Samsung Electro-Mechanics leads MLCC price hikes to OEMs and ODMs, lifting quotes for consumer and AI-grade parts while raising utilization at Taiwanese and Chinese makers, officially starting an indu...
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
Server DRAM contract prices are trending upward. Supply shortages and HBM crowding effects strengthen vendor pricing power. High-capacity module premiums are narrowing due to stable yields and demand...
PC DRAM quarterly contract prices continue to rise, though gains have narrowed, leaving buyers and sellers locked in a stalemate. Crowded out by server demand, original manufacturers' future supp...
Japanese and Korean makers shifting consumer MLCC capacity to AI create supply gaps, benefiting Taiwan and China suppliers with spillover orders and channel price hikes, while consumer demand stays pr...
Steady momentum in AI infrastructure builds is driving robust demand for cloud and server storage, supporting original suppliers in maintaining extremely low inventories and strong pricing leverage. C...
Driven by robust AI server demand and capacity displacement from HBM, combined with delayed output from new fabs, DRAM supply remains tightly constrained, sustaining a seller's market. Conver...
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
AI capacity crowding tightens high-end MLCC supply while consumer demand weakens under inflation. Channels and some Taiwanese/Chinese makers selectively raise prices, yet Japanese and Korean firms hol...
Analyst View: Anticipating future supply shortages, buyers are actively replenishing server memory inventories, boosting suppliers' pricing power. Although long-term agreement price caps limit av...
Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.
TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
Server DRAM contract prices continue to rise due to supply deficits and depleted manufacturer inventories. Although premium pricing on high-capacity modules and shifts in processor configurations have...
