TrendForce says AI's shift from large-model training to inference-focused Agentic AI is structurally expanding memory demand and that a short-term supply shortfall will keep upward pressure on prices. The research house raised its global memory marke

2026-05-29

TrendForce says AI's shift from large-model training to inference-focused Agentic AI is structurally expanding memory demand and that a short-term supply shortfall will keep upward pressure on prices. The research house raised its global memory market value forecast for 2026 to $889.3 bln (previously $551.6 bln) and for 2027 to over $1.28 tln (previously $842.7 bln), implying roughly 44% YoY growth.

Other News
2026-05-29

1. Two departments join forces to systematically build AI metrology capabilities. 2. Anthropic's valuation reaches $965 billion after a new round of financing, surpassing OpenAI. 3. Anthropic launches Claude Opus 4.8. 4. Alibaba DAMO Academy relea

2026-05-29

CITIC Securities research shows a low conversion-premium convertible bond strategy (20-issue portfolio) returned 36.64% in 2025 and 23.72% YTD to May 22, 2026. Historical data indicate stronger outcomes with smaller portfolios, implying the approach