TrendForce

TEXXR Analysis

Jul 31, 2026

When a $45B AI Fund Meets the Margin Clock

CNBC reported Situational Awareness had grown as large as roughly $45 billion in early July; Bloomberg reported assets near $10 billion on July 30 after margin-...

Jul 14, 2026

AI Is Booking Memory Years Before It Exists

TrendForce projects data centers will consume more than 70% of high-end memory output in 2026; Kuo estimates 15%–20% of 2026 consumer-electronics memory capacit...

Coverage Timeline

2026-09-04

9to5Mac 11 related

TrendForce: for a 256GB iPhone Pro model, Q3 memory costs are forecast to be up nearly 400% YoY; Apple is not expected to pass on the full increase to customers

2026-09-04 View

2026-09-03

9to5Mac 13 related

TrendForce: for a 256GB iPhone Pro model, Q3 memory costs are forecast to be up nearly 400% YoY; Apple is not expected to pass on the full increase to customers

2026-09-03 View

2026-08-10

TrendForce 19 related

Analysis: the 256GB iPhone 18 Pro is set to have a bill of materials cost ~38% higher than the iPhone 17 Pro due to memory prices; memory's BOM share hits 34%

TrendForce's latest smartphone industry research reveals that escalating component costs—led by memory—are expected …

2026-08-10 View

2025-09-02

Tom's Hardware 5 related

TrendForce: Q2 global chip foundry revenue surged 14.6% QoQ to $41.7B, with TSMC securing a 70% market share, followed by Samsung with 7.2% and SMIC with 5.1%

Luke James / Tom's Hardware :

2025-09-02 View

2024-10-08

Wall Street Journal

TrendForce: TSMC's global foundry revenue share will hit ~64% in 2024, up from 51% in 2019, while Samsung's share is set to drop to ~10%, down from 16% in 2019

Jiyoung Sohn / Wall Street Journal :

2024-10-08 View

2023-12-07

AnandTech 4 related

TrendForce: the top 10 chip foundries' Q3 revenue rose 7.9% YoY to ~$28.29B; TSMC was first at ~$17B; Intel made the list for the first time in several quarters

The global foundry industry witnessed a substantial rise in demand in the third quarter of 2023, according to TrendForce.

2023-12-07 View

2023-03-21

AnandTech 2 related

TrendForce: NAND flash memory revenue fell 45% YoY and 25% QoQ in Q4 2022 and is set to drop 8.1% QoQ in Q1 2023; NAND's per-bit costs may reach all-time lows

2023-03-21 View

2022-07-07

Wall Street Journal 1 related

TrendForce: the average contract price for DRAM dropped 10.6% YoY in Q2 2022, the first such decline in two years, suggesting the demand boom is likely over

Jiyoung Sohn / Wall Street Journal :

2022-07-07 View

2022-02-10

Tom's Hardware 15 related

Kioxia and WD report contamination at two NAND production factories, impacting up to 6.5EB of storage; TrendForce says NAND prices could rise 5%-10% in Q2

Update 2/10/2022, 3am PT: Analyst firm TrendForce has now reported that the incident could cause NAND flash prices to spike 5 to 10% in Q2 …

2022-02-10 View

2021-06-02

ZDNet 4 related

TrendForce report: the combined revenue of the top 10 foundries, which make silicon wafers for semiconductors, reached a record-high of $22.75B in Q1 2021

A new report shows that in the face of unprecedented demand, chip manufacturers are increasing the price of wafers, leading to exceptional revenues across the industry.

2021-06-02 View

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TrendForce: for a 256GB iPhone Pro model, Q3 memory costs are forecast to be up nearly 400% YoY; Apple is not expected to pass on the full increase to customers

TrendForce: for a 256GB iPhone Pro model, Q3 memory costs are forecast to be up nearly 400% YoY; Apple is not expected to pass on the full increase to customers

Analysis: the 256GB iPhone 18 Pro is set to have a bill of materials cost ~38% higher than the iPhone 17 Pro due to memory prices; memory's BOM share hits 34%

TrendForce: Q2 global chip foundry revenue surged 14.6% QoQ to $41.7B, with TSMC securing a 70% market share, followed by Samsung with 7.2% and SMIC with 5.1%

TrendForce: TSMC's global foundry revenue share will hit ~64% in 2024, up from 51% in 2019, while Samsung's share is set to drop to ~10%, down from 16% in 2019

TrendForce: the top 10 chip foundries' Q3 revenue rose 7.9% YoY to ~$28.29B; TSMC was first at ~$17B; Intel made the list for the first time in several quarters

TrendForce: NAND flash memory revenue fell 45% YoY and 25% QoQ in Q4 2022 and is set to drop 8.1% QoQ in Q1 2023; NAND's per-bit costs may reach all-time lows

TrendForce: the average contract price for DRAM dropped 10.6% YoY in Q2 2022, the first such decline in two years, suggesting the demand boom is likely over

Kioxia and WD report contamination at two NAND production factories, impacting up to 6.5EB of storage; TrendForce says NAND prices could rise 5%-10% in Q2

TrendForce report: the combined revenue of the top 10 foundries, which make silicon wafers for semiconductors, reached a record-high of $22.75B in Q1 2021

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