CSPs scale ASICs alongside GPUs, lifting packaging demand as CoWoS-L leads while EMIB-T and FOPLP emerge as new options.
Driven by AI Agent computing expansion and third-party outsourcing demand, server shipments and CPU requirements have been revised upward. Memory suppliers face severe capacity constraints due to shif...
In 2Q26, Server DRAM revenue surged 53% QoQ to $75.58B. AI servers drove demand for high-capacity RDIMMs and DDR5. With rock-bottom supplier inventories, average prices rose 53–58%, pushing the supply...
3Q26 memory contract prices were finalized on strong server and AI demand, while the consumer segment reached a pricing compromise; meanwhile, the spot market remained flat due to weak end-user demand...
NVIDIA's data center strength lifts GB/VR Rack demand, extending its reach into infrastructure and HBM supply.
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed r...
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Driven by AI demand, server contract prices were secured ahead of schedule, though slow inventory digestion on the consumer side has kept negotiations at a standstill; meanwhile, the spot market conti...
Driven by surge in AI server demand, enterprise SSD shortages have catapulted average selling prices and gross margins to record highs, pushing the sector into a supercycle. Despite weakening consumer...
2026-2030 Global and Chinese NAND Flash Market Data
Driven by surging demand from AI data centers and ultra-high-speed transmission, Cloud Service Providers (CSPs) are actively securing capacity for Electro-absorption Modulated Lasers (EMLs) and Contin...
Consumer DRAM remains undersupplied, with contract prices still rising but decelerating as buyer cost tolerance tightens, while spot trading stays subdued. On technology, focus centers on open softwar...
Major US CSPs expand data centers via both build and lease, as construction lags demand, ushering in a dual-track era.
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
DRAM contracts delayed to Aug. Spot market flat on low volume. CSP demand boosts Korean Q2 results and LTA signings.
