The DRAM market is experiencing a significant price surge driven by robust demand from Cloud Service Providers and AI applications, coupled with tight supply. Both contract and spot prices are rising...
AI drives surging memory demand, prompting capex revisions. However, limited cleanroom space and a shift to advanced tech over raw capacity will constrain future bit output growth. Equipment vendors a...
This report analyzes the global AI server market and supply chain, highlighting key players, tech shifts, and demand-capacity balance.
Major suppliers are expanding HBM capacity, with 2025 shipments revised upward. SK hynix leads with 150K TSV capacity, while Micron ramps up its Taiwan facilities. By 2026, all three will begin HBM4 m...
Tariffs and policy changes kept early demand cautious, but cloud expansion and AI investment have lifted memory demand and pricing, tightening DRAM supply. The DDR5 uptrend is established, with profit...
This report show Google and AWS driving strong HBM demand, with capacity expanding across generations; META and Huawei join as large buyers.
Contract DRAM prices are expected to surge significantly, with Micron leading. Spot market sellers are holding back due to strong outlook, causing DDR4 scarcity and DDR5 price hikes. AI's evo...
AI servers and chips up; GPU and in‑house ASIC advance. Liquid cooling grows; storage favors higher capacity.
The DRAM market is robust, with prices surging across contract and spot sectors, firmly establishing a seller-driven environment due to tightening supply. Micron's AI-driven performance and HBM l...
2025 DRAM contract prices are rising. Manufacturers prioritize strong server demand, tightening PC DRAM supply. OEMs may adjust procurement strategies to counter future price hikes.
Sept 2025 server DRAM contract prices surged due to persistent CSP demand, with DDR5/DDR4 increasing. 8000MT/s modules will see accelerated adoption. Strong 2026 demand and tight supply are set to ext...
Analyst summary: Samsung completed NVIDIA certification for HBM3e and began limited shipments; HBM3e will be the near‑term mainstream. Supplier competition is intensifying while HBM4 upgrades are expe...
4Q25 memory prices continue upward. Strong AI demand from US CSPs and HDD shortages boosting enterprise NAND Flash are key. Suppliers prioritize profit, tightening old process supply.
Geopolitical constraints and import controls curb RTX PRO in China, with a special edition awaiting broader demand; CPX adopts GDDR7 memory with increased capacity, complementing Rubin GPUs that rely...
NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 sp...
