Market outlook diverges: Samsung accelerates US expansion despite yield risks. Rising memory costs slow SMIC and Nexchip, while AI orders boost HuaHong. GlobalFoundries significantly increases capex f...
Global instability and rising raw materials drive up electronic component costs; AI infrastructure demand boosts memory super cycle, shifting ODMs' negotiation to stable pricing for supply securi...
Driven by the proliferation of inference applications and the recovery in general server demand, the market is undergoing a structural transformation. Demand for high-capacity storage solutions is exh...
AI infrastructure expansion is driving an explosion in enterprise storage demand. With manufacturers prioritizing DRAM and HBM, the market faces a persistent supply deficit. The industry is transition...
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...
With Google, Meta, and MediaTek all considering adopting Intel’s EMIB packaging technology, Intel’s technological progress in advanced packaging and glass substrates has once again attracted significa...
Samsung currently leads HBM4 validation due to process improvements enhancing stability. SK hynix retains volume leadership despite re-sampling, while Micron trails slightly. Given robust AI demand an...
DRAM industry will focus on HBM capacity expansion, with Chinese suppliers limited by equipment restrictions; major players like Samsung, SK hynix, and Micron emphasize tech migration and AI applicati...
AI shifting to inference drives a surge in enterprise SSD demand. With new fab capacity delayed by cleanroom construction, supply remains tight through the next two years. Top vendors focus on node up...
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...
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...
NVIDIA and CSPs drive sustained AI growth through aggressive investment in GPUs, ASICs, and rack-scale infrastructure. Geopolitics reinforce ecosystem trends, benefiting supply chains. Surging AI work...
While most smartphone brands have not yet officially initiated price negotiations for 1Q26 mobile DRAM, market signals indicate that the upward trend will persist this quarter, with momentum exceeding...
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