AI demand boosts storage; HDD scarcity shifts orders to enterprise SSDs, strengthening NAND Flash market sentiment. Supplier inventories are healthy, projecting widespread 4Q25 contract and spot price...
Robust AI server demand, driven by NVIDIA, AMD, and CSP custom ASICs, propels market growth. DDR5 is mainstream, yet DDR4 sees extended life and price rebound from storage needs. AMD and ARM challenge...
The latest Foundry Newsletter reports that leading wafer foundries have stabilized capacity due to major customer orders. Capacity utilization in the second half is better than expected. Focus is on e...
The global automotive LED market for lighting and display applications in 2025 is expected to face significant pricing pressure due to ongoing macroeconomic uncertainty. However, an analysis of order...
Cloud demand tightens memory supply, boosting contract prices. Spot market is soft, yet prices rise. A slight shortage supports prices, but outlook is cautious due to policy shifts.
The NAND Flash market is reversing upwards, fueled by HDD shortages driving robust enterprise QLC SSD demand. Contract and spot prices are climbing. Suppliers prioritize QLC output and process upgrade...
4Q25 Server and Smartphone DRAM contract prices are rising. TrendForce will upgrade 2026 server and DRAM demand forecasts due to AI expansion and sovereign AI, anticipating higher bit growth and narro...
Nearline HDD shortages are driving QLC SSD demand. Suppliers foresee tight supply and rising NAND contract prices next year, despite spot market resistance. AI-driven data center needs make QLC SSD a...
The global foundry landscape is stabilizing, with leading and regional players staying productive; pricing and localization drive growth.
In 2Q25, global smartphone production saw a slight increase due to seasonal demand and inventory adjustments. Production estimates for 2025 and 2026 suggest steady growth. Mobile DRAM revenue was driv...
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...
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry qu...
DRAM contract prices are expected to peak by late 2025, then decline as new capacity emerges. DDR4 faces critical long-term shortages. HBM3e prices soften, HBM4 maintains a premium, with Samsung leadi...
Strong 4Q25 enterprise SSD demand boosts prices. Yet, 1H26 NAND Flash faces server platform shifts, weak smartphone demand, and supply expansion, dimming its outlook.
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
