TrendForce 2026 Korea Roadshow takes place in Seoul on November 18. Join us for insights on how advanced packaging is ...

This week’s radar shows mixed moves. GPU shifts from Balanced to Tightening, MLCC lead times extend to 38 weeks, and DRAM eases to 19 weeks but remains Very Tight, especially for 32GB/64GB RDIMMs.

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.

TrendForce 2026 Korea Roadshow takes place in Seoul on November 18. Join us for insights on how advanced packaging is reshaping the foundry industry, the next growth drivers for DRAM and HBM, and the ...

ABF remains one of the tightest links in the AI supply chain. Lead times stay at 48–56 weeks versus 12 weeks in a balanced market, with little near-term relief. NVIDIA plans to increase substrate ...

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 ...

In 2026, the global build-out of AI data centers (AIDCs) has entered a critical phase of large-scale deployment. The explosive growth in computing demand is reshaping global power consumption patterns ...

HDD tightness is extending into 2028. Even after settling 2028 long-term agreements with HDD vendors, hyperscalers still expect a supply shortage, while lead times remain at 50 weeks versus a 16-week ...