TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
Driven by demand for artificial intelligence and cloud services, enterprise storage products are in short supply, driving significant growth in average memory selling prices and total industry revenue...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
Driven by robust AI server demand and capacity displacement from HBM, combined with delayed output from new fabs, DRAM supply remains tightly constrained, sustaining a seller's market. Conver...
In 2027, supply–demand dynamics for DRAM and NAND Flash are expected to diverge. On the one hand, strong pull ins from AI servers will further widen the supply gap for DRAM. On the other hand, for NAN...
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...
Driven by the surge in AI applications and long-term cloud contract lock-ins, enterprise SSD demand is exceptionally strong. Conservative capacity expansion has created a structural imbalance, with su...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
In mid-March, Samsung released its 2Q26 quotes ahead of schedule, with price hikes far exceeding market expectations. TrendForce believes this move is primarily aimed at accelerating downward revision...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
Driven by new models and AI deployments, smartphone and server shipments grew in Q4, while notebooks declined due to economic factors. Looking into Q1, surging material costs are forcing price hikes,...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
Driven by booming AI inference demand and HDD shortages, orders are shifting to high-capacity Enterprise SSDs. With manufacturers maintaining conservative expansion, supply cannot meet the explosive d...
A clear uptrend is taking shape for 2026, with tighter DRAM supply and broad-based price increases now firmly in sight. The primary growth catalyst is CSPs, which are accelerating data center expansio...
TrendForce forecasts a structural memory price hike by 2026. Strong AI server demand and profit-first supplier strategies lead to capacity shifting towards high-margin applications, driving widespread...
