Micron has announced that its Fab 6 facility in Virginia, USA, has begun production of LPDDR4 and DDR4 DRAM using the 1α nm process. The LPDDR4 and DDR4 products manufactured at this fab will be shipped to clients in key application segments such as automotive electronics, industrial equipment, networking, medical devices, and defense and aerospace hardware. According to TrendForce’s latest memory industry research, the expansion at Fab 6 mainly reflects Micron’s internal production capacity reallocation and does not indicate a renewed focus on supplying DDR4 components for consumer electronics.
According to TrendForce’s latest survey of the NAND Flash industry, CSPs worldwide experienced an exponential surge in demand for enterprise SSDs in 1Q26 due to the need for high-speed data transmission and the massive data storage capacities required to build out AI server infrastructure. Additionally, a persistent structural shortage of traditional HDDs has led a significant volume of storage-related orders to shift toward QLC enterprise SSDs. Amidst this soaring demand and constrained supply, NAND Flash suppliers’ ASPs broadly exceeded expectations. Hence, the combined revenue of the world’s top five NAND Flash suppliers jumped 83.7% QoQ, surpassing US$38.9 billion.
According to the latest AI sector research by global market intelligence firm TrendForce, the top five North American cloud service providers (CSPs) will significantly increase their procurement of rack-scale AI servers in 2026 to expand the deployment of AI training and inference models. These five companies are expected to account for over 60% of global demand for NVIDIA’s GB and VR series servers this year. Moreover, TrendForce estimates that this aggressive infrastructure expansion will boost their combined AI training computing power by more than 56% YoY, while driving a massive YoY surge of approximately 122% in their combined AI inference computing power.
According to the latest investigation by global market intelligence firm TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs. This dynamic has prompted some distributors to stockpile inventory preemptively, causing suppliers to respond with price adjustments. Recent price negotiations between ODMs and suppliers indicate that the average drop in overall MLCC prices has narrowed to its smallest margin in nearly three years, suggesting that the MLCC price cycle has reached a critical turning point and is poised for an upward turn.
Surging mobile DRAM contract prices in 2Q26 continue to place even greater cost pressure on smartphone brands, according to TrendForce’s latest memory market research. The two major Korean suppliers may have adopted different pricing strategies: Samsung Electronics is pursuing a more aggressive one-step pricing approach with sharper increases, while preliminary quotations from SK hynix indicate relatively milder hikes through a gradual price-raising strategy, with final pricing expected to be completed in late May. Overall, TrendForce estimates that the ASP of LPDDR4X solutions will jump by at least 70-75% QoQ for 2Q26, while the ASP of LPDDR5X solutions will see a QoQ surge of 78-83%.
