Inventory lows and AI demand drove 4Q25 DRAM revenue via price hikes rather than volume. Samsung regained the market lead. Taiwanese firms benefited from mature node shortages. With supply remaining t...
TrendForce provides in-depth insights into global LED lighting industry trends, covering market size, pricing, and regional distribution across general, smart, and horticultural lighting segments, alo...
TrendForce provides in-depth insights into global LED lighting industry trends, covering market size, pricing, and regional distribution across general, smart, and horticultural lighting segments, alo...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
Benefiting from inventory stocking for smartphones and PCs alongside a recovery in automotive demand, the rebound in mature processes drove growth for UMC and HuaHong. TSMC's advanced processes a...
Driven by strong AI and CSP demand alongside HBM expansion, the DRAM industry saw surged prices and volume. With supplier inventory at lows and capacity shifting to high-end nodes, general supply is t...
Driven by booming AI inference demand and HDD shortages, orders are shifting to high-capacity Enterprise SSDs. With manufacturers maintaining conservative expansion, supply cannot meet the explosive d...
Revenue of mobile DRAM was driven by the increase of contract prices in 3Q25, and accomplished a QoQ growth of nearly 30% in market value. Revenue is looking to continue ascending in 4Q25 after anothe...
3Q25 DRAM market achieved strong price and volume growth, fueled by cloud demand and HBM. Low inventories forecast significant price acceleration in 4Q25, boosting manufacturers' profitability.
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity p...
The NAND Flash industry saw Q3 revenue growth driven by strong enterprise SSD demand from AI servers. ASP rose due to production cuts and higher enterprise SSD mix. For Q4, AI applications and HDD sho...
Deep UV LED includes UV-B LED and UV-C LED, and that various applications have constantly emerged. The report “2025 Deep UV LED Market Trend and Product Analysis” explores the market value, product sp...
Deep UV LED includes UV-B LED and UV-C LED, and that various applications have constantly emerged. The report “2025 Deep UV LED Market Trend and Product Analysis” explores the market value, product sp...
2Q25 server DRAM revenue increased by 11% QoQ, driven by DDR5 shipments and DDR4 price recovery. CSPs shifted from destocking to restocking, and DDR4, due to strong demand for storage server applicati...
2Q25 DRAM revenue grew notably from price and shipment increases. 3Q25 momentum is expected to continue, with accelerating price hikes. US CSPs show robust demand but slightly elevated inventory. Smar...
