NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 sp...
2Q25 server DRAM revenue increased by 11% QoQ, driven by DDR5 shipments and DDR4 price recovery. CSPs shifted from destocking to restocking, and DDR4, due to strong demand for storage server applicati...
Server DRAM prices (DDR4 & DDR5) saw further gains in August 2025, propelled by robust CSP demand and supply issues. Order visibility now extends to Q4, anticipating continued price increases...
2Q25 DRAM revenue surged from rising contract prices and robust shipments, especially DDR4. This positive trend is expected to continue into 3Q25, with further price and profit increases.
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory...
Benefiting from a low base effect, as well as simultaneous increases in shipment volume and pricing, the 2Q25 Mobile DRAM market delivered an outstanding revenue performance. In terms of market share,...
In 2Q25, China's subsidies and US tariff stocking drove NAND Flash shipments and revenue. Growth will moderate in 3Q25 as demand normalizes.
In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with hig...
Driven by both reduced supply and intensified price competition among suppliers, contract prices for LPDDR4X in 3Q25 have seen further significant increases. LPDDR5X prices have also risen, supported...
Contract pricing undecided; DDR4/LPDDR4x see stronger increases. DDR4 spot trading outpaces DDR5, with DDR5 prices declining. SK hynix benefits from AI and tariffs, DDR4 drives inventory down. HBM mar...
US tariff measures dampen market sentiment; contract price talks extend to late Q3. SK hynix's strong Q2 results driven by AI and SSD demand, but NAND pricing remains pressured. Inventory...
The report highlights major manufacturers' HBM capacity strategies, facility expansions, and market trends driven by AI, offering strategic insights for the industry.
MRDIMM addresses high-core CPU and AI needs, enhancing memory efficiency, but standards, cost, and support limit adoption.
LPDDR4X supply has tightened rapidly due to reduced production and EOL plans by major suppliers, driving prices sharply higher. Under dual pressure from supply constraints and price surges, smartphone...
PC DRAM contract prices in Q2 2025 continue to rise, with DDR4 outpacing DDR5 due to changing supply-demand dynamics. Reduced supply, early procurement, and increased Nanya participation all contribut...
