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AI-Fueled Supercycle Propels Memory Market Revenue to More Than Twice That of Foundry Industry

02/09/2026 | TrendForce
The current AI surge is anticipated to boost both the memory and wafer foundry sectors to record-breaking revenues by 2026, based on TrendForce’s recent data. Limited supply and rapidly increasing prices are likely to grow the memory market's total worth to $551.6 billion.

1Q26 Memory Price Outlook Sharply Upgraded as QoQ Increases Hit Record Highs

02/02/2026 | TrendForce
TrendForce’s latest memory industry survey indicates that persistent AI and data center demands in 1Q26 are further worsening the global memory supply and demand imbalance, thereby increasing suppliers’ pricing power.

Higher Memory, Panel, and Metal Costs Hit TV Profits; 2026 Outlook Lowered

01/29/2026 | TrendForce
In 2026, the TV industry will see rising costs in memory, display panels, and precious metals, according to TrendForce’s latest TV shipment survey.

Rising CPU, Memory Prices to Cut Global Notebook Shipments 14.8% in 1Q26

01/26/2026 | TrendForce
TrendForce’s latest survey of the notebook industry reveals that global notebook brands have been grappling with sharp increases in memory prices since 2H25.

AI Reshapes the Industry Landscape: Global PCB Output to $105.2 Billion in 2026, Up 13.9% YoY

01/26/2026 | TPCA
Driven by the rapid expansion of AI computing demand, the global printed circuit board (PCB) industry is entering a new phase of structural growth.
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