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.
Driven by accelerated 8-inch capacity cuts by TSMC and Samsung, coupled with rising demand for AI power components and panic stocking across the supply chain, the global supply-demand structure for 8-...
Since the second half of 2025, the smartphone market has been trapped in a closed cycle: tight memory supply and skyrocketing costs have forced up end-device prices, subsequently weakening demand. To...
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;...
Raised specs delayed HBM4 production, keeping HBM3e dominant. Samsung leads verification with advanced tech, while SK hynix retains the top share.
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...
In 2025, global economic growth slows due to US-China trade policies. The demand for AI chips boosts the need for advanced MLCCs, with cautious expansion by Japanese and Korean firms and low-price str...
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...
The report is consisted of mainly graphic tables and partially written words to present key movements in the monitor and notebook industries. As for technology developments, brand strategies, strategi...
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...
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...
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...
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
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...
