Driven by the artificial intelligence boom, soaring enterprise storage demand caused suppliers to heavily shift capacity, triggering severe consumer memory shortages and doubling prices. However, with...
Driven by the explosion in AI and enterprise demand, supplier capacity has severely crowded out consumer-grade SSDs, resulting in a structural supply shortage. Despite sluggish end-market demand cause...
Driven by the demand for both AI and general-purpose servers, enterprise SSDs are facing a severe supply-demand gap, leading to continuous surges in contract prices. Meanwhile, to address the pain poi...
In AI inference, MoE architectures and long-context processing have sharply increased memory-capacity requirements for model weights and KV cache, shifting the bottleneck from insufficient compute to...
Supported by AI demand, the contract market remains stable, while the spot market is experiencing a stalemate. Due to conservative expansion strategies by suppliers, NAND capacity growth remains slow....
NAND Flash supplier inventory hits multi-quarter lows; strong AI server demand and strict capacity control drive sharp contract price hikes expected in 2Q26.
The AI application boom is prompting major suppliers to accelerate the phase-out of legacy MLC production lines to shift toward advanced processes, leading to a severe supply gap. Constrained by exten...
Driven by enterprise solid-state drive demand and cloud long-term contracts, supplier contract quotes surged strongly, whereas spot markets weakened amid stagnant buying. NVIDIA's next-generation data...
Driven by strict supplier capacity control and robust AI demand, NAND Flash wafer prices continue rising but exhibit structural divergence. MLC prices are surging most fiercely due to phase-out-induce...
Strong AI and industrial demand, combined with mature-node supply gaps, severely tightened the NAND Flash market. Both SLC and MLC prices skyrocketed, with bullish trends expected to continue.
Driven by AI, memory procurement has shifted to supply-secured long-term agreements. Suppliers enforce prepayments and bottom prices, raising buyers' financial thresholds. North American cloud provide...
TurboQuant breaks language model memory bottlenecks via lossless dimensional compression, drastically boosting efficiency. Plummeting costs spark massive long-sequence application demand, comprehensiv...
AI demand shifts memory capacity to enterprise products. Severe shortages will drive continuous contract price hikes.
Driven by robust AI demand, memory has become a strategic asset. Surging contract prices will trigger a spot market rebound. Stellar earnings and multi-year strategic agreements signal a structural sh...
AI demands and chip upgrades drive smartphone storage growth despite high costs. Brands raise base specs, making large capacities the new standard.
