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TrendForce’s latest investigations find that the NAND Flash market has seen significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025. As suppliers shift production capacity toward higher-margin products, the overall supply in circulation has tightened.
Recent reports from China’s supply chain indicate that Tesla may be halting production of its humanoid robot, Optimus. TrendForce reports that Tesla currently faces two major challenges: limited battery life and difficulties with hardware-software integration. While improvements in motion planning and energy optimization through AI could help address battery performance, fundamental bottlenecks remain—particularly in the efficiency of core hardware components such as joint motors and transmission systems.
TrendForce’s latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X. This has triggered aggressive restocking of legacy-generation products, further fueled by traditional peak-season demand. Consequently, average contact prices for conventional DRAM are projected to rise by 10% to 15% in 3Q25. Including HBM, overall DRAM prices are expected to increase by 15% to 20%.
TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth. Steady demand is also being bolstered by tier-2 data centers and sovereign cloud projects in the Middle East and Europe. With sustained demand from North American CSPs and OEM customers, global AI server shipments are projected to maintain double-digit growth in 2025.
The NVIDIA RTX PRO 6000 has recently generated significant buzz in the market, with expectations running high for strong shipment performance driven by solid demand. However, Avril Wu, Senior Vice President of Research at TrendForce, points out that uncertainties remain. Specifically, the custom low-power variant designed for the Chinese market faces challenges related to cost-performance disadvantages and increasing competition from other players. In addition, memory supply constraints could further impact overall shipments.
