The 1Q26 DRAM market has entered a seller-driven super-cycle fueled by robust AI demand. Capacity crowding is triggering broad price surges, with forecasts being revised upward. As manufacturers prior...
Driven by AI demand, the NAND Flash market enters a super cycle in 1Q26. Suppliers control pricing by prioritizing enterprise products, causing structural shortages. Despite weak consumer demand, pric...
Samsung to focus on advanced nodes in 2026 with full capacity utilization; SMIC to raise 8-inch and memory foundry prices on strong demand; HuaHong to expand capacity and advance specialty platforms;...
Led by Samsung, DRAM contract prices are rising significantly, driven primarily by Server DRAM. The spot market remains strong despite year-end factors, with DDR4 supply tightening. Suppliers hold lev...
Driven by robust AI server demand, suppliers prioritize high-margin products, causing shortages elsewhere and driving up prices. With supplier inventory at low levels, it remains a seller's m...
Expanding DRAM supply shortages are driving robust price hikes in both contract and spot markets, with significant upside potential for the first quarter. Micron’s earnings substantially beat expectat...
NAND Flash prices are rising due to tight supply. Micron reported significant revenue and margin growth driven by robust AI and data center demand. Future focus remains on high-capacity QLC and enterp...
TSMC reduces 8-inch capacity to focus on advanced processes; UMC sees rising utilization from AI and future Samsung transfer opportunities. Vanguard acquires TSMC's used equipment to meet str...
TrendForce automotive LED market database covers the following eight topics, providing readers with comprehensive marketing strategies. 1. Global Vehicle and Electric Vehicle Market Shipment Analysis...
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...
Mobile DRAM contract prices show a clear regional gap, with Chinese clients paying notably higher increases than US peers. Suppliers plan aggressive catch‑up hikes for US customers to narrow this spre...
Upcoming quarterly contract prices keep rising on higher wafer costs and stronger buying. Spot prices stay firm amid tight supply. Smartphone NAND Flash sees upward pricing and narrowing regional gaps...
US data centers drive DDR5 and HBM demand. Rising DDR5 prices boost profitability. Future growth relies on HBM4 and standard DRAM synergy. Revenue mix will shift as standard memory prices recover agai...
The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technica...
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...
