TRENDFORCE

TrendForce is a Taiwan-based technology market intelligence firm best known for its DRAMeXchange memory-pricing data and supply chain research across semiconductors, displays and green energy. Its shipment and order-backlog surveys are widely cited by chipmakers, investors and industry press tracking memory and component cycles.

HQ Taipei, Taiwan · Website trendforce.com

Predictions & track record (3)

• Awaiting grading The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled.To be scored on whether Murata, Samsung Electro-Mechanics and Taiyo Yuden's book-to-bill ratios stay above 1.25 through Q3-Q4, and whether inventory that fell below 30 days returns to normal by year-end.
• Awaiting grading A Morgan Stanley note not meant to go public is reportedly behind Korea's sharpest chip selloff this yearCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.
• Awaiting grading SemiAnalysis says Nvidia's next power system slips a year. Supply chain sources call it a validation delay, not a roadmap changeCheck around Q1 2027 whether Nvidia's 800V HVDC system reaches large-scale production on the original timeline or slips into 2028 as SemiAnalysis warned.

6 related posts

• Bull The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled. Jukan (@jukan05) · 2026-07-28
• Watch Samsung and SK hynix's 3D IC Caution Is Really About HBM Eating All Their Bandwidth Jukan (@jukan05) · 2026-07-25
• Bear A Morgan Stanley note not meant to go public is reportedly behind Korea's sharpest chip selloff this year Jukan (@jukan05) · 2026-07-24
• Watch SemiAnalysis says Nvidia's next power system slips a year. Supply chain sources call it a validation delay, not a roadmap change Jukan (@jukan05) · 2026-07-23
• Bear YMTC didn't overtake Micron in NAND share. It tied it, and that might be the bigger story Jukan (@jukan05) · 2026-07-23
• Bull Samsung starts building a hybrid-bonding line for next-gen HBM, picks Dutch supplier Besi Jukan (@jukan05) · 2026-07-21