Supply is still tight in the contract market in 2Q25. Fulfillment rates are in insufficient for all product categories, including DDR5, DDR4, LPDDR5x, and graphics DRAM...
Output is continuously shrunken by production cuts among suppliers, which gradually improves the disequilibrium of market activities, thus allowing suppliers to grasp on the power of setting prices...
According to the global market intelligence firm TrendForce, NAND Flash contract prices fell by more than 15% QoQ in 1Q25...
"TrendForce reports that as memory products evolve, DDR4 modules are nearing end-of-life (EOL), leading to rising prices. Major suppliers like Micron, Samsung, and SK hynix have announced EOL pla...
Now, in 2Q25, the DRAM market is still affected by US tariff policies that caused early shipments of consumer electronics, with the quarterly total demand bits showing a QoQ increase...
Most suppliers are taking advantage of the 90-day tariff pause by expediting their production and shipment in the hope of avoiding additional variables...
"According to TrendForce, the NAND Flash market has maintained equilibrium in early 2025 due to conservative capacity strategies by suppliers. However, sudden US tariffs disrupted this balanc...
As indicated by the survey of global market intelligence firm TrendForce, the NAND Flash sector has been maintaining a subtle equilibrium in market activities since the beginning of 2025 under...
As indicated by the survey of global market intelligence firm TrendForce, the gradual return to a relatively healthy and low level of inventory among smartphone brands...
As indicated by the survey of global market intelligence firm TrendForce, an apparent divergence was seen from prices of the server DRAM market in April...
Moving into 2Q25, while buyers in the contract market are stocking up ahead of time due to tariff-related uncertainties...
Global market intelligence firm TrendForce reports that in the consumer DRAM market, DDR3 and DDR4 products now show diverging trends...
Global market intelligence firm TrendForce reports that most DRAM suppliers and PC OEMs finalized PC DRAM contract prices for 2Q25 by late April...
Some of the buyers are still leaning towards the reserved end on the outlook of 2H25, despite gradual manifestation of efficacy from production cuts...
As indicated by the survey of global market intelligence firm TrendForce, production cuts initiated by suppliers since the end of last year have generated further results this month...
