Contract price forecasts were raised sharply, led by PC DRAM, with further upside potential. High spot costs stalled advanced chip trading, shifting demand to mature products. CXMT is accelerating pro...
US memory tariffs face cost hurdles. Asian makers stay low intention due to high expenses; costs will likely shift to buyers, favoring friend-shoring over US expansion.
Driven by robust demand for AI servers and high-performance computing, the memory market has entered a super-cycle of price hikes starting from 2H25. Escalating memory costs are forcing brands to rais...
The upward trend in memory prices persists into 1Q26, with no clear signals of a cessation appearing so far for the year. Amidst this super-cycle of price hikes, although smartphone brands have strugg...
AI infrastructure upgrades are driving structural memory demand, making DRAM and NAND Flash critical resources. Heavy CSP investment is pushing prices and revenue to record highs. With persistent shor...
Micron acquires PSMC’s Tongluo facility to accelerate capacity expansion, alongside agreements for DRAM technology licensing and advanced packaging. This strategic partnership resolves Micron’s AI-dri...
Driven by robust Server and AI demand, the displacement of DDR5 capacity has triggered price surges. HBM3e prices are poised to rise due to increased orders and specification upgrades, strengthening s...
Manufacturers prioritize server demand, cutting PC supply. This prompts a sharp upward revision in 1Q price forecasts, urging buyers to secure supply.
The 1Q26 DRAM market has entered a seller-driven super-cycle fueled by robust AI demand. Capacity crowding is triggering broad price surges, with forecasts being revised upward. As manufacturers prior...
AIGC mass adoption drives AI Agent and inference demand. NVIDIA's BlueField-4 platform optimizes network architecture, expanding DDR5 memory pools and boosting high-performance SSD requiremen...
Since the second half of 2025, the smartphone market has been trapped in a closed cycle: tight memory supply and skyrocketing costs have forced up end-device prices, subsequently weakening demand. To...
Driven by robust AI demand, the memory market has shifted to a seller's market. Manufacturers are prioritizing server capacity, causing severe shortages and low inventory for consumer electronics...
Driven by supply constraints from the shift to DDR5 and suppliers' reluctance to sell, DDR4 prices have surged. DDR3 prices followed suit due to reduced output. Strong spot market performance sug...
Server DRAM prices surge due to depleted inventory and robust AI demand. HBM expansion squeezes standard supply, causing shortages. Suppliers prioritize major CSPs, cutting allocations for others. Sig...
Led by Samsung, DRAM contract prices are rising significantly, driven primarily by Server DRAM. The spot market remains strong despite year-end factors, with DDR4 supply tightening. Suppliers hold lev...
