研報 | CSP資本支出預計增長90%，2026年AI服務器出貨量增幅上調至近31%

TrendForce集邦咨詢作為全球高科技產業研究機構，致力于洞察AI全鏈脈絡，助力企業戰略決策。研究版圖聚焦AI產業增長引擎，涵蓋：HBM、DRAM、NAND Flash等關鍵存儲產品；GPU、ASIC等AI算力芯片；晶圓代工、芯片設計及封測；以及AI服務器、顯示面板、LED、AR/VR等基礎設施與終端，延伸至自動駕駛、具身智能、光伏儲能、低空經濟等“AI+”垂直產業集群，同時提供核心零部件價格預測與數據庫。憑借多年深耕，為政企客戶與投資者提供行業研究報告、企業戰略咨詢及品牌整合行銷等服務。

As a global high-tech industry research institution, TrendForce is dedicated to delivering deep insights into the entire AI ecosystem and empowering strategic decision-making for businesses.Its research footprint focuses on the key growth drivers shaping the AI era, including critical memory technologies such as HBM, DRAM, and NAND Flash; AI computing chips like GPUs and ASICs; wafer foundry, IC design, and semiconductor packaging and testing; as well as infrastructure and end applications, such as AI servers, display panels, LEDs, and AR/VR technologies.

The research scope further extends into emerging “AI+” vertical ecosystems, including autonomous driving, embodied AI, photovoltaic energy storage, and the low-altitude economy, while also providing price forecasts and databases for core components. Leveraging years of deep industry expertise and market development, TrendForce offers industry research reports, corporate strategic consulting, and integrated brand marketing services to government agencies, enterprises, and investors worldwide.