Driven by structural cuts in mature process capacity and stable niche demand, Jan 2026 SLC and MLC prices rose significantly. With supply shortages expected to persist, the market outlook remains bull...
Contract prices remain high due to suppliers' profit focus; spot prices are rising, but trading is flat as sellers hold firm. YMTC is poised for significant market share growth through capacity e...
Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As...
Driven by Generative AI, surging demand for high-end storage threatens capacity shortages. Consequently, Micron is expanding its Singapore fab and pivoting strategically: exiting the mobile market to...
US memory tariffs face cost hurdles. Asian makers stay low intention due to high expenses; costs will likely shift to buyers, favoring friend-shoring over US expansion.
Driven by robust demand for AI servers and high-performance computing, the memory market has entered a super-cycle of price hikes starting from 2H25. Escalating memory costs are forcing brands to rais...
AI infrastructure upgrades are driving structural memory demand, making DRAM and NAND Flash critical resources. Heavy CSP investment is pushing prices and revenue to record highs. With persistent shor...
Driven by AI demand, the NAND Flash market enters a super cycle in 1Q26. Suppliers control pricing by prioritizing enterprise products, causing structural shortages. Despite weak consumer demand, pric...
As global majors exit the MLC market for advanced processes, a supply cliff has driven prices up. However, persistent demand from high-reliability sectors has transformed MLC into a high-margin niche....
Driven by robust AI demand, the memory market has shifted to a seller's market. Manufacturers are prioritizing server capacity, causing severe shortages and low inventory for consumer electronics...
Driven by robust AI server demand, suppliers prioritize high-margin products, causing shortages elsewhere and driving up prices. With supplier inventory at low levels, it remains a seller's m...
Fueled by robust AI and enterprise SSD demand, December NAND Flash wafer prices surged, led by TLC and QLC. With manufacturers strictly controlling capacity for high-end applications, the market remai...
Manufacturers shifting capacity to advanced processes has tightened mature process supply. Combined with robust niche demand in telecom, industrial, and automotive sectors, this drives SLC and MLC con...
AI demand drives a 1Q26 seller's market. Capacity shifts to servers cause shortages. DRAM and NAND Flash prices rise broadly despite weak consumer demand.
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...
