# TrendForce
Latest news and articles about TrendForce
Total: 4 articles found
Micro‑LED 'Chip‑on‑Panel' Could Cut Data‑Centre Intra‑Rack Power to 5% of Copper, TrendForce Says
TrendForce says Micro‑LED chip‑on‑panel (CPO) interconnects could shrink intra‑rack transmission energy to about 5% of copper cabling, a change driven by surging bandwidth needs from generative AI. The technology promises big operational savings and higher port density but must overcome manufacturing, coupling and standardization hurdles before it can displace existing optical and copper solutions.
Panel Prices Turn Mixed: TV Panels Poised to Rise as Laptop Screens Come Under Pressure
TrendForce expects February 2026 TV panel prices to rise across most sizes, while laptop panels are likely to see price declines due to weak PC demand. The divergence stems from inventory and capacity shifts as panel makers prioritise large-screen TV production and face structural changes in the wider display market.
Memory Market Hits a 'Super Cycle' as Prices Surge and Chinese Suppliers Reap Windfall
From Q3 2025 a sharp rally in global memory prices has produced a 'super cycle' that propelled DRAM and NAND spot prices up more than 300% cumulatively. Chinese storage suppliers have reported improved earnings, and research houses forecast continued price gains into early 2026 driven by AI and datacentre demand, though cyclical risks and capacity responses could temper the upswing.
Global 8‑inch Wafer Market Tightens as Chip Giants Cut Capacity — China Fabs Cash In with Price Hikes
A supply squeeze in 8‑inch wafer manufacturing, driven by capacity cuts at TSMC and Samsung and growing AI‑era demand for power and analog chips, has pushed prices up by roughly 5–20%. Chinese mainland foundries including SMIC and Hua Hong are filling the gap, raising prices and running near full capacity, but the longer‑term migration to 12‑inch production continues to shape the market.