Driven by mobile and AI demand, leading MLCC suppliers maintained stable performance; consumer and automotive segments face pricing pressure.
Panel price book provides monthly market price changes of LCD TV panel, LCD monitor panel and notebook panel, classified by sizes, and related specifications. The survey ranges upstream, midstream, an...
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
TrendForce research team offers monthly shipment report of the top 11 monitor brand vendors to keep clients updated on latest shipments changes of the major brands. In addition to top 11 brand vendors...
TrendForce research team offers monthly shipment report of the top 11 monitor brand vendors to keep clients updated on latest shipments changes of the major brands. In addition to top 11 brand vendors...
Panel price book provides monthly market price changes of LCD TV panel, LCD monitor panel and notebook panel, classified by sizes, and related specifications. The survey ranges upstream, midstream, an...
TrendForce provide weekly spot prices for key photovoltaic components by conducting cross-investigations with major suppliers and buyers in the photovoltaic industry supply chain. We use historical co...
AI demand and HDD supply issues spur Enterprise SSD rush orders. Suppliers significantly boost 4Q25 contract prices, anticipating sustained tight supply and further increases. AI is redefining storage...
Memory is entering a strong upward cycle, driving a significant rise in overall device BOM cost. To maintain profit margins, brands are adjusting their high-, mid-, and low-tier product mixes and impl...
TrendForce Lithium Battery Research tracks price trends for major products of China’s li-ion battery industry chain, including lithium, cobalt, nickel, cathode/anode materials, separators, electrolyte...
CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products req...
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's evolving demands shift storage from HDDs (high latency) to SSDs (speed, low latency). SSDs offer superior performance and TCO benefits, accelerating their adoption in AI infrastructure.
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...
