Global smartphone production showed moderate growth in 2025, with Samsung and Apple tying for the top spot in market share. However, driven by sharply rising memory prices, overall production volume i...
The 1Q26 DRAM price rally is led by Server and PC applications, while a compensatory price increase for smartphone LPDRAM cannot be ruled out for 2Q26. With conservative NAND Flash capacity expansion...
Driven by robust AI demand and supply shortages, Korean makers raised quotes, triggering a sharp rise in Server DRAM contract prices. Supply growth lags behind demand despite capacity shifts. Conseque...
February consumer DRAM trading slowed due to the Lunar New Year, causing price gains to narrow. Despite buyers digesting inventory, structural shortages persist as main suppliers focus on advanced lin...
PC DRAM contract prices surged significantly this quarter, widening gains. Despite downgraded annual notebook shipment forecasts, expectations of rising device costs boosted short-term demand, lowerin...
Inventory lows and AI demand drove 4Q25 DRAM revenue via price hikes rather than volume. Samsung regained the market lead. Taiwanese firms benefited from mature node shortages. With supply remaining t...
The DRAM market faces shortages. Suppliers hold low inventory and strong pricing power, driving contract prices up, notably in PC and Server sectors. Buyers accept hikes to secure supply, squeezing mo...
DRAM industry will focus on HBM capacity expansion, with Chinese suppliers limited by equipment restrictions; major players like Samsung, SK hynix, and Micron emphasize tech migration and AI applicati...
The industry enters a 2026 Super Cycle driven by DRAM and Enterprise SSDs. Despite a slowdown in consumer electronics, AI remains the primary growth engine. Low inventory levels and the transition to...
Contract negotiations for 1Q26 are delayed, while spot prices remain high and stable. Major manufacturers report strong earnings with depleted inventory, shifting capacity toward high-margin AI produc...
Supply tightness and shifts to high-end lines drove Consumer DRAM prices up in January. With PC and server demand squeezing capacity, analysts significantly raised Q1 forecasts, seeing no near-term co...
Server DRAM prices are set for a sharp surge in early 2026 driven by critical shortages. Suppliers retain strong leverage, with Korean makers delaying quotes to maximize hikes. Despite capacity reallo...
Restricted by supply shortages, PC DRAM contract prices skyrocketed in the first quarter, with DDR4 outperforming DDR5. Although rising laptop prices have dampened full-year shipment forecasts, low in...
While most smartphone brands have not yet officially initiated price negotiations for 1Q26 mobile DRAM, market signals indicate that the upward trend will persist this quarter, with momentum exceeding...
Persistent DRAM supply shortages have empowered suppliers, driving sharp upward revisions in contract prices. High-margin Server DRAM now leads profitability, prompting capacity shifts. Consequently,...
