TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
AI servers drive strong demand for conventional DRAM and HBM. Supply tightens, pushing contract prices higher and boosting memory suppliers' revenues. As server applications prioritize capacity, PC an...
New CEO Ternus leads Apple's first foldable launch; modest specs upgrade amid surging memory costs puts pricing and AI delivery at center stage.
Rising memory costs triggered premature purchases as consumers sought to beat price hikes, driving a short-term rebound in smartphone production and prompting TrendForce to revise its full-year output...
Mobile DRAM revenue surged sharply in 2Q26; four vendors dominate. Growth will moderate in 3Q26 as price gains slow.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
With mobile DRAM inventory restocking largely completed and demand starting to soften, the urgency of procurement negotiations has diminished, and 3Q26 contract price settlements are likely to be push...
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on...
NVIDIA advances its 800V Power Rack roadmap, with mass adoption expected from Rubin Ultra onward, while North American data center buildouts face delays from grid and equipment constraints.
Amidst the AI boom, major memory chipmakers are accelerating the reallocation of production capacity toward high-end AI specifications, plunging low-to-mid-range smartphones into an LPDDR4X supply sho...
Beyond full-rack solutions, NVIDIA is also actively promoting its standalone Vera CPU to capture the AI inference market. However, given the LPDRAM supply bottleneck, NVIDIA has decided to reduce the...
Despite continued upward momentum in memory contract prices, smartphone brands are maintaining healthy inventory levels to manage cash flow risks. On the market front, robust AI server demand has prom...
Propelled by substantial contract price increases, 1Q26 Mobile DRAM revenue reached an all-time high, with ASP appreciation serving as the core growth engine. From a supply perspective, vendors are ch...
Micron heavily invested in its US facility to launch advanced-node production of legacy memory, targeting long-lifecycle sectors like automotive and aerospace. Echoing US manufacturing policies, this...
NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
