Toshiba is significantly expanding its HDD capacity in the Philippines, but given the lead time from investment to output, the benefits will materialize later, adding supply to the market without resh...
Suppliers and CSPs have signed multi-year server DRAM LTAs, placing many of its bit supply under price-band mechanisms while the rest are negotiated quarterly; spot trading remains quiet and flat. Mic...
Micron's strong results and upbeat outlook show AI data centers, edge AI and physical AI driving high-capacity storage demand, with data center SSDs as NAND's core profit engine. Dis...
Robust AI demand has driven profitability in HBM and server products, squeezing consumer memory supply and sparking explosive growth in memory prices and industry revenue. DRAM vendors are substantial...
Memory contract prices remained stable with expected growth momentum. On the supply side, major Korean and Taiwanese makers shifted capacity to server applications, causing severe PC DRAM shortages an...
TrendForce research team offer ASP on TV and monitor of the current month, which is surveyed and classified by sizes, regions, BLU, and 3D/non-3D. The data is collected from representative websites (s...
Consumer DRAM prices are approaching the limit of buyer cost tolerance, with recent contract prices settling slightly higher and the spread between high and low pricing narrowing somewhat. Looking ahe...
The memory market is exhibiting a clear two-tier divergence. Strong demand for high-performance storage, driven by cloud and artificial intelligence applications, is keeping supplier inventories at lo...
As original manufacturers shift production capacity to high-layer 3D processes, niche NAND Flash prices remain hovering at high levels. Influenced by buyers' cost pressures and supply discrep...
Some CSPs are actively buying additional server DRAM, driving supplier stocks to a lower level and pushing up contract prices. Meanwhile, the spot market continues to fluctuate within a narrow range d...
CSP demand keeps 4Q26 DRAM and NAND prices rising, led by AI, while weak consumer demand narrows other gains.
For the price chart of global end prices of SSD, TrendForce segments product categories in accordance with capacity (from 120GB to 2048GB and above) and user interface (SATA3, PCIe 3.0/4.0/5.0).
Tight supply and robust CSP demand keep DRAM undersupplied; TrendForce lifts its 4Q26 contract price outlook.
Driven by AGI and Agent AI, North American cloud providers' urgent orders for enterprise SSDs created a structural shortage in high-end storage. Suppliers prioritized capacity for high-margin pro...
To address the surging KV cache demand driven by the development of agentic AI, cloud service providers are shifting their procurement toward high-performance QLC SSDs. By leveraging their high densit...
