TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
Suppliers and CSPs have signed multi-year server DRAM LTAs, placing many of its bit supply under price-band mechanisms while the rest are negotiated quarterly; spot trading remains quiet and flat. Mic...
Micron's strong results and upbeat outlook show AI data centers, edge AI and physical AI driving high-capacity storage demand, with data center SSDs as NAND's core profit engine. Dis...
Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
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...
Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although top suppliers are accelerating advanced process tr...
Quarterly Server DRAM latest market revenue/output update
Mobile DRAM revenue surged sharply in 2Q26; four vendors dominate. Growth will moderate in 3Q26 as price gains slow.
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
TrendForce Offers you a complete analysis on NAND Flash industry wafer input, production output, technology node…etc. by each company.
2027 HBM talks remain stalled as suppliers push steep price hikes amid AI-driven DRAM crowd-out and tighter capacity.
Driven by surge in AI server demand, enterprise SSD shortages have catapulted average selling prices and gross margins to record highs, pushing the sector into a supercycle. Despite weakening consumer...
