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...
Consumer DRAM remains undersupplied, with contract prices still rising but decelerating as buyer cost tolerance tightens, while spot trading stays subdued. On technology, focus centers on open softwar...
AI demand boosts DRAM/NAND logic. Contract market sees high visibility via agreements, though downstream demand weakens. FMS showcases standard transitions where high-density flash addresses memory-wa...
DRAM contracts delayed to Aug. Spot market flat on low volume. CSP demand boosts Korean Q2 results and LTA signings.
Capital expenditure in artificial intelligence infrastructure has significantly boosted demand for enterprise solid-state drives and high-capacity storage, driving top memory suppliers to record reven...
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...
Although consumer demand is weakening due to cost pressures—causing spot prices to invert below contract prices—structural supply shortages persist as major manufacturers reallocate capacity toward hi...
Steady momentum in AI infrastructure builds is driving robust demand for cloud and server storage, supporting original suppliers in maintaining extremely low inventories and strong pricing leverage. C...
DRAM suppliers are holding firm on pricing, but weaker buyer acceptance has stalled contract negotiations, and spot trading remains thin. Despite softening consumer demand, buyers continue to stockpil...
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...
Long-term agreements and server demand provide a solid foundation for the contract market, while consumer memory procurement remains conservative due to cost pressures. The spot market saw a brief pri...
Server DRAM contract prices are set to rise sharply in 3Q26. Looking to 2027, AI-driven demand growth will outpace supply expansion across all three major DRAM makers, sustaining a tight seller's...
In 3Q26, top DRAM makers are prioritizing server production, severely squeezing consumer DRAM supply; consumer contract prices are set to rise well ahead of server DRAM, while PC DRAM edges only sligh...
Driven by AI infrastructure, server storage demand surges, prompting manufacturers to shift capacity and advanced nodes. Conversely, consumer electronics languish due to high costs, inflation, and sup...
Rising contract prices have driven strong revenue and margin growth of DRAM supplier. Looking ahead, contract price forecasts have been raised to reflect sustained market momentum. Meanwhile, major su...
