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TrendForce

TrendForce is a global leader in providing in-depth market intelligence and professional consultation services for clients across a diverse range of industries. Additionally, TrendForce has established itself as a robust platform for exchanging vital market information among firms in different sectors.
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Tesla Halves AI5 AI Chip’s LPDDR5 to 72GB, Cuts AI6 LPDDR6 by One-Third as Memory Supply Tightens

TrendForce -
Tesla is cutting the memory capacity of its next-generation AI chips as it looks to secure enough supply for large-scale Optimus production while lowering...

China Unveils 15th Five-Year Battery Plan, Targets Initial Large-Scale All-Solid-State Battery Deployment by 2030

TrendForce -
China is setting out its next-stage roadmap for emerging battery technologies, with solid-state and sodium-ion batteries among the key areas targeted for further development....

Global NEV Sales Rise 10.4% YoY in 2Q26; Overseas Expansion Becomes Key to Chinese Automakers’ Competitiveness

TrendForce -
TrendForce’s latest EV industry research reveals that global sales of NEVs—BEVs, PHEVs, and fuel cell vehicles—reached 5.37 million units in the second quarter of...

Tantalum Prices Nearly Triple on AI Demand, Supply Disruptions; EV Capacitor Lead Times Reportedly Top 1 Year

TrendForce -
Surging AI demand and mining disruptions in Africa are putting the EV industry at risk of a tantalum capacitor supply crunch in 2026. TrendForce...

How Much Memory Does a Modern Vehicle Need?

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Smart Cars May Pack 100GB+ DRAM, Up to 1.5TB NAND Memory shortages and rising prices have become so severe that even Apple has raised the...

Micron Expands Long-Term Memory Deals with 7 Auto Clients; Qualcomm, Harman Draw Attention

TrendForce -
Micron is expanding its Strategic Customer Agreements (SCAs) with a fresh batch of automotive partners as it moves to secure more long-term demand visibility....

Japan Accelerates Development of all-solid-state batteries and Supply Chain Buildout

TrendForce -
TrendForce's latest “2Q26 Global Solid-State Battery Industry Development Quarterly Report” reveals that the Japanese government has significantly expanded support for next-generation battery technologies in...

Global EV Traction Inverter Installations Remain Resilient in 1Q26 Despite Seasonal Slowdown

TrendForce -
TrendForce's recent report on EV traction inverters shows that in the first quarter of 2026—usually the industry's slowest season—global installations hit around 6.82 million...

Chinese EV Makers Reportedly Hike Prices by Up to RMB 6,000 as Auto Memory Costs Surge 180% in 3 Months

TrendForce -
Rising automotive memory prices are starting to ripple through China’s auto market. According to IThome, citing CCTV News, more than 10 Chinese new-energy vehicle...

Onsemi Reportedly Plans Up to 300 Job Cuts in Czech Plant as Low-cost Chinese SiC Competition Intensifies

TrendForce -
Amid intensifying competition from Chinese players, Onsemi is reportedly under mounting pressure, with up to 300 job cuts planned at its Rožnov pod Radhoštěm...
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