AI server demand surges on hyperscale and inference workloads, lifting CSP rack-scale buildout amid grid constraints.
Mobile DRAM contract hikes slowed due to costs, yet server demand stabilized overall prices; spot prices rose. Diverse AI applications boost demand across all server DRAM capacities. High-capacity lea...
As technical iteration narrows the capability gap between models, Chinese open-source models are expanding their global presence by compensating weaker hardware with software optimization and scale. U...
Global Server Market – Trends and Outlook for 2Q26
Driven by the demand for both AI and general-purpose servers, enterprise SSDs are facing a severe supply-demand gap, leading to continuous surges in contract prices. Meanwhile, to address the pain poi...
In AI inference, MoE architectures and long-context processing have sharply increased memory-capacity requirements for model weights and KV cache, shifting the bottleneck from insufficient compute to...
Tight supply drastically boosts memory contract prices, though spot markets stall. Meanwhile, novel AI inference processors demand massive server memory, fundamentally driving strong future market gro...
In 4Q25, DRAM revenue surged due to AI-driven demand and soaring contract prices. Inventory depletion and prioritization of AI caused severe shortages, boosting profitability. For 1Q26, despite season...
Driven by the proliferation of inference applications and the recovery in general server demand, the market is undergoing a structural transformation. Demand for high-capacity storage solutions is exh...
Global Server Market – Trends and Outlook for 1Q26
CSP AI investment fuels robust server growth.
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity p...
The DRAM market is experiencing a significant price surge driven by robust demand from Cloud Service Providers and AI applications, coupled with tight supply. Both contract and spot prices are rising...
Contract DRAM prices are expected to surge significantly, with Micron leading. Spot market sellers are holding back due to strong outlook, causing DDR4 scarcity and DDR5 price hikes. AI's evo...
TrendForce notes surging AI inference drives high-capacity storage demand. HDD shortage pushes CSPs to Nearline SSDs. NAND Flash vendors accelerate QLC validation & expansion. Future sees...
