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...

Global DRAM capacity growth is expected to remain limited through 2026, as major DRAM makers in Korea and the U.S. focus on HBM and advanced-node transitions, Commercial Times reports. As the report highlights, this shift is tightening supply of conventional DDR4 and mainstream DRAM, with Taiwan’s...

According to Commercial Times, the global memory market continues to see price increases, driven by urgent orders from generative AI and major cloud service providers (CSPs). Industry sources note that both DDR4 and DDR5 contract and spot prices are set to post double-digit gains in October. The rep...

With DDR4 prices already firm on tight supply, the memory market is bracing for another rally as the electronics industry enters its seasonal peak in the second half, according to the Commercial Times. After sharp gains in Q3, contract prices are projected to rise a further 20%–50% in Q4, as Taiwa...

According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to raise DDR4 quotes, encouraged by Nanya’s strong August revenue, but buyers show limited acceptance of the hikes. In NAND, SanDisk’s push for a 10% increase to lift market sentiment has met resi...