Driven by robust AI demand, memory has become a strategic asset. Surging contract prices will trigger a spot market rebound. Stellar earnings and multi-year strategic agreements signal a structural sh...
TrendForce provide weekly spot prices for key photovoltaic components by conducting cross-investigations with major suppliers and buyers in the photovoltaic industry supply chain. We use historical co...
TrendForce provide weekly spot prices for key photovoltaic components by conducting cross-investigations with major suppliers and buyers in the photovoltaic industry supply chain. We use historical co...
AI demand and surging prices boosted server DRAM revenue. Buyer stockpiling depleted inventory, fueling an upcycle.
This report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues", it analyzes 2 or 3 key topics of...
1Q26 Mobile DRAM contract prices were fully finalized in mid-March, with the QoQ increase being the most moderate among all applications. However, to maintain a profitability balance across different...
AI demands and chip upgrades drive smartphone storage growth despite high costs. Brands raise base specs, making large capacities the new standard.
Cloud demands drive memory players to sign long-term agreements with prepayments, securing capacity and sparking price uptrends.
Memory prices will rally soon. To avert shortages, clients are signing long-term volume contracts to fund supplier expansions.
Mobile DRAM revenue hit new highs driven by surging contract prices, confirming a seller-driven super cycle. Major manufacturers shifting capacity to AI applications has tightened supply, allowing CXM...
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 new models and AI deployments, smartphone and server shipments grew in Q4, while notebooks declined due to economic factors. Looking into Q1, surging material costs are forcing price hikes,...
Propelled by surging contract prices, Mobile DRAM revenue broke the $10 billion mark in 4Q25, a quarterly jump of over 30%. Entering the off-peak 1Q26, while bit demand is expected to contract, the si...
Contract prices rose post-holiday, led by DDR5. Despite weakening consumer electronics demand and a quiet spot market, supply remains structurally tight due to robust AI/server needs and limited produ...
The NAND market shows structural divergence. Rising costs are suppressing consumer shipments, while AI drives robust enterprise demand. Suppliers are shifting capacity to servers and managing supply p...
