
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 | |||||

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...
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.
SK...
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...
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...
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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The writers behind this newsletter.
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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