CSP demand keeps 4Q26 DRAM and NAND prices rising, led by AI, while weak consumer demand narrows other gains.
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...
TrendForce provide weekly spot prices for key photovoltaic components by conducting cross-investigations with major suppliers and buyers in the photovoltaic industry supply chain. We use historical co...
2027 NAND splits: enterprise SSDs surge on AI demand, while consumer products face price pressure from oversupply.
CSP QLC demand lifts ESSD contract prices; spot stays weak. Memory cost surge delays AI device capacity upgrades.
AI infra demand tightens DRAM supply; PC and mobile brands cut output and adopt alternatives memory sources amid mounting cost pressure.
Price hikes suppress mobile demand, flattening contract prices while spot market stays weak. NAND controllers are evolving into AI compute layers. Driven by CMX architecture, customized NAND will inte...
RDIMM contract premium narrows on shifting demand, while spot market sees limited trades. Custom HBM (cHBM) optimizes AI chip area and performance via logical base dies, yet faces cooling, multi-sourc...
PC DRAM contract prices saw their quarterly increase revised upward, while spot transactions stayed subdued. HBM negotiations remain deadlocked with specifications still in flux, yet prices retain str...
Rising chipmaker quotes and modest shipment recovery drive PC DRAM contract price increases. Facing future supply contraction, OEMs aggressively build inventory while adopting component downgrades to...
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...
DRAM contract prices remain firm while spot activity stays subdued. Major suppliers are expanding capacity via new facilities, driving strong multi-year bit supply growth while dynamically adjusting o...
Driven by AI demand, server contract prices were secured ahead of schedule, though slow inventory digestion on the consumer side has kept negotiations at a standstill; meanwhile, the spot market conti...
