AI applications continue to drive unprecedented demand for memory, with DRAM supply tightness taking center stage at Winbond’s earnings call yesterday. According to Economic Daily News, Winbond said the DRAM shortage is set to persist, with memory prices this quarter expected to surge 90–95%, an...

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...

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...

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...