The OCP Global Summit opens this week, where the AI supply chain tackles its next set of bottlenecks. As racks move toward megawatt scale, watch for progress on 800 VDC power, liquid cooling, and ...

Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level, while shortages are limiting some NAND suppliers’ ability to support ...

The fiber array unit (FAU) is a critical passive optical component in CPO. Precisely aligning and securing it onto an optical engine (OE) demands extremely stringent precision and directly affects ...

Prefill: The input prompt is processed in parallel in a single pass. The Key and Value vectors for each layer are computed and stored in the KV Cache, and the first output token is generated at the ...

TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack how advanced packaging is reshaping the foundry industry, alongside the latest AI server and data center market dynamics, ...

The AI infrastructure buildout is often discussed in terms of chips and computing power. But beneath the surface, a set of supply chain bottlenecks is quietly shaping the pace and cost of deployment.

With demand picking up, NAND suppliers are reallocating capacity toward enterprise SSDs, though eSSD lead times remain elevated at 16 weeks against a balanced 8, as overall supply stays insufficient.

“The memory system of AIs is going to cause the storage system to be completely revolutionized.” At GTC Taipei in June 2026, Nvidia founder and CEO Jensen Huang pointed to the memory system as one of ...

TrendForce Substack covers semiconductors and AI infrastructure in depth. Depth takes time to read, and it does not always answer the question that surfaces first on a Monday morning: what changed ...

In March 2026, two announcements arrived in quick succession: Nvidia began selling its Vera CPU as a standalone product, and Arm unveiled its first in-house CPU, the Arm AGI CPU. That a GPU company ...