Manufacturers shifting capacity to advanced processes has tightened mature process supply. Combined with robust niche demand in telecom, industrial, and automotive sectors, this drives SLC and MLC con...
AI demand drives a 1Q26 seller's market. Capacity shifts to servers cause shortages. DRAM and NAND Flash prices rise broadly despite weak consumer demand.
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...
Expanding DRAM supply shortages are driving robust price hikes in both contract and spot markets, with significant upside potential for the first quarter. Micron’s earnings substantially beat expectat...
NAND Flash prices are rising due to tight supply. Micron reported significant revenue and margin growth driven by robust AI and data center demand. Future focus remains on high-capacity QLC and enterp...
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...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
In 4Q25, memory price increases for Chinese smartphone OEMs surpassed those for US OEMs, prompting suppliers to implement "catch-up" price hikes for US clients in 1Q26 to balance regional pr...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
Mobile DRAM contract prices show a clear regional gap, with Chinese clients paying notably higher increases than US peers. Suppliers plan aggressive catch‑up hikes for US customers to narrow this spre...
Upcoming quarterly contract prices keep rising on higher wafer costs and stronger buying. Spot prices stay firm amid tight supply. Smartphone NAND Flash sees upward pricing and narrowing regional gaps...
Driven by strong AI and CSP demand alongside HBM expansion, the DRAM industry saw surged prices and volume. With supplier inventory at lows and capacity shifting to high-end nodes, general supply is t...
Mobile DRAM revenue surged due to peak season demand and soaring contract prices, intensified by supplier bidding wars. While smartphone production saw a slight short-term upward revision, rising memo...
Looking to early next year, contract prices are projected to rise significantly due to low inventory and strong supplier leverage, with spot prices remaining high. While CXMT's capacity expansion...
Severe shortages are driving a surge in NAND Flash prices and panic buying across contract and spot markets. Meanwhile, YMTC is aggressively expanding capacity, advancing technology, and planning an I...
