterprise S...
Google Goes Global. AWS Has the Most GW under Construction
About Ground Truth
Ground Truth is a monthly TrendForce Substack column built on our proprietary Data Center Tracker, which covers major hyperscalers in the US and China, and monitors nearly 2,000 facilities worldwide. We cross-referenc...
Weekly Radar 003: Meta's Muse Puts Server CPUs Back in Focus
This Week in 30 Seconds
- Server CPUs join the Radar this week, a sign of how fast agentic AI has moved them up the watch list. Lead times are at 25 to 30 weeks against a balanced 16 to 20, with major CSPs also accelerating their own...
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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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