As demand for AI servers continues to surge, memory capacity has become exceptionally tight. According to Commercial Times, U.S. and Chinese cloud service providers (CSPs) are engaging in aggressive purchasing, leaving global memory capacity for 2026 nearly sold out. Industry sources add that supply...

According to TrendForce's latest memory spot price trend report, regarding DRAM, the price increase for DDR4 remains more significant compared to DDR5, and Samsung has clearly stated it will not defer its EOL plan. As a result, supply will decline rapidly for DDR4 in 2026, leading to the highest per...

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4, DDR5 chips and modules continue climbing daily, though gains have eased slightly. Kingston, the top module supplier, implemented substantial DRAM price hikes this week, with overall spot prices showing no signs of...

Rising memory prices are pushing major manufacturers to seek additional capacity. According to Economic Daily News, sources say Micron is in talks with Powerchip Semiconductor Manufacturing Corporation (PSMC) to produce memory at the company’s newly completed Tongluo fab in Miaoli, Taiwan, which s...

At its December 18 earnings call, Micron reportedly acknowledged that it is currently able to meet only around 55%–60% of core customer demand, while warning that the memory supply crunch is likely to persist beyond 2026. Here’s a closer look at the factors driving the tight supply, the ripple e...