In 4Q26, buyer pushback at peak costs, high inventory and Chinese vendors’ rising share curb TLC eMMC/UFS gains, while MLC eMMC dips on substitution; 1Q27 off-season prices plateau as MLC faces heavie...
Memory chip prices hitting record highs have damaged customer demand, causing contract price growth to narrow significantly. Suppliers aim to sustain high unit prices by diverting capacity to enterpri...
As memory giants realign capacity toward high-value advanced processes, mature node capacity faces severe compression. This structural shift has caused severe shortages in legacy chips, compelling ind...
Driven by the artificial intelligence boom, soaring enterprise storage demand caused suppliers to heavily shift capacity, triggering severe consumer memory shortages and doubling prices. However, with...
In 1Q26, strong Server and AI demand drove manufacturers to prioritize enterprise products, severely constraining consumer eMMC and UFS supply. Despite the seasonal lull, low inventories and shortage...
A clear uptrend is taking shape for 2026, with tighter DRAM supply and broad-based price increases now firmly in sight. The primary growth catalyst is CSPs, which are accelerating data center expansio...
Supply bottlenecks and migration curb NAND output; enterprise SSD crowds out eMMC/UFS, lifting prices into next year.
eMMC/UFS contract prices for the third quarter of 2025 are projected to remain flat. Fading policy benefits, tariff impacts, and weak consumer demand limit upward movement. Suppliers are shifting focu...
AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.
Global market intelligence firm TrendForce reports that after three consecutive quarters of price corrections and inventory adjustments...
Global market intelligence firm TrendForce reports that OEMs have been stockpiling components in advance to prepare for factory shutdowns during the long Lunar New Year holiday...
Global market intelligence firm TrendForce reports that the consumer electronics market did not experience the usual seasonal demand surge in 3Q24...
According to the latest research by global market intelligence firm TrendForce, the sequential increases in NAND Flash prices from 4Q23 to the present have altogether been considerable...
According to the latest research by the global market intelligence firm TrendForce, demand for components has slowed down across the smartphone supply chain. With an uncertain demand outlook for the s...
Global market intelligence firm TrendForce reports that despite this first quarter being the traditional slow season, memory demand is on par with the previous quarter because smartphone brands are ea...
