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Nov 03, 2026

AI Agent Boom Drives Surge in Server CPU Demand, 2027 Shipments Projected to Grow Over 40%

TrendForce forecasts server CPU shipments to rise 31% in 2026 and over 40% in 2027 as AI agents drive inference demand, shifting the CPU-to-GPU/ASIC ratio from 1:8 toward 1:2 or 1:1. Intel's growth is constrained by delays and limited capacity, while AMD's share is seen reaching about 27% in 2026. Arm-based CPUs, led by AWS Graviton, NVIDIA Grace, Google Axion, and Microsoft Cobalt 100, are expect
Nov 03, 2026

Nagasaki Prefecture Unveils Semiconductor Industry Cluster Plan, Aiming for ¥1 Trillion in Industry Sales

Nagasaki Prefecture has unveiled a regional industry cluster plan focused on semiconductor manufacturing and manufacturing equipment, centered on Isahaya and Omura cities and linking local device, material, equipment, component, and metal processing companies into a supply chain. Targets include ¥70 billion in public-private equipment investment, ¥90.4 billion in added value over five years, and 1
Nov 03, 2026

Samsung Electro-Mechanics Plans MLCC Embedded Substrate Production Line in Vietnam to Expand AI Packaging Capacity

As AI chips demand higher performance and integration, advanced packaging and substrate technologies are becoming critical to semiconductor competition. Samsung Electro-Mechanics is reportedly building a new MLCC embedded substrate production line at its Vietnam factory to strengthen its position in the AI semiconductor supply chain. The company has begun planning equipment investments, is evaluat
Nov 03, 2026

Global Smartphone Sales Declined in Q1, With Only Apple and Samsung Growing, Supporting the Performance of Hon Hai and Largan

The global smartphone market declined in the first quarter of 2026 for the first time since 2023, with overall shipments down 4.1%, according to IDC. Tight memory supply and the war in Iran pushed up handset costs and restricted shipment growth. Apple and Samsung were the only top-five brands to grow, both increasing shipments by more than 3% and each holding about one-fifth of the global market,
Nov 03, 2026

AI Computing Power Demand Continues to Explode, Power Semiconductors Outperform

AI infrastructure buildout drives surging 2026 demand for power semiconductors and data center ICs. STMicroelectronics doubles its data center revenue target to US$1B as orders extend into 2027.
Nov 03, 2026

Global IC Market to Continue Rapid Growth in 2026 as Industry Inventories Fall to Three-Year Low

Global IC market to keep rapid growth in 2026 as inventories hit a three-year low. June sales hit US$134.45B (+123.6% YoY); DRAM and NAND revenues surge. Lead times normalize to 16–24 weeks.
Sep 10, 2026

MLCC Lead Times Stabilise Heading into Q4

Market view: capacity additions have eased pressure on high-capacitance ceramic capacitors.