Winbond has agreed to acquire Infineon's NOR Flash and F-RAM businesses for more than US$1 billion, with closing targeted for 2H27. The deal brings automotive qualifications and high-density...
AI servers drive strong demand for conventional DRAM and HBM. Supply tightens, pushing contract prices higher and boosting memory suppliers' revenues. As server applications prioritize capacity, PC an...
Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although top suppliers are accelerating advanced process tr...
AI agents are driving up demand for KV cache and token storage, reshaping memory architecture. Cost considerations are pushing token storage down from expensive HBM and DRAM to SSDs. NAND suppliers ar...
NAND Flash capital expenditure is accelerating, yet manufacturers remain disciplined regarding capacity expansion. Supply growth is primarily driven by cleanroom filling at existing facilities and pro...
Global DRAM manufacturers are accelerating new fab construction and capital expenditures, with new capacity set to release in phases starting two years from now. As cleanrooms and equipment installati...
Driven by AI expanding into inference, cloud providers are accelerating data center buildouts, triggering a surge in server memory orders. This has caused contract prices to skyrocket and fueled robus...
Server DRAM prices surge on tight supply but future hikes will ease. Buyers globally rush to secure long-term contracts.
Driven by robust AI demand and supply shortages, Korean makers raised quotes, triggering a sharp rise in Server DRAM contract prices. Supply growth lags behind demand despite capacity shifts. Conseque...
Server DRAM prices are set for a sharp surge in early 2026 driven by critical shortages. Suppliers retain strong leverage, with Korean makers delaying quotes to maximize hikes. Despite capacity reallo...
According to TrendForce’s latest market research, the electronics supply chain has begun restocking right now in the middle of the year due to the anticipation of China’s 618 E-commerce Festival...
According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...
As indicated by the latest survey of global market intelligence firm TrendForce, Vanguard, who is only equipped with 8-inch fabs currently, has announced on June 5th the construction of a 12-inch fab...
As indicated by the survey of global market intelligence firm TrendForce, TSMC, Samsung, and Intel have been continuously engaging in the competition of advanced logic nodes by investing enormous reso...
According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...
