NAND Flash prices are rising due to tight supply. Micron reported significant revenue and margin growth driven by robust AI and data center demand. Future focus remains on high-capacity QLC and enterp...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
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...
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
3Q25 DRAM market achieved strong price and volume growth, fueled by cloud demand and HBM. Low inventories forecast significant price acceleration in 4Q25, boosting manufacturers' profitability.
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity p...
The NAND Flash industry saw Q3 revenue growth driven by strong enterprise SSD demand from AI servers. ASP rose due to production cuts and higher enterprise SSD mix. For Q4, AI applications and HDD sho...
AI demand lifts memory; fab limits push per-wafer pricing. HBM tight; suppliers favor DDR5; extras may rise.
The 4Q25 contract negotiations for mobile DRAM used in smartphones are expected to conclude only after mid-November. Conversely, quotes for NAND Flash products are relatively certain. Due to productio...
Server DRAM prices are projected to surge due driven by tight supply and robust cloud service provider demand. To secure supply, clients are aggressively negotiating long-term agreements, incentivizin...
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...
NAND Flash prices surged amid tight supply. Industry investment focuses on advanced tech: hybrid bonding, process upgrades. Overall bit growth limited.
4Q25 mobile DRAM contract prices have risen sharply due to tight supply-demand and competitive bidding among chipmakers, with smartphone applications seeing particularly large increases. This upward t...
Driven by tight original manufacturer supply and aggressive PC OEM procurement, 4Q25 PC DRAM contract prices are projected to rise 25-30%, with spot prices also surging.
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...
