Nvidia is reportedly set to consolidate its lead in the fabless market through the rollout of NVLink Fusion, with TrendForce pointing to the company's leading position against the backdrop of expanding AI demand in 2026.
Nvidia is reportedly moving to cement its lead among fabless companies, with NVLink Fusion at the center of its strategy. Citing TrendForce's analysis, the article says that expanding AI demand is identified as a factor behind the company's position.
In a report dated the same day, TrendForce pointed to Nvidia's year-on-year growth and rising demand related to AI as supporting the company's market advantage. It also referred to developments at competitors including Broadcom, Google, Marvell and AMD.
The article lists references to several items as related topics as of August 2026, including NAND, semiconductor materials, manufacturing technology and the memory market.