AI to Reshape the Global Technology Landscape in 2026, Says TrendForce

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Worldwide shipments of foldable devices projected to surpass 30 million units by 2027

  80% confidence

• Global installed capacity of AI data center energy storage is projected to surge from 15.7 GWh in 2024 to 216.8 GWh by 2030, representing a CAGR of 46.1%

  80% confidence

• Global humanoid robot shipments expected to surge more than sevenfold to surpass 50,000 units in 2026

  80% confidence

• OLED laptop market share will hit 5% by 2025, increasing to 9–12% between 2027 and 2028, driven by Apple's adoption

  80% confidence

• QLC SSDs are expected to make up 30% of the enterprise SSD market by 2026

  80% confidence

• AI server shipments will boost by over 20% year-over-year in 2026 driven by high demand for AI data center construction

  80% confidence

• The adoption of SiC and GaN in data center power systems will reach 17% by 2026 and exceed 30% by 2030

  80% confidence

• By 2027–2028, the industry will have more advanced full-color LEDoS solutions, with Meta likely launching its next-generation AR glasses featuring LEDoS displays

  80% confidence

• Cold-plate liquid cooling will remain the primary solution in the near to midterm, with CDUs transitioning from liquid-to-air to liquid-to-liquid setups

  80% confidence

• Liquid-cooling systems usage in server racks expected to reach 47% by 2026

  80% confidence

• By 2026, Robotaxi services are expected to grow rapidly across Europe, the Middle East, Japan, and Australia

  80% confidence

• The adoption rate of L2 and higher assisted-driving systems will surpass 40% by 2026

  80% confidence

Cited in these Via News reports

• AI Chip Demand Drives Global Semiconductor Recovery Led by Memory and Advanced Packaging →
• AI Infrastructure Race Rewires Global Semiconductor Supply Chains →
• AI Solves Complex Math Problems in Hours on Single Machines, Reshaping Global Research Access →
• AI's Insatiable Chip Appetite Is Redrawing the Global Semiconductor Map →
• ARM Targets $15B Revenue with Data Center Chips, Breaking Four-Decade Licensing Model →
• Abu Dhabi Robotaxis Turn Profit as Global Autonomous Vehicle Market Reaches Commercial Viability →
• Arm Holdings Enters Chip Manufacturing, Targets $15B Revenue as Global Semiconductor Race Intensifies →
• Chip Packaging Investments Hit $3B as Global AI Buildout Triggers Memory Shortages →
• Custom AI Chip Orders Surge as Marvell, AMD Target Cloud Providers Across Three Continents →
• Global AI Infrastructure Race Exposes Critical Bottlenecks as Nations Compete for Compute Supremacy →
• Global Chip Race: AI Supercycle Collides With Mounting Macro Headwinds →
• OpenAI Chief Scientist Predicts Autonomous AI Research Labs Operating Without Human Oversight →
• OpenAI Scientist Envisions Autonomous Research Labs Operating in Data Centers for Months →
• OpenAI Scientist: Autonomous AI Research Labs Arriving Within Months →
• OpenAI Targets Autonomous AI Systems That Work Days Without Human Oversight →
• OpenAI Targets Fully Autonomous AI Research Labs That Run Without Human Scientists →
• Robotaxis Enter Commercial Service in 2026 as Global Robotics Industry Scales from Research to Production →
• Robotics Firms Set 2026-2028 Timeline for Commercial Launch Across Three Continents →
• The AI Infrastructure Arms Race: How CoreWeave and SoftBank's Moves Are Reshaping Global Capital Flows →
• The Efficiency Revolution: How Lean AI Research Is Challenging Silicon Valley's Compute-at-All-Costs Doctrine →
• The Global Race to Build AI's Backbone: Inside the Supply Chain Arms Race Reshaping the World Economy →
• The Robotics Revolution Goes Global: How Physical AI Is Reshaping Economies From Singapore to São Paulo →
• WeRide Hits Breakeven as AI Researchers Shift from OpenAI to Robotics Startups →