NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
This report first explains why HBM plays a key role in the evolution of LLM and AIGC applications. It then examines the HBM upgrade roadmap and explores how heterogeneous memory integration strategies...
Mobile DRAM contract hikes slowed due to costs, yet server demand stabilized overall prices; spot prices rose. Diverse AI applications boost demand across all server DRAM capacities. High-capacity lea...
Smartphone Mobile DRAM contract prices are maintaining their strong upward momentum in 2Q26. Samsung and Micron were the first to issue quotes, whereas SK hynix and CXMT have only provided tentative p...
Memory pricing hits a historic inflection as server DDR5 profitability overtakes HBM; CSP long-term contracts lock in floors, signaling a sustained upward pricing trend into 2027.
The surging AI server demand for low-power memory has triggered a severe capacity squeeze. Smartphone brands have lost their procurement bargaining power and are facing high cost pressures. To navigat...
DRAM supply remains tight across segments; contract prices rise in 2Q26, led by mobile DRAM, as buyers rush to replenish amid shrinking supplier inventory.
1Q26 Mobile DRAM contract prices were fully finalized in mid-March, with the QoQ increase being the most moderate among all applications. However, to maintain a profitability balance across different...
Propelled by surging contract prices, Mobile DRAM revenue broke the $10 billion mark in 4Q25, a quarterly jump of over 30%. Entering the off-peak 1Q26, while bit demand is expected to contract, the si...
The 1Q26 DRAM price rally is led by Server and PC applications, while a compensatory price increase for smartphone LPDRAM cannot be ruled out for 2Q26. With conservative NAND Flash capacity expansion...
While most smartphone brands have not yet officially initiated price negotiations for 1Q26 mobile DRAM, market signals indicate that the upward trend will persist this quarter, with momentum exceeding...
Mobile DRAM contract prices show a clear regional gap, with Chinese clients paying notably higher increases than US peers. Suppliers plan aggressive catch‑up hikes for US customers to narrow this spre...
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...
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...
CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products req...
