TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PV http://1p81k.skqbc.cn/feed/Semiconductors.html Tue, 11 Nov 2025 04:23:49 +0800 <![CDATA[TrendForce集邦咨询: 预计2026年CSP合计资本支出增至6,000亿美元以上，AI硬件生态链迎新成长周期]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12771.html http://test.new.trendforce.com/presscenter/news/19700101-12771.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: CSP、主权云需求持续强劲，预估2026年AI Server出货将年增逾20%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12761.html http://test.new.trendforce.com/presscenter/news/19700101-12761.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: DRAM供应吃紧推高DDR5合约价，2026年获利有望超越HBM3e]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12759.html http://test.new.trendforce.com/presscenter/news/19700101-12759.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 2025年第四季度的节庆消费需求恐趋保守，MLCC供给两极化加剧]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12752.html http://test.new.trendforce.com/presscenter/news/19700101-12752.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 2025年下半年晶圆代工产能利用率优于预期，零星业者酝酿涨价]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12747.html http://test.new.trendforce.com/presscenter/news/19700101-12747.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: AI存储需求激发HDD替代效应，NAND Flash供应商加速转进大容量Nearline SSD]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12743.html http://test.new.trendforce.com/presscenter/news/19700101-12743.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: 2026年CSP资本支出预计将高达5,200亿美元，GPU采购与ASIC研发成创新高核心驱动力]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12740.html http://test.new.trendforce.com/presscenter/news/19700101-12740.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：受QLC产品热度的外溢效应驱动，预计NAND Flash 4Q25价格将上涨5-10%]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12735.html http://test.new.trendforce.com/presscenter/news/19700101-12735.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询：4Q25 DRAM价格延续涨势，服务器需求提前发酵、旧制程产品涨幅仍较大]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12729.html http://test.new.trendforce.com/presscenter/news/19700101-12729.html Thu, 01 Jan 1970 08:00:00 +0800 <![CDATA[TrendForce集邦咨询: AI推理催化大容量储存产品结构性改变，Nearline SSD需求急升]]> 半导体 http://test.new.trendforce.com/presscenter/news/19700101-12727.html http://test.new.trendforce.com/presscenter/news/19700101-12727.html Thu, 01 Jan 1970 08:00:00 +0800