TrendForce research team offers the quarterly financial result report, helping clients understand the latest financial situation and business performance of each company in the industry.
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...
The DRAM market faces shortages. Suppliers hold low inventory and strong pricing power, driving contract prices up, notably in PC and Server sectors. Buyers accept hikes to secure supply, squeezing mo...
Driven by robust AI and enterprise demand, the NAND Flash market is firmly seller-dominated. Suppliers prioritize high-margin capacity, causing inventory tightening across PC and mobile sectors. With...
AI fuels HBM/storage price hikes, pushing Memory revenue past Foundry. While weak mature nodes and capacity barriers slow Foundry, Memory's output efficiency and price volatility drive its market domi...
In 2026, the HBM market continues to grow, with SK hynix maintaining its lead and Samsung recovering significantly via HBM3e and HBM4 contributions. Micron also expands aggressively. While HBM3e domin...
Contract negotiations for 1Q26 are delayed, while spot prices remain high and stable. Major manufacturers report strong earnings with depleted inventory, shifting capacity toward high-margin AI produc...
Supply constraints favor sellers with rising contract prices, though high costs dampen spot trading. Earnings confirm AI enterprise SSDs are driving profits. Future strategies prioritize technology up...
Samsung rebounds via advanced nodes and US fab restart. SMIC and Nexchip enhance HV tech amid pricing pressure. HuaHong optimizes fab allocation. Smaller foundries slow expansion due to technical hurd...
Contract price forecasts were raised sharply, led by PC DRAM, with further upside potential. High spot costs stalled advanced chip trading, shifting demand to mature products. CXMT is accelerating pro...
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...
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...
AI drives TSMC's expansion and upgraded targets. Vanguard sees rising utilization and prices via power ICs. UMC grows steadily, while PSMC rebounds through memory demand.
