AI demand boosts storage; HDD scarcity shifts orders to enterprise SSDs, strengthening NAND Flash market sentiment. Supplier inventories are healthy, projecting widespread 4Q25 contract and spot price...
DRAM contract prices rise in late August, spot market slows, suppliers’ inventory down, and market dynamics diverge by segment.
NAND Flash contract prices remain stable with weak spot demand. Suppliers keep healthy inventory; PC and smartphone brands hold low stocks. Module house inventory steady, while hyperscalers increased...
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
"TrendForce reports NVIDIA plans to launch GB300 in Q2 2025, with GB300 racks ramping up in Q4 due to higher specifications requiring extended testing. GB200 remains the 2025 shipment mainstr...
Despite additional suppliers dropping their 2H23 production having entered August, the level of inventory among hyperscalers that still needs to be digested...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry arrived at US$25.594 billion in 2Q22 revenue under a QoQ growth of 6.5% primarily owing to...
As indicated by the survey of global market intelligence firm TrendForce, a significant growth is seen from enterprise SSD orders of 2Q22 with North American hyperscalers benefitting from improvement...
As indicated by the survey of global market intelligence firm TrendForce, an observation on the performance of smartphone production as the end of 1Q22 draws near denotes...
Global market intelligence firm TrendForce reports that demand bit growth started decelerate in the main application segments of the NAND Flash market in 4Q21. Due to rising inventory...
No completed quarterly contract transactions have been reported from the server DRAM segment, but there are signs that DRAM suppliers and hyperscalers are close to reaching a consensus on the reasonab...
As indicated by the survey of global market intelligence firm TrendForce, North American hyperscalers have been experiencing worse-than-expected inventory reduction under difficult component gap impro...
According to the latest research by global market intelligence firm TrendForce, the transition to the next generation of networking technologies, new normals resulting from the pandemic...
Regarding the state of the mobile DRAM market in 3Q21, global market intelligence firm TrendForce reports that some Chinese smartphone brands slowed down procurements because they had substantially lo...
