2Q25 DRAM revenue grew notably from price and shipment increases. 3Q25 momentum is expected to continue, with accelerating price hikes. US CSPs show robust demand but slightly elevated inventory. Smar...
3Q25 PC DRAM contract prices surged 8-13% quarterly, continuing upward in August. Cloud demand squeezed PC manufacturers'; supply, driving increases. However, a projected 4Q25 PC market slowdown may t...
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory...
In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with hig...
PC DRAM contract prices rose this quarter, with DDR4 increasing more than DDR5. Tight supply, strong Nanya output, and overall price consolidation are observed, with DDR4 showing higher prices on lowe...
Driven by both reduced supply and intensified price competition among suppliers, contract prices for LPDDR4X in 3Q25 have seen further significant increases. LPDDR5X prices have also risen, supported...
Q3 PC-Client SSD prices are supported by commercial models replacements and limited supply, while demand of consumer models remains weak, leading to market divergence. With diminishing policy benefits...
LPDDR4X supply has tightened rapidly due to reduced production and EOL plans by major suppliers, driving prices sharply higher. Under dual pressure from supply constraints and price surges, smartphone...
PC DRAM contract prices in Q2 2025 continue to rise, with DDR4 outpacing DDR5 due to changing supply-demand dynamics. Reduced supply, early procurement, and increased Nanya participation all contribut...
"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggress...
"TrendForce reports that as memory products evolve, DDR4 modules are nearing end-of-life (EOL), leading to rising prices. Major suppliers like Micron, Samsung, and SK hynix have announced EOL pla...
"According to TrendForce, the NAND Flash market has maintained equilibrium in early 2025 due to conservative capacity strategies by suppliers. However, sudden US tariffs disrupted this balanc...
"TrendForce reports US tariff policy shifts are impacting the memory market. A 90-day grace period announced in April spurred a Q2 surge in DRAM and NAND Flash orders as buyers and sellers rushed...
"TrendForce reports that the introduction of new US tariffs, particularly the 20% ""fentanyl tariff"" on China-made goods, has significantly disrupted the smartphone industry,...
As indicated by the latest survey of global market intelligence firm TrendForce, the series of tariffs imposed by the Trump administration have induced profound impact on the smartphone industry...
