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...
Server DRAM contract prices surge in 2025 due to tight supply and low inventory. Cloud firms and OEMs accept price hikes, while suppliers accelerate capacity expansion to meet rising 2026 demand; furt...
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 such a...
PC DRAM contract prices surged in 4Q25 due to tight supply and OEM restocking. DDR4 and DDR5 module prices keep rising, driving up PC prices and potentially dampening sales.
Surging server DRAM demand drives price hikes, consumer DRAM up over 20%. Rising costs pressure brands, 2026 shipments may drop.
Due to tight supply and strong AI and enterprise SSD demand, NAND Flash wafer prices surged in November. Contract prices for some products rose significantly, with the uptrend likely to continue into...
Suppliers keep reducing SLC and MLC output while telecom and automotive demand stays strong, resulting in continued NAND Flash contract price rises. MLC sees higher increases; SLC demand is stable. Ti...
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...
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
3Q25 DRAM market achieved strong price and volume growth, fueled by cloud demand and HBM. Low inventories forecast significant price acceleration in 4Q25, boosting manufacturers' profitability.
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity p...
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 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 HDD supply issues spur Enterprise SSD rush orders. Suppliers significantly boost 4Q25 contract prices, anticipating sustained tight supply and further increases. AI is redefining storage...
DRAM contract prices rise, vendors hoard. PC manufacturers face supply constraints. Spot market shrinks, module prices expected to increase. Inventory levels decline, especially for Chinese CSPs, ente...
