Micron's capacity shift to high-margin products sharply boosted its quotes by limiting standard DRAM supply. SK hynix saw a milder rise. The spot market price increased due to strong demand a...
The 6th to 10th spots of global smartphone ranking for 2025 are occupied by Transsion, Honor, Lenovo, Huawei, and Google in sequential order. Among which, Transsion has slightly dropped in share due t...
Contract DRAM prices are expected to surge significantly, with Micron leading. Spot market sellers are holding back due to strong outlook, causing DDR4 scarcity and DDR5 price hikes. AI's evo...
The NAND Flash market is robust, driven by enterprise SSD and AI demand, pushing up contract and spot prices. Micron, leveraging QLC technology and data center SSDs, has successfully transformed and a...
The DRAM market is robust, with prices surging across contract and spot sectors, firmly establishing a seller-driven environment due to tightening supply. Micron's AI-driven performance and HBM l...
Analyst summary: Samsung completed NVIDIA certification for HBM3e and began limited shipments; HBM3e will be the near‑term mainstream. Supplier competition is intensifying while HBM4 upgrades are expe...
NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 sp...
2Q25 server DRAM revenue increased by 11% QoQ, driven by DDR5 shipments and DDR4 price recovery. CSPs shifted from destocking to restocking, and DDR4, due to strong demand for storage server applicati...
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory...
Benefiting from a low base effect, as well as simultaneous increases in shipment volume and pricing, the 2Q25 Mobile DRAM market delivered an outstanding revenue performance. In terms of market share,...
In 2Q25, China's subsidies and US tariff stocking drove NAND Flash shipments and revenue. Growth will moderate in 3Q25 as demand normalizes.
Micron has announced the halt of future mobile NAND Flash development, shifting focus to higher-margin areas like SSDs and HBM. This move addresses market competition and sluggish demand, reallocating...
In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with hig...
Driven by both reduced supply and intensified price competition among suppliers, contract prices for LPDDR4X in 3Q25 have seen further significant increases. LPDDR5X prices have also risen, supported...
The report highlights major manufacturers' HBM capacity strategies, facility expansions, and market trends driven by AI, offering strategic insights for the industry.
