In 1Q26, strong Server and AI demand drove manufacturers to prioritize enterprise products, severely constraining consumer eMMC and UFS supply. Despite the seasonal lull, low inventories and shortage...
In Q1 2026, robust Server and AI demand crowded out Client SSD capacity as suppliers prioritized high-margin enterprise products. Coupled with low OEM inventory and replacement cycle needs, contract p...
Global Server Market – Trends and Outlook for 1Q26
Restricted by supply shortages, PC DRAM contract prices skyrocketed in the first quarter, with DDR4 outperforming DDR5. Although rising laptop prices have dampened full-year shipment forecasts, low in...
Raw material prices rise due to energy transition, geopolitics, tariffs, and AI demand, impacting electronic costs. AI infrastructure orders are strong, boosting high-end MLCC shipments, but ICT order...
NB Set Market Bulletin is an appendix for notebook brands & ODM Shipment Tracker and it provides in-depth, text-based analysis focused on the global notebook (NB) market, capturing the latest developm...
PC DRAM contract prices surged significantly in late 2025. Manufacturers prioritized strategic clients due to tight capacity, raising costs for OEMs relying on modules. Anticipated hikes boosted deman...
PC DRAM contract prices surged in 4Q25 due to tight supply and OEM restocking. DDR4 and DDR5 module prices keep rising, driving up PC prices and potentially dampening sales.
With slowed global growth and weak demand in consumer and automotive markets, AI infrastructure drives MLCC profit; polarization ahead as high-end product demand rises, impacting vendor strategies.
Global Server Market – Trends in 4Q25 and Outlook for 2026
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.
Weak seasonal demand prompts conservative ODM stockpiling. US government shutdown and weak consumer sentiment dampen spending. China/global electronics orders slump; only AI server/MLCC orders hold. C...
Clouds shift to enterprise SSDs amid HDD delays, tightening supply and lifting prices. AI and commercial PCs refresh keep demand firm.
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
2025 DRAM contract prices are rising. Manufacturers prioritize strong server demand, tightening PC DRAM supply. OEMs may adjust procurement strategies to counter future price hikes.
