Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in do...
Supply is still tight in the contract market in 2Q25. Fulfillment rates are in insufficient for all product categories, including DDR5, DDR4, LPDDR5x, and graphics DRAM...
Output is continuously shrunken by production cuts among suppliers, which gradually improves the disequilibrium of market activities, thus allowing suppliers to grasp on the power of setting prices...
Now, in 2Q25, the DRAM market is still affected by US tariff policies that caused early shipments of consumer electronics, with the quarterly total demand bits showing a QoQ increase...
Most suppliers are taking advantage of the 90-day tariff pause by expediting their production and shipment in the hope of avoiding additional variables...
Moving into 2Q25, while buyers in the contract market are stocking up ahead of time due to tariff-related uncertainties...
Some of the buyers are still leaning towards the reserved end on the outlook of 2H25, despite gradual manifestation of efficacy from production cuts...
Samsung is currently negotiating with CSPs over server DRAM prices, with its proposed 3% hike generally being rejected...
There is currently a tug of war happening between suppliers and PC clients in the market of PC OEM SSD contracts. Suppliers have been attempting to push for a price increase of...
On April 10, the US government announced a 90-day tariff implementation grace period. As a result, TrendForce believes that memory trading momentum in...
The US announced on April 10th that countries, except for China, can enjoy a 90-day tariff pause. This particular change instantly revitalized the market that was expecting a drop...
Regarding the server DRAM segment, when considering pricing for 2Q25, suppliers have suggested price hikes only within a broad framework...
Suppliers have successively unfolded negotiations for contract prices this quarter after entering 2Q25. Subsequent to SanDisk sending out notifications on...
