US data centers drive DDR5 and HBM demand. Rising DDR5 prices boost profitability. Future growth relies on HBM4 and standard DRAM synergy. Revenue mix will shift as standard memory prices recover agai...
The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technica...
Driven by booming AI inference demand and HDD shortages, orders are shifting to high-capacity Enterprise SSDs. With manufacturers maintaining conservative expansion, supply cannot meet the explosive d...
Panel price forecast includes monthly average prices and price forecast in the next year for LCD TV panel, LCD monitor panel, and notebook panel. Based on current economic conditions, panel makers' ca...
TrendForce research team offer ASP on LCD TV and LCD monitor of the current month, which is surveyed and classified by sizes, regions, BLU, and 3D/non-3D. The data is collected from representative web...
Revenue of mobile DRAM was driven by the increase of contract prices in 3Q25, and accomplished a QoQ growth of nearly 30% in market value. Revenue is looking to continue ascending in 4Q25 after anothe...
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
The NAND Flash industry saw Q3 revenue growth driven by strong enterprise SSD demand from AI servers. ASP rose due to production cuts and higher enterprise SSD mix. For Q4, AI applications and HDD sho...
TrendForce research team offers monthly shipment report of the top 11 monitor brand vendors to keep clients updated on latest shipments changes of the major brands. In addition to top 11 brand vendors...
TrendForce research team offers monthly shipment report of the top 11 monitor brand vendors to keep clients updated on latest shipments changes of the major brands. In addition to top 11 brand vendors...
Server DRAM prices are projected to surge due driven by tight supply and robust cloud service provider demand. To secure supply, clients are aggressively negotiating long-term agreements, incentivizin...
Advanced-process expansion and layouts for both Chinese foundries and GlobalFoundries, stressing supply autonomy and cross-border investment amid strategic shifts for long-term needs.
Panel price forecast includes monthly average prices and price forecast in the next year for LCD TV panel, LCD monitor panel, and notebook panel. Based on current economic conditions, panel makers' ca...
Major suppliers are expanding HBM capacity, with 2025 shipments revised upward. SK hynix leads with 150K TSV capacity, while Micron ramps up its Taiwan facilities. By 2026, all three will begin HBM4 m...
