Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure...
Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although top suppliers are accelerating advanced process tr...
AI peripheral demand drove advanced nodes and spilled into mature nodes, while consumer restocking continued, lifting 2Q26 revenue to a new high. Top five stayed stable; VIS rose on stronger demand, r...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of 3Q26...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of 3Q26...
The Gold+ member market report covers: 1. 2026-2030 LED market demand and supply analysis; 2. Summary of LED manufacturers' revenue and product performance of 1H26; 3. LED industry prices of 3Q26.
New CEO Ternus leads Apple's first foldable launch; modest specs upgrade amid surging memory costs puts pricing and AI delivery at center stage.
PC DRAM contract prices saw their quarterly increase revised upward, while spot transactions stayed subdued. HBM negotiations remain deadlocked with specifications still in flux, yet prices retain str...
3Q26 memory contract prices were finalized on strong server and AI demand, while the consumer segment reached a pricing compromise; meanwhile, the spot market remained flat due to weak end-user demand...
AI demand keeps HBM shipments strong as technology advances and tight supply shifts pricing power toward suppliers.
According to TrendForce’s analysis, the curing, tanning, solar simulator, medical, and life science markets have seen slower demand growth due to sluggish macroeconomic performance. Moreover, although...
Server DRAM prices rise due to strong demand and HBM capacity crowding out. Buyers shift to mid-to-low capacity modules to optimize costs, while high-capacity stock flows to OEMs, helping suppliers ma...
The supply gap in consumer DRAM persists, keeping prices on a slight upward trend. However, as buyer cost tolerance reaches its limit, contract price growth is moderating. With suppliers locking in mo...
Driven by constrained capacity, niche NAND Flash supply shortages persist. SLC maintains moderate gains supported by rigid demand, though growth has slowed. MLC prices remain nearly flat as buyer cost...
