Selected Topics

Selected Topics cover various major fields of the technology industry, including the semiconductor industry, green energy, and terminal devices. These specially selected reports focus on major industries, allowing readers to quickly grasp the technological advancements and trends in each field.

High Server DRAM Demand Drives Expansion by Major Suppliers

TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

Server DRAM prices are projected to surge due driven by tight supply and robust cloud service provider demand. To secure supply, clients are aggressively negotiating long-term agreements, incentivizing manufacturers to expand capacity. Manufacturers are shifting production focus to high-margin DDR5. Market anticipates persistent undersupply, with substantial new capacity taking years to come online, while process upgrades accelerate short-term. PC DRAM also rises, but less significantly.

AI Performance Drives Enterprise SSD Dominance in Storage - 2026 Trends

AI's evolving demands shift storage from HDDs (high latency) to SSDs (speed, low latency). SSDs offer superior performance and TCO benefits, accelerating their adoption in AI infrastructure.

DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited

AI drives surging memory demand, prompting capex revisions. However, limited cleanroom space and a shift to advanced tech over raw capacity will constrain future bit output growth. Equipment vendors are optimistic, yet memory tech hurdles rise.

2026 Cloud AI Outlook: NA Hyperscalers Target GPU & ASICs

North American cloud giants are substantially increasing Capex, signaling an investment peak in AI infrastructure over the next two years. Shifting to large-scale, long-term strategies, they are focusing on high-end GPU Racks and accelerating in-house AI ASIC development to secure market leadership and drive rapid AI server growth.

Rankings of Top 10 Global SSD Module Brands for 2024

2024 SSD market faced conservative demand; Kingston led, Chinese brands rose, intensifying the "big get bigger" trend. Module makers differentiated, targeting new markets, with AI driving future high-capacity SSDs.

2026 Global AI Packaging: CoWoS vs EMIB Analysis

AI-driven demand push chiplet-based packaging; EMIB costs less than CoWoS, signaling a move to modular, efficient interconnects.

2026 AI Server Market Trends: Driving DRAM and NAND Flash Price Surge

A clear uptrend is taking shape for 2026, with tighter DRAM supply and broad-based price increases now firmly in sight. The primary growth catalyst is CSPs, which are accelerating data center expansion to support AI workloads. This is not only driving higher global server shipments but also a notable increase in memory content per server. In the NAND Flash market, enterprise demand will serve as the core growth engine in 2026, while the consumer segment is expected to remain muted until a more visible economic recovery boosts purchasing power and revitalizes demand. Looking ahead to 2026, continued strength in AI server demand—combined with suppliers' profitability-first strategy—will keep both DRAM and NAND Flash prices on an upward trajectory, reinforcing a structural pricing shift across the memory industry.

DDR5 Supply Shortfall Drives Prices Higher; 2026 Profits Will Surpass HBM3e

Tariffs and policy changes kept early demand cautious, but cloud expansion and AI investment have lifted memory demand and pricing, tightening DRAM supply. The DDR5 uptrend is established, with profitability likely to surpass HBM3e; vendors’ capacity allocation and pricing strategies will reshape the market landscape.
More Research Report

More Related Information

Automotive Display Market Analysis Webinar

18 September 2023

Automotive Display Market Analysis Webinar
Dynamics of AI Server Market Webinar

25 July 2023

Dynamics of AI Server Market Webinar
Analysis on Foundry Industry under US Technology Export Restrictions

22 November 2022

Analysis on Foundry Industry under US Technology Export Restrictions
Mainstream DRAM Spot Price

Chart

Mainstream DRAM Spot Price
SIA Semiconductor Sales Amount -- Total

Chart

SIA Semiconductor Sales Amount -- Total
Global Branded NAND Flash Manufacturers' Revenue: YMTC

Chart

Global Branded NAND Flash Manufacturers' Revenue: YMTC
[News] TSMC Speeds Advanced Packaging: AP7 Targets 2026 Output; Arizona P6 Eyed for U.S. Packaging Hub
News

[News] TSMC Speeds Advanced Packaging: AP7 Targets 2026 Output; Arizona P6 Eyed for U.S. Packaging Hub
[News] SK hynix Unveils Organizational Restructure with Dedicated HBM Taskforce in the Americas
News

[News] SK hynix Unveils Organizational Restructure with Dedicated HBM Taskforce in the Americas
[News] Intel to Retain Networking and Edge Division After Spinoff Review as Financial Outlook Improves
News

[News] Intel to Retain Networking and Edge Division After Spinoff Review as Financial Outlook Improves

Get in touch with us