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Supply chain6/day by emailEstimate
High-bandwidth memory is taking over the memory industry's capacity: TrendForce expects HBM to account, among the top three DRAM suppliers by the end of 2026, for 22% of DRAM wafer input, up from 18% a year earlier
Verified 2026-08-08
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More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
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