DRAM industry will focus on HBM capacity expansion, with Chinese suppliers limited by equipment restrictions; major players like Samsung, SK hynix, and Micron emphasize tech migration and AI applicati...
The industry enters a 2026 Super Cycle driven by DRAM and Enterprise SSDs. Despite a slowdown in consumer electronics, AI remains the primary growth engine. Low inventory levels and the transition to...
Contract negotiations for 1Q26 are delayed, while spot prices remain high and stable. Major manufacturers report strong earnings with depleted inventory, shifting capacity toward high-margin AI produc...
Supply constraints favor sellers with rising contract prices, though high costs dampen spot trading. Earnings confirm AI enterprise SSDs are driving profits. Future strategies prioritize technology up...
Supply tightness and shifts to high-end lines drove Consumer DRAM prices up in January. With PC and server demand squeezing capacity, analysts significantly raised Q1 forecasts, seeing no near-term co...
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...
Restricted by supply shortages, PC DRAM contract prices skyrocketed in the first quarter, with DDR4 outperforming DDR5. Although rising laptop prices have dampened full-year shipment forecasts, low in...
While most smartphone brands have not yet officially initiated price negotiations for 1Q26 mobile DRAM, market signals indicate that the upward trend will persist this quarter, with momentum exceeding...
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations s...
Driven by AI demand and strict supply controls, the Jan 2026 NAND Flash market remains seller-dominated with rising prices. MLC surged notably due to impending discontinuation. Structural support limi...
Driven by structural cuts in mature process capacity and stable niche demand, Jan 2026 SLC and MLC prices rose significantly. With supply shortages expected to persist, the market outlook remains bull...
Persistent DRAM supply shortages have empowered suppliers, driving sharp upward revisions in contract prices. High-margin Server DRAM now leads profitability, prompting capacity shifts. Consequently,...
Contract price forecasts were raised sharply, led by PC DRAM, with further upside potential. High spot costs stalled advanced chip trading, shifting demand to mature products. CXMT is accelerating pro...
Contract prices remain high due to suppliers' profit focus; spot prices are rising, but trading is flat as sellers hold firm. YMTC is poised for significant market share growth through capacity e...
Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As...
