Mobile DRAM revenue surged due to peak season demand and soaring contract prices, intensified by supplier bidding wars. While smartphone production saw a slight short-term upward revision, rising memo...
Looking to early next year, contract prices are projected to rise significantly due to low inventory and strong supplier leverage, with spot prices remaining high. While CXMT's capacity expansion...
Severe shortages are driving a surge in NAND Flash prices and panic buying across contract and spot markets. Meanwhile, YMTC is aggressively expanding capacity, advancing technology, and planning an I...
Server DRAM contract prices surge in 2025 due to tight supply and low inventory. Cloud firms and OEMs accept price hikes, while suppliers accelerate capacity expansion to meet rising 2026 demand; furt...
PC DRAM contract prices surged in 4Q25 due to tight supply and OEM restocking. DDR4 and DDR5 module prices keep rising, driving up PC prices and potentially dampening sales.
Surging server DRAM demand drives price hikes, consumer DRAM up over 20%. Rising costs pressure brands, 2026 shipments may drop.
Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console...
In 3Q25, the smartphone industry benefited from the traditional peak season and the launch of new device models. Smartphone production registered both QoQ and YoY growth. However, moving into 4Q25, th...
Global smartphone shipments in 2025 are expected to see only slight year-on-year growth, with the Chinese market accounting for nearly one quarter of the world’s total. This market also exhibits a hig...
Seasonal stocking falls short, 1Q26 MLCC demand weakens, ODM shipments decline. Consumer markets in China and US weaken, orders for mobiles and laptops fall, DRAM prices rise. Suppliers control produc...
Revenue of mobile DRAM was driven by the increase of contract prices in 3Q25, and accomplished a QoQ growth of nearly 30% in market value. Revenue is looking to continue ascending in 4Q25 after anothe...
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
3Q25 DRAM market achieved strong price and volume growth, fueled by cloud demand and HBM. Low inventories forecast significant price acceleration in 4Q25, boosting manufacturers' profitability.
DRAM contract prices rise, vendors hoard. PC manufacturers face supply constraints. Spot market shrinks, module prices expected to increase. Inventory levels decline, especially for Chinese CSPs, ente...
AI demand lifts memory; fab limits push per-wafer pricing. HBM tight; suppliers favor DDR5; extras may rise.
