Heading into 2027, #TrendForce flags what to watch across key tech segments: Foundry: Revenue to grow over 30% YoY, with broad-based price hikes led b...

What happened

On November 5, 2026, TrendForce posted its outlook for 2027 across key tech segments (all figures below are forecasts, not achieved results): Foundry revenue is forecast to grow over 30% YoY, with broad-based price hikes led by advanced nodes, advanced packaging, and 8-inch fabs. For CPO, platform qualification, faster testing, and passive alignment in 2027 will decide whether scale-up adoption ramps in 2028. DRAM bit supply growth is forecast to slow to 24% as capacity shifts to server DRAM and HBM, keeping supply tight. For MLCC, the AI crowding-out effect is expected to set up a year of structural shortages, while CPO, advanced packaging, and 800V power open new opportunities. AI server shipments are forecast to grow 36% YoY as GPUs and in-house ASICs advance in parallel. 2027 is framed as a pivotal year for humanoid-robot commercial validation, shaping whether global shipments can top 1 million units by 2030. Competition in AR glasses is expected to shift from hardware specs to platform integration as Meta, Samsung, and Google build out AI ecosystems.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/5/2026 · View original source