How trade tensions are reshaping the global semiconductor landscape
The trillion-dollar chess game The semiconductor industry stands at the epicenter of global trade tensions, with tariffs becoming powerful pieces in an international chess match. What was once the world’s most globalized supply chain, with extreme regional specialization across design, fabrication, materials, and assembly, is now fragmenting under geopolitical pressures. Despite these challenges, we expect […]
Strong Demand from CSPs and Sovereign Cloud to Drive Over 20% Growth in AI Server Shipments by 2026, Says TrendForce
TrendForce’s latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through 2026. This momentum will fuel stronger pull-ins for GPUs and ASICs, alongside the rapid expansion of AI inference applications. As a result, global AI server shipments are forecast to grow by more than 20% […]