Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
AI servers power surging demand, yet U.S. grid capacity trails shipments as midterm politics raise deferral risk.
AI servers drive strong demand for conventional DRAM and HBM. Supply tightens, pushing contract prices higher and boosting memory suppliers' revenues. As server applications prioritize capacity, PC an...
Driven by the AI wave, demand for high-capacity memory continues to surge, powering strong industry revenue growth and contract price hikes. Although top suppliers are accelerating advanced process tr...
Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
HBM 4hi samples emerge; low capacity curbs data center use; edge interest stays early, supplier uptake cautious.
New CEO Ternus leads Apple's first foldable launch; modest specs upgrade amid surging memory costs puts pricing and AI delivery at center stage.
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...
AI demand keeps HBM shipments strong as technology advances and tight supply shifts pricing power toward suppliers.
Server DRAM prices rise due to strong demand and HBM capacity crowding out. Buyers shift to mid-to-low capacity modules to optimize costs, while high-capacity stock flows to OEMs, helping suppliers ma...
The supply gap in consumer DRAM persists, keeping prices on a slight upward trend. However, as buyer cost tolerance reaches its limit, contract price growth is moderating. With suppliers locking in mo...
Driven by constrained capacity, niche NAND Flash supply shortages persist. SLC maintains moderate gains supported by rigid demand, though growth has slowed. MLC prices remain nearly flat as buyer cost...
High prices of prime wafers are squeezing profits for module makers. Coupled with sluggish end-user demand, manufacturers are shifting to purchase downgraded materials to supply secondary markets and...
Rising memory costs triggered premature purchases as consumers sought to beat price hikes, driving a short-term rebound in smartphone production and prompting TrendForce to revise its full-year output...
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...
