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Supply chain6/day by emailEstimate
AI server demand for HBM and high-capacity server DRAM has driven memory makers' sales so hard that TrendForce pegs total DRAM industry revenue in the second quarter of 2026 at nearly $154.73 billion, up 59.5% quarter-over-quarter
Verified 2026-10-17
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Read this morning's edition →The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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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